Morgan Stanley

Associate - Client Engagement Analytics - Wealth Management

Posted On

May 6, 2025

Location

Mumbai, Maharashtra

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

June 18, 2025

Job Description

We are looking for an experienced professional to join the Analytics & Data organization in our Client Engagement Analytics function. The role will focus on WM Field Analytics supporting the advisor led channel business administration, strategy and national sales teams. The candidate will be involved in a hands-on capacity owning a variety of deliverables, including but not limited to: self-service dashboards, in-depth client and product adoption analysis, building data pipelines and curated analytical assets, and regular reporting & performance measurement. They will be responsible for owning delivery of key reports to US-based team members, senior management, and stakeholders as well as contributing to material for leadership presentations to our internal advisor population and externally to our investor base. The ideal candidate will display a high-level of autonomy, accountability, and analytical rigor. Creativity when using data to solve business problems paired with the ability to determine timely solutions are critical factors for success. A successful candidate with display innate curiosity and willingness to learn about the businesses they support. Key Responsibilities:
Key responsibilities will include but will not be limited to:
> Develop comprehensive analytical and reporting solutions to support Wealth Management Field strategy and business administration, including visual and self-service analytics solutions (Tableau and Dataiku), ad-hoc insights, and executive presentations
> Build data flows and curated datasets to support downstream insights, measurement and KPIs for enable business decision making
> Identify opportunities to streamline, scale and enrich existing curated data to reduce redundancy, increase accuracy and performance
> Partner with technology teams to develop new data ingestion pipelines into the data lake and tooling for business utilization
> Act as center of excellence and develop best practices for business reporting and maintain a high degree of data quality and validation procedures for all deliverables

Experience:
> Bachelor's degree in science/engineering/mathematics; MBA or other advanced degree preferred
> A minimum of 3 years of experience in Data & Analytics (overall 3-5 years), preferably in the financial services industry

Required Skills:
> Strong proficiency in SQL, Python and expertise in hands-on data analytics and providing insights; experience in defining analytical approaches and applying a range of analytical tools to synthesize insights and develop solutions
> Experience with visual analytics applications like Tableau.
> Experience in data flow automation tools like Dataiku is a plus.
> Knowledge of ETL processes for automating and integrating data from multiple sources into a centralized data repository like - SQL Server, Snowflake, Hadoop
> Proficiency with Microsoft Office tools (Excel, PowerPoint)
> Keen focus on accuracy and analytical rigor as well as attention to detail, given the highly visibility nature of deliverables
> Track record of working independently and solving problems creatively, as well as the ability to debug/maintain complex codes, with a strong sense of accountability and an eye for innovation
> Strong skills in oral and written communication including experience in effectively and transparently communicating with colleagues and management in a different geographic location

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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