The posting
Morgan Stanley (“MS”) 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.
The Wealth Management Analytics & Data (A&D) team within Morgan Stanley Strategy & Analytics group owns all the executive reporting, insights, and predictive modeling in support of Wealth Management, Banking, and Firmwide Marketing. We are seeking a talented, analytically driven professional to join the US Banks Analytics team within A&D. This highly collaborative group is looking for a strategic thinker with strong data and analytical skills and a passion for driving business growth.
Morgan Stanley’s U.S. Banks deliver lending, deposit, and cash management solutions for Wealth Management clients, and are responsible for developing, launching and managing innovative banking and lending services. These include home loans, securities-based loans, deposit accounts, access to a range of banking services, and a growing array of digital banking and lending capabilities. The US Banks are important contributors to both the revenue and earnings of Wealth Management and represent a significant growth opportunity for the Firm.
The ideal candidate will bring intellectual curiosity, strong analytical judgment, a strategic mindset, and exceptional attention to detail, along with the ability to communicate complex findings clearly and influence decision-making with senior stakeholders. As a Vice President, this individual will also be expected to provide day-to-day guidance and oversight to a junior team member, helping prioritize work, review analytical output, and support their professional development.
Position Summary
- Analyze large, complex datasets to identify trends, drivers, opportunities, and actionable insights related to client behavior, balances, flows, product usage, and engagement
- Partner closely with Product, Sales, Marketing, Finance, and other cross-functional teams to shape analytical approaches and provide data-driven perspectives on key business priorities
- Research and address strategic questions from senior management, translating complex data and 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 compelling, 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 a high standard of data quality, accuracy, and consistency through rigorous validation, reconciliation, and documentation
- Manage and mentor a junior team member, providing direction on priorities, analytical approaches, quality of deliverables, and stakeholder communication
Experience/Skills Required
- Bachelor’s degree in a quantitative or analytical field (e.g., Economics, Finance, Statistics, Mathematics, Engineering), supported by 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, with familiarity with Python and/or R; experience with analytical platforms such as SAS, Dataiku, or similar tools is a plus
- Excellent written and verbal communication skills, with the ability to translate complex data and analytical findings into clear, concise, and compelling narratives for senior audiences
- Strong attention to detail and a demonstrated commitment to data integrity and analytical rigor
- Ability to build strong relationships and collaborate effectively across functions and levels of seniority, with confidence presenting insights and recommendations to a broad range of stakeholders
- Highly motivated and comfortable operating in a fast-paced, dynamic environment with multiple priorities
- Intellectually curious and comfortable approaching ambiguous problems from multiple perspectives, developing structured analytical approaches, and exercising sound judgment
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. 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. 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.
Expected base pay rates for the role will be between $115,000 and $190,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
