Morgan Stanley

Manager_Client Business Analytics (CBA)_Institutional Equity Division

Posted On

Feb. 28, 2025

Location

Mumbai, Maharashtra

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

May 7, 2025

Job Description

Morgan Stanley is a leading global financial services firm offering 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 forty-three countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Department Profile

From global institutions to hedge funds, investors come to Morgan Stanley for sales, trading, and market-making services in every type of financial instrument in all the world’s financial markets. Morgan Stanley professionals use our network and technology to provide liquidity and sophisticated analysis, to manage risk and execute reliably in the fast-changing markets.

Morgan Stanley’s Institutional Equity Division (IED) is a world leader in the origination, distribution and trading of equity, equity-linked and equity-derivative securities. Our broad and deep client relationships, market-leading platform and intellectual insights enable us to be a world-class service provider to our clients for their financing, market access and portfolio management needs.

Global Markets Group is the offshoring arm of Morgan Stanley’s Equity businesses in India. It covers functions across

IED ranging from those associated with sales, trading, analytics, strats to risk management.

Primary Responsibilities

The role is based out of Mumbai and requires collaborating with Client Business Analytics (CBA) and London Equity Administration (COO). The role will require generating reports, aggregating, and updating various data sets from multiple sources for the business. The job will involve keeping information up to date, producing management material and reports to analyze trends and activity as well as working on various regular and ad hoc tasks. Regular interaction with Sales, Sales Trading, Finance, COO teams etc. We require a fast-learning, dynamic, pro-active, and initiative-taking person to help the team in day-to-day activities.

Client Revenue reporting: Prepare regular and ad hoc revenue analysis for senior distribution management and internal reporting highlighting revenue performance, momentum, client, and product drivers.
Interactions reports: Producing client interactions reports to show resource consumption, analyze trends, and show over- or under-serviced clients.
Votes: Keep broker vote information and provide senior management reporting highlighting rank momentum.
Account Review preparation: Engaging with client and product coverage, updating internal systems and files with business, product summaries, opportunities tracking etc.
Reporting: Prepare regular/ad hoc reports and dashboards by collating and analyzing updated information from various internal sources and summarizing data for senior management presentations and internal review meetings with client coverage.
Financials and Expense Reporting: Prepare and analyze data for financial snapshots, expense reporting and trend analysis.

Skills Needed (essential)

The basic skills needed for the role are the ability to learn quickly how to navigate databases, analyze data from these confidently in Excel and respond to requests promptly.

Skill set needed:

We are looking for a confident and initiative-taking person, who has exceptional diligence and excellent. Successful candidates will have a proven work experience with reporting and analysis.

Graduate (BCOM/BMS)/MBA in Finance with 4+ years of experience. Excellent written & spoken English and business communication skills. Advanced knowledge and extensive firsthand experience with Microsoft Office -Excel, PowerPoint, and Word. Power BI dashboard and reporting automation and VBA/Excel Macro knowledge would be a plus. Familiarity with databases and sourcing data from multiple systems, and the ability to analyze and summarizing data confidently and with diligence. Collaborative and Critical thinking skills

Knowledge and experience in the Finance industry especially Equities would be an added advantage.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

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.

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