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About the Role

The Wealth Management Analytics & Data (A&D) team within Morgan Stanley Strategy & Analytics group owns all the executive reporting, insights, and predictive modeling in support of Wealth Management, Banking, and Firmwide Marketing. This role is for a strategic thinker with strong data and analytical skills and a passion for driving business growth, who will also provide day-to-day guidance and oversight to a junior team member.

Responsibilities

Analyze large, complex datasets to identify trends, drivers, opportunities, and actionable insights related to client behavior, balances, flows, product usage, and engagement
Partner closely with Product, Sales, Marketing, Finance, and other cross-functional teams to shape analytical approaches and provide data-driven perspectives on key business priorities
Research and address strategic questions from senior management, translating complex data and analysis into clear recommendations that inform business decisions
Drive strategic initiatives by developing analytical frameworks, defining relevant metrics, and evaluating business outcomes and effectiveness
Develop compelling, executive-ready narratives and materials that synthesize complex analyses into clear conclusions for senior leadership
Identify opportunities to improve and scale analytics through automation, standardization, and enhanced analytical capabilities
Maintain a high standard of data quality, accuracy, and consistency through rigorous validation, reconciliation, and documentation
Manage and mentor a junior team member, providing direction on priorities, analytical approaches, quality of deliverables, and stakeholder communication

Requirements

Bachelor’s degree in a quantitative or analytical field (e.g., Economics, Finance, Statistics, Mathematics, Engineering)
6+ years of experience in an analytics role
Strong analytical and problem-solving capabilities, with experience working with large and complex datasets
Strong proficiency in SQL
Familiarity with Python and/or R
Experience with analytical platforms such as SAS, Dataiku, or similar tools is a plus
Excellent written and verbal communication skills, with the ability to translate complex data and analytical findings into clear, concise, and compelling narratives for senior audiences
Strong attention to detail and a demonstrated commitment to data integrity and analytical rigor
Ability to build strong relationships and collaborate effectively across functions and levels of seniority, with confidence presenting insights and recommendations to a broad range of stakeholders
Highly motivated and comfortable operating in a fast-paced, dynamic environment with multiple priorities
Intellectually curious and comfortable approaching ambiguous problems from multiple perspectives, developing structured analytical approaches, and exercising sound judgment

Skills

SQL
Python
R
SAS
Dataiku

Location

43 countries

Work Type

Full-time

Experience Level

Vice President
6+ years

Education Level

Bachelor’s degree in a quantitative or analytical field

Salary/Compensations

$115,000 - $190,000

Benefits

Attractive and comprehensive employee benefits and perks in the industry
Opportunity to move about the business for those who show passion and grit

About the Company

Morgan Stanley (“MS”) 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.
Morgan Stanley’s U.S. Banks deliver lending, deposit, and cash management solutions for Wealth Management clients, and are responsible for developing, launching and managing innovative banking and lending services.
These include home loans, securities-based loans, deposit accounts, access to a range of banking services, and a growing array of digital banking and lending capabilities.
The US Banks are important contributors to both the revenue and earnings of Wealth Management and represent a significant growth opportunity for the Firm.
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals.
Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - 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.

Equal Opportunity

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.
Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.