NNA Analytics & Insights, Associate/Analyst, WM Admin, Wealth Management

Overview

Join Morgan Stanley’s Analytics & Data team in the NNA Analytics and Insights function to support Net New Assets (NNA) reporting, forecasting, and data-driven insights for the Wealth Management business.

What you'll do

• Support A&D NNA reporting across multiple projects and stakeholders.
• Distribute a suite of senior management reports on daily, weekly, monthly, and quarterly cycles.
• Engage teams across the organization to consolidate and streamline NNA reporting.
• Analyze NNA forecasting and investigate competitor flows to derive insights.
• Provide reporting support as needed.

What you'll need

• Bachelor’s degree in science/engineering/mathematics.
• Analyst: 2–2.5 years in data programming & SQL, preferably in financial services.
• Associate: minimum 3 years in Data & Analytics (overall 3–5 years), preferably in financial services.
• Proficiency in MS Excel and PowerPoint.
• Experience or knowledge of SQL, Excel, Tableau, Python, and Dataiku (Dataiku is nice to have).
• Strong written, verbal, presentation, and interpersonal communication skills.
• Strong analytical and problem-solving skills with attention to numerical detail.

Details

• Collaboration with teams in Mumbai, US, and Budapest to distribute reports.