WM Platforms Analytics - Assistant Vice President
About The Position
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 We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between $85,000 and $140,000 per year at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
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
- 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
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
