Morgan Stanley

E*TRADE Analytics, Admin, Vice President, Wealth Management

Posted On

Aug. 22, 2025

Location

Mumbai, Maharashtra

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

Oct. 29, 2025

Job Description

About Us:

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 43 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.

Business Overview:

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 team owns all the executive reporting, insights, and predictive modeling in support of Wealth Management business. The use of analytics and data will be a key driver in accelerating growth across client segments, enabling data-driven decision making and delivering the best client experience.

We are looking for an experienced professional to join the Analytics & Data organization who can work as a player-coach. The role involves focusing on Analytics, Reporting, and providing Strategic Insights across WM Business lines e.g., Digital Direct, Workplace. 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 enthusiastic associates, driven by ideas and with a strong proclivity 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.

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 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 4-5 business associates.

Qualification and Experience:

Bachelor’s degree in science/engineering/mathematics; MBA or other advanced degree preferred.
A minimum of 5 years of experience in Data & Analytics (overall 9-13 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 will be critical.
Familiarity with tools/applications like Dataiku, Snowflake, Hue (Hadoop), Salesforce, and Tableau is a plus.
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 owned by the team.
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.
Excellent oral and written communication skills, including the ability to present complex information in a clear and concise manner to audiences of various backgrounds/seniority; 2+ years in a client-facing position preferred.
Ability to work in a collaborative, transparent style within the team and with cross-functional stakeholders across the organization.

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.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

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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