Client Analytics & Reporting, AVP

Morgan Stanley•Alpharetta, GA

About The Position

The Client Analytics & Reporting team within the COO team of the Direct & Institutional Businesses supports a broad array of responsibilities. You will be responsible for querying data from various applications, organizing and analyzing it to identify trends, and developing data visualizations and reports for business leaders. You will also be responsible for identifying inconsistencies in the data and thinking strategically about ways to improve data quality and reporting to support the business.

Requirements

Bachelor’s degree with strong academic record
5+ years of relevant work experience
Strong excel and PowerPoint skills
Experience using data visualization reporting tools (e.g. Tableau, Dataiku, PowerBI)
Experience building and running reports in Salesforce
Ability to work independently and possess a strong sense of accountability and ownership
Self-starter and quick learner, able to prioritize to manage delivery and execution of a wide range of tasks and initiatives
Strong analytical and problem-solving skills
Strong attention to detail, aptitude for working with numerical information
Ability to collaborate effectively with multiple stakeholders

Responsibilities

Connect client data to business, industry, and economic performance data to generate relevant, actionable insights and provide strategic and tactical recommendations.
Perform modeling to predict business outcomes.
Locate and define new process improvement or automation opportunities.
Work closely with colleagues in Analytics & Data, Finance, Sales, Product and Strategy to provide insights that drive business results.