FBM & Practice Strategy Analytics & Operations, Client Segments, Analyst, Wealth Management
Morgan Stanley (company site, opens in a new tab)1–3 yrsMumbaiOn-siteDirect career pageEst. 8–18 LPA
Posted on 1 Sept
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Job description
Structured overview of role & requirements
About This Role
- Responsible for reporting, analysis, and insights on trends and activities impacting Wealth Management results.
- Collaborate with global teams to distribute management reports on daily, weekly, monthly, and quarterly cycles.
- Develop, implement, and present data and metrics to senior management and verify data accuracy across various sources.
Minimum Requirements
- Bachelor's degree required.
- 1-3 years of experience in Wealth Management or related industry.
- Strong organizational, project management, and analytical skills.
- Work Experience Required: 1-3 years in Wealth Management or Industry
Ideal Candidate Profile
- Experienced in financial reporting and data analysis within Wealth Management.
- Capable of partnering with cross-functional and global teams (Mumbai, NY/NJ, Budapest) to deliver consistent insights and reporting.
- Able to manage multiple projects with attention to detail and ownership, delivering actionable recommendations to senior management.