FBM & Practice Strategy Analytics & Operations, Client Segments, Analyst, Wealth Management

About this role

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Skills you'll use

What you'll do

• Point person with various corporate partners to develop analysis, produce reporting, and conduct research, specifically with Human Resources, Finance and FA Comp
• Collaborate with team in Mumbai, NY/NJ, and Budapest to distribute a suite of management reports to be produced on daily, weekly, monthly, and quarterly basis.
• Understand Wealth Management Home Office initiatives as a basis to perform analysis
• Daily/monthly/Quarterly reporting and trend analysis on metrics
• Develop, implement and present key data and metrics to senior management
• Be able to leverage different data sources and methodologies to verify accuracy of output
• Perform other duties and special projects as assigned
• Ability to identify key issues, gather data to investigate those issues and develop actionable recommendations.

Who can apply

• Minimum of 1-3 years of Wealth Management or Industry experience
• Bachelor’s degree required
• Strong organizational, project management and analytical skills
• Must be a self-starter and a quick learner, able to prioritize multiple projects and complete deliverables in a timely manner with exceptional attention to detail
• Possess a strong sense of accountability/ownership
• Self-motivated and able to work in a strong team and high activity environment
• Demonstrated effectiveness with both oral and written communication

About Morgan Stanley

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