Business Reporting Client Segments Associate Wealth Management

About Us

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firms employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Business Overview

EWS includes multiple client and participant facing business units, providing financial and account services through a centralized contact center structure.

Business Reporting, Associate role is to be a part of EWS Home Office. The primary responsibilities will be managing and completing business reporting that captures business results and statistics across EWS.This reporting also provides insights on trends and activities that inform business strategy.

Responsibilities

• Develop and generate business reports on schedule (e.g., weekly, monthly, quarterly).
• Create Power BI dashboards using tools such as Excel, Tableau or Dataiku.
• Identify patterns, trends and outliers in business performance.
• Maintain and update reporting tools, dashboards and databases.
• Automate data extraction and reporting processes where possible.
• Streamline reporting workflows to improve efficiency.
• Gather data from various sources, including databases, CRM systems (e.g. Salesforce), Power BI, etc.
• Ensure data accuracy, completeness and consistency.
• Collaborate with the Home Office and Business Leaders on new reporting requirements.
• Provide ad-hoc reporting as needed.
• Analyze data to identify key trends and anomalies for key business metrics.
  
  

Qualifications

• Minimum of 1-2 years of Wealth Management or Industry experience.
• Bachelor’s degree required.
• Strong Excel skills.
• Proficient with Dataiku, SQL, Tableau, Power BI.
• Strong organizational, project management and analytical skills.
• Must be a self-starter and a quick learner, able to prioritize multiple projects and complete deliverables in a timely manner with exceptional attention to detail.
• Possess a strong sense of accountability/ownership.
• Self-motivated and able to work on a strong team and high activity environment.
• Flexible in work style and able to work collaboratively with others on the team.
• Demonstrated effectiveness with both oral and written communication.
  
  

What You Can Expect From Morgan Stanley

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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 whats best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. 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.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

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