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

Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.

At Morgan Stanley India, we support the Firm's global businesses, with critical presence across Institutional Securities, Wealth Management, and Investment management, as well as in the Firm's infrastructure functions of Technology, Operations, Finance, Risk Management, Legal and Corporate & Enterprise Services. Morgan Stanley has been rooted in India since 1993, with campuses in both Mumbai and Bengaluru. We empower our multi-faceted and talented teams to advance their careers and make a global impact on the business. For those who show passion and grit in their work, there's ample opportunity to move across the businesses.

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.

Job Description

Analyst role to be a part of Wealth Management Home Office at Morgan Stanley Wealth Management. The primary responsibilities will be reporting, analysis and insights on trends and activities that are driving the results working closely with other members of Wealth Management Home Office.

Position Responsibilities

• 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.
• The candidate must be flexible in their work style and be able to work collaboratively with others on the team

• 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

At Morgan Stanley we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values.We are dedicated to providing first-class service to our clients in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. Explore the exceptional ideas generated by our industry thought leaders about Personal Finance, Market Trends, Tech, Sustainability, and more.