Business Analytics, US Banks Analytics, Vice President

Morgan Stanley • Purchase, NY

10d

About The Position

Morgan Stanley’s Wealth Management Analytics & Data team within the Strategy & Analytics group provides executive reporting, insights, and predictive modeling for Wealth Management, Banking, and Firmwide Marketing. The US Banks Analytics team is seeking an analytically driven professional to support strategic business growth. Morgan Stanley’s U.S. Banks deliver lending, deposit, and cash management solutions for Wealth Management clients, including home loans, securities-based loans, deposit accounts, banking services, and digital banking and lending capabilities. The US Banks are significant contributors to Wealth Management revenue and earnings and represent a growth opportunity for the Firm.

The Vice President will analyze complex datasets and develop insights, recommendations, metrics, and executive-ready materials to inform business decisions. The role partners across business functions, supports strategic initiatives, improves analytics capabilities, and maintains rigorous data quality. It also includes day-to-day guidance and oversight of a junior team member, including prioritization, review of analytical work, and professional development.

Requirements

• Bachelor’s degree in a quantitative or analytical field such as Economics, Finance, Statistics, Mathematics, or Engineering.
• At least 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.
• Excellent written and verbal communication skills, including the ability to explain complex findings clearly and compellingly to senior audiences.
• Strong attention to detail and demonstrated commitment to data integrity and analytical rigor.
• Ability to build relationships and collaborate across functions and seniority levels, and confidence presenting insights and recommendations to a broad range of stakeholders.
• Motivated and comfortable working in a fast-paced, dynamic environment with multiple priorities.
• Intellectually curious and comfortable addressing ambiguous problems from multiple perspectives, developing structured analytical approaches, and exercising sound judgment.

Nice To Haves

• Familiarity with Python and/or R.
• Experience with analytical platforms such as SAS, Dataiku, or similar tools.

Responsibilities

• Analyze large, complex datasets to identify trends, drivers, opportunities, and actionable insights concerning client behavior, balances, flows, product usage, and engagement.
• Partner with Product, Sales, Marketing, Finance, and other cross-functional teams to shape analytical approaches and provide data-driven perspectives on business priorities.
• Research and address strategic questions from senior management, translating 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 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 data quality, accuracy, and consistency through validation, reconciliation, and documentation.
• Manage and mentor a junior team member, providing direction on priorities, analytical approaches, deliverable quality, and stakeholder communication.

Benefits

• Morgan Stanley offers comprehensive employee benefits and perks, although specific benefits are not listed.
• Depending on the position, total compensation may include commission earnings, incentive compensation, discretionary bonuses, short- and long-term incentive packages, and other sponsored benefit programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior