Morgan Stanley

Associate - Client Segments - Data Insights for Onboarding Platforms & Ops (Wealth Management)

Posted On

Aug. 9, 2024

Location

Mumbai, Maharashtra

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

Oct. 2, 2024

Job Description

Job Description:

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management, and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 42 countries. 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 Wealth Management (WM) is an industry leader in providing advice and investment solutions to clients using its diverse set of Financial Advisors. WM Analytics & Data (A&D) owns all the management reporting, customer and product behavior insights, and predictive modeling in support of WM, Banking, and Marketing. The WM A&D Digital Marketing & Acquisition Analytics team owns all the digital journey analytics and customer acquisition reporting for both WM and E*TRADE, in support of WM Digital Marketing, Banking, and Digital Onboarding stakeholders.

The WM A&D Digital Marketing & Acquisition Analytics team is searching for an Associate, Digital Marketing & Acquisition Analytics who will partner with Digital Client Experience & Platform (DCEP) teams by leading digital marketing analytics for E*TRADE account opening and onboarding. This role will report directly to the Assistant Vice President, WM A&D Digital Marketing & Acquisition Analytics.

The candidate will collaborate closely with colleagues in Mumbai, NY/NJ & Budapest to analyze and provide insights on the health of the E*TRADE digital account opening funnel. They will develop and distribute key reporting that will provide insights to the E*TRADE Digital Onboarding team. The candidate should have strong business acumen and the ability bring clarity to ambiguous situations.

Examples of ongoing projects include: deep-dive into understanding account funnel drop-off points and account open rates; analysis of account funnel health during various media campaigns; development of Tableau dashboards leveraging multiple data sources to display account open trends and kick-out rates.

Responsibilities

Collaborate with business partners to define and achieve strategic outcomes. Translate business problems into team deliverables. Execute on these deliverables and then use those insights to inform decision making.
Collaborate with colleagues across locations (Mumbai, NY/NJ & Budapest).
Drive investigation, measurement, and reporting on the account opening funnel to provide actionable insights that will enable the firm to optimize funnel investments to drive growth and deliver the best customer experience
Analyze account funnel data to understand digital client journeys and profiles to make recommendations that will drive higher usage and relevance of our digital channels
Work with various data sources and develop SQL queries to build robust reporting and insights and understand the conversion/assets driven by the account opening funnel

Qualifications

Bachelor’s degree in a relevant field.
A minimum of 3 years of experience in a Data or Analytics role, preferably in the financial services industry.
Experience or knowledge in web analytics suites like Adobe Analytics/Heap and data visualization tools such as Tableau
Experience with SQL across various versions (MySQL, PostgreSQL, etc). Experience with other languages such as Python also preferred.
Ability to identify and blend multiple disparate data sources from different business units using ETL or other processes.
Experience translating business workflows into technical and analytics requirements
Proficiency in Microsoft PowerPoint, Excel, and Word
Ability to work independently with a strong sense of accountability/ownership.
Must be a self-starter and a quick learner, able to prioritize effectively to manage delivery/execution of a wide range of tasks and initiatives.
Excellent communication skills, including the ability to present complex information to stakeholders in a clear and concise manner.
Ability to collaborate effectively with cross-functional teams and stakeholders.

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.

Jobs at Mumbai

Oracle

Principal Solution Engineer, Identi…

Professional

Mumbai, Maharashtra

Associate - Client Segments - Data Insights for Onboarding Platforms & Ops (Wealth Management) Apply Now

Job Description

Jobs at Mumbai

More Jobs at Morgan Stanley

Actively Recruiting Companies at Mumbai, Maharashtra

Associate - Client Segments - Data Insights for Onboarding Platforms & Ops (Wealth Management)