Morgan Stanley

Analyst - Chartbook & Dashboard Data (Wealth Management)

Posted On

April 11, 2025

Location

Mumbai, Maharashtra

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

July 23, 2025

Job Description

Chartbook & Dashboard Data Analyst –

Role Description:

The team seeks an analytical and process-oriented individual to join the Global Investment Office to support “ChartBook”, a virtual repository of financial data and content available to Morgan Stanley Financial Advisors, and to also develop and support a variety of performance dashboards to assist with data-driven decision-making across our business. ChartBook consists of ~1000 slides containing market commentary and investment views/themes that serve as a resource for Financial Advisors to share with clients. The role comes with significant responsibilities requiring a high degree of technical competence, fundamental market knowledge, collaboration and writing ability. The candidate will work side-by-side with key members of several teams, including the Portfolio Construction and Cross Asset Strategy (PC|XS), the Investing with Impact Team, and the COO team. The individual will get exposure to a variety of investment product areas (individual equities, ETFs, Managed Products, Fixed Income, Alternative Investments, etc.).

Primary Responsibilities:

Downloading Morningstar and FactSet data for Chartbook and Manager Analytics & Scoring
Drafting Charts for multiple Cross Asset Strategy (PC|XS) publications
Maintaining "GIO Impact" Dashboard on behalf of PC|XS and COO
Drafting slides and Running "Data Series Updates" for ChartBook
Assisting with marketing analytics, flipping monthly folders and documents, preparing data and "Monthly Update" publications, Running the Dynamic Allocation Framework on Wednesdays, Preparing the "Availability" file and "Dates" e-mail draft.
Providing dashboard support to the Investing with Impact team, including monthly dashboard updates and data pulls for firmwide ESG reporting.

Qualifications

0-2 years of relevant work experience, bachelor’s degree
Strong Knowledge of Microsoft Word, Advanced Excel, PowerPoint and data modelling, wrangling and visualization (Tableau or BI equivalent Power BI), familiar with technologies relevant to data lakes
Strong writing and oral communication skills, ability to explain complex data in simple terms.
Understanding of financial markets and their key drivers
Experience with market data research systems (e.g., Bloomberg, FactSet, Haver, etc.)
Comfort juggling multiple priorities; strong organizational and time management skills.
Ability to work effectively as a member of a team or independently.
Persistence, tenacity, and drive for results, Strong attention to detail

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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