WM Platforms Analytics - Assistant Vice President

Morgan Stanley • Purchase, NY

9d • $85,000 - $140,000

About The Position

WM Platforms Analytics – AVP Wealth Management Platforms Purchase, NY This role sits within the Strategy & Execution function on the WM Platforms Analytics team which across the Platforms Organization delivers scalable data, analytics and reporting solutions that unlock insights and accelerate decision making. This requires an individual with strong data modeling and analytical skills, along with the ability to visualize data in a clear and concise manner. Additionally, strong communication and presentation skills are also critical to success in the function as we collaborate with many partners to bring our work to life. About Morgan Stanley Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm’s employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. Morgan Stanley is committed to helping its employees build meaningful careers and we strive to be a place for people to learn, achieve and grow. Department Overview In the Wealth Management division, we help people, businesses and institutions build, preserve, and manage wealth so they can pursue their financial goals Wealth Management (WM) Platforms manages industry-leading platforms, across all WM channels and client segments, to provide a unified digital experience, unlock growth, and deliver efficiencies for Advisors, Clients, and Institutions. WM Platforms consists of nine sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow Solutions, Digital Trading & Investing, UX Design & Research, Strategy & Execution. Business Control & Support, and the Chief Operating Office.

Requirements

• Bachelor's degree in Business Management, Finance, Data Science or other related field
• 7+ years of relevant of experience in data or analytical role; wealth management industry experience a plus
• Prior experience working with DataIku and Tableau is preferred
• Advanced proficiency with Microsoft Excel (e.g., pivot tables and lookup functions), along with Microsoft PowerPoint for building meaningful presentations.
• Ability to manage ambiguity and bring focus with recommendations on solving tactical and strategic challenges
• Ability to work in a fast-paced environment, both independently and as part of a team, and under strict and changing deadlines
• Strong sense of ownership, organization, communication, and accountability
• Technical aptitude and desire to learn new applications and processes

Nice To Haves

• Prior experience working with DataIku and Tableau is preferred
• 7+ years of relevant of experience in data or analytical role; wealth management industry experience a plus

Responsibilities

• Translate business needs into data and reporting requirements that support developing platforms to better serve our Clients, Advisors and Support staff
• Develop and implement data and reporting strategies that align with our business and Organizational objectives
• Drive data-driven decision-making by delivering insights that improve client segmentation, personalization and investment performance
• Build dashboards and visualizations to monitor KPIs and platform engagement metrics
• Partner across the Organization to ensure data supports end-to-end processes
• Present and clearly articulate process and rationale for proposed ideas and solutions

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees