Morgan Stanley

Vice President - Client Insights & Analytics (Wealth Management)

Posted On

May 27, 2024

Location

Mumbai, Maharashtra

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

July 10, 2024

Job Description

Company Profile:

Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.

At Morgan Stanley India, we support the Firm’s global businesses, with critical presence across Institutional Securities, Wealth Management and Investment management, as well as in the Firm’s infrastructure functions of Technology, Operations, Finance, Risk Management, Legal and Corporate & Enterprise Services. Morgan Stanley has been rooted in India since 1993, with campuses in both Mumbai and Bengaluru. We empower our multi-faceted and talented teams to advance their careers and make a global impact on the business. For those who show passion and grit in their work, there’s ample opportunity to move across the businesses.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

Division Profile:

The Analytics & Data (A&D) organization is a key growth area within Morgan Stanley’s Wealth Management Division, playing a critical role in the execution of the wider Wealth Management strategy. The use of analytics and data will be a key driver in accelerating growth across all client segments, enabling data-driven decision making and delivering the best client experience.

Position Summary:

We are looking for an experienced professional to join our Analytics & Data organization in the Client Segments Analytics function. The role is part of a newly formed team and involves focusing on Client Segmentation, Management Reporting, and Strategic Insights across all WM channels – consistent with the WM Strategy of one unified client. The candidate will be responsible for distributing various reports to senior management and stakeholders, collaborating to build hypotheses and analyses, and providing actionable insights. The role also requires building relationships with key stakeholders and leading meetings and presentations.

This role will report to the Head of Analytics & Data Mumbai, joining a cohort of other ambitious and passionate associates, driven by ideas and with a bias towards strategic analytics. We are looking for someone willing to think beyond traditional organizational structures and with a strong desire to enhance the data and deepen the analytics.

Key Responsibilities:

Key responsibilities will include but will not be limited to the following:

· Collaborate with cross-functional partners across A&D, Product, Technology and Marketing

· Support and develop client segmentation model across all channels through curated and consolidated data from various data sources.

· Distribution of client segment reporting on a daily, weekly, monthly basis.

· Analyze client insights to make data-driven decisions about product development and customer needs.

· Provides leadership to transformation of data into information and strategic insight that will assist leaders' decision-making relative to products, and services that impact business outcomes.

· Problem solving skills – The candidate must demonstrate the ability to identify key issues, gather data to investigate those issues and develop actionable recommendations.

· Analytical skills – The candidate must be highly analytical with experience in defining analytical approaches and applying a range of analytical tools to synthesize insights and develop solutions.

· Teamwork skills – The candidate must be flexible in their work style and be able to work collaboratively with others on the team.

· Client management skills – The candidate must demonstrate the ability to closely partner with senior managers and other stakeholders on reporting needs.

· Communications skills – The candidate must possess strong written and oral communication skills.

· High proficiency in Microsoft Excel, Word, and PowerPoint

· Manage and coach team of 3-4 business associates.

Experience:

· A minimum of 9-12 years of experience in Data & Analytics, preferably in the financial services industry.

· Bachelor’s degree in a relevant field; MBA or other advanced degree preferred.

Required Skills:

· Excellent communication skills, including the ability to present complex information in a clear and concise manner.

· Ability to collaborate effectively with cross-functional teams and stakeholders at all levels of the organization.

· Strong analytical skills with the ability to use data to drive decision-making.

· High proficiency in Microsoft Excel, Word, and PowerPoint

· Experience or knowledge in data analytics toolsets such as: SQL, Excel, Tableau, Python, Dataiku (nice to have)

“Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximise their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing and advancing individuals based on their skills and talents.”

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