Deposits & Cash Management Analyst, US Banks, Analyst, Wealth Management

Overview

Support the Deposits and Cash Management Product Management team within Morgan Stanley Private Banking Group, focused on transactional deposit products including Bank Checking Accounts, CashPlus Brokerage Accounts and card products.

What you'll do

• Support day-to-day product management activities for core deposit products, including Bank Checking and CashPlus Brokerage accounts and card products.
• Execute recurring and annual run-the-business processes, ensuring deliverables are completed accurately and within established deadlines.
• Support product governance activities, including product marketing documentation reviews, risk assessments, control documentation, and management reporting.
• Prepare and maintain operational and servicing reports on a daily, monthly, quarterly, and ad hoc basis.
• Analyze product performance, servicing activity, client trends, and operational metrics to identify issues and opportunities.
• Investigate data inconsistencies, operational breaks, and process exceptions; coordinate resolution with appropriate partners and escalate material issues.
• Manage exception-reporting processes, including tracking outstanding items, documenting resolutions, and preparing status updates for management.
• Translate data and analysis into clear, accurate, management-ready presentations and supporting materials.
• Maintain product documentation, procedures, regulatory materials, and supporting evidence for internal reviews, audits, and regulatory requests.

What you'll need

• Bachelor's/Master's degree in finance will be preferred.
• 6 months to 2 years of professional experience in Financial Services reporting or product management, banking, wealth management and/or top tier consulting firm with a focus on banking or wealth management is a plus.
• Detail oriented, with exceptional analytical skills and a track record of delivering high quality work.
• Demonstrated success working independently and meeting multiple deadlines.
• Proficient in MS Excel, PowerPoint & Outlook.
• Analytical and strategic thinker able to prepare key business data and metrics to be consumed by senior management, key stakeholders and regulators.
• Strong communicator with solid written and verbal presentation skills.
• Self-starter able to work independently on multiple tasks; efficient time management skills and attention to detail.
• Great data visualization and PowerPoint skills, with ability to put together cohesive, senior management-ready decks.
• Ability to problem solve and translate business needs into specific project tasks.
• Excellent relationship building capabilities with internal partners to build consensus and drive solutions.
• Appreciate and encourage diversity of people, ideas & perspectives.
• Highly motivated and comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities.

Details

• Location: Mumbai, Maharashtra, India.