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

An Analyst role focusing on reporting, analysis and insights on trends and activities driving results at Morgan Stanley Wealth Management Home Office.

Key Responsibilities

• Act as point person with corporate partners to develop analysis, produce reporting, and conduct research.

• Collaborate with global teams to distribute a suite of management reports on daily, weekly, monthly, and quarterly basis.

• Perform daily, monthly, and quarterly reporting and trend analysis on metrics.

• Develop, implement and present key data and metrics to senior management.

• Leverage different data sources and methodologies to verify accuracy of output.

Requirements

• Minimum of 1-3 years of Wealth Management or Industry experience

• Bachelor’s degree required

• Strong organizational, project management and analytical skills