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Tier-1 brand, metro location, and mid-level generalist analytics role increase applicant competition.
Strong wealth-management and financial planning focus limits cross-industry transferability.
Explicit 6+ years, required SQL/analytics skills and finance domain expertise make filters stringent.
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Own analytics and reporting for the Financial Planning team within Morgan Stanley’s Global Investment Office, focusing on uncovering opportunities to deepen client engagement and improve financial planning effectiveness.
Deliver key reports and insights to US-based team members and leadership, including KPI reporting, analytical deep dives, and ad hoc strategic requests.
Develop and maintain analytics infrastructure involving data integration, automation, and visualization to improve efficiency and support decision-making.
Bachelor’s degree in science, engineering, or mathematics; MBA or advanced degree preferred.
Minimum 6 years of experience in Data & Analytics, preferably in financial services industry.
Strong proficiency in SQL and hands-on experience with data analytics across multiple data platforms.
Proficiency in Microsoft Office tools; experience with data visualization tools like Tableau is desirable; familiarity with Dataiku, Snowflake, Hadoop, DB2, Salesforce is a plus.
Experienced in independently delivering analytics solutions with strong accountability and attention to detail in high-visibility roles.
Skilled in building automated, efficient analytics processes and partnering cross-functionally with data strategy, infrastructure, and technology teams.
Comfortable communicating complex insights clearly to geographically dispersed teams and leadership.