Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.
At Morgan Stanley India, we support the Firm's global businesses, with critical presence across Institutional Securities, Wealth Management, and Investment management, as well as in the Firm's infrastructure functions of Technology, Operations, Finance, Risk Management, Legal and Corporate & Enterprise Services. Morgan Stanley has been rooted in India since 1993, with campuses in both Mumbai and Bengaluru. We empower our multi-faceted and talented teams to advance their careers and make a global impact on the business. For those who show passion and grit in their work, there's ample opportunity to move across the businesses.
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Morgan Stanley Wealth Management is a market leader in the US, providing full-service solutions to high net worth individuals and small to mid-size institutions across managed accounts, brokerage products, and banking and lending. In addition, E*TRADE at Morgan Stanley offers a cutting-edge self-directed platform to affluent clients and the Morgan Stanley at Work platform provides corporations with a wide range of workplace solutions.
Field Business Management oversees key business enablement functions for the US branch network, including but not limited to Financial Advisor Compensation, Asset Retention and Recovery, and the Former Advisor Program
Job Description
Associate / Analyst role to be a part of Field Business Management at Morgan Stanley Wealth Management. The primary responsibilities will be reporting, analysis and insights on trends and activities that are driving the results working closely with members of Wealth Management Field Home Office.
Position Responsibilities
> Execute preexisting processes related to key Field Home Office functions
> Point person with various corporate partners to conduct research and analysis, specifically with Human Resources, Finance and Technology
> Collaborate with teams in Mumbai, NY, and Budapest to distribute a suite of management reporting and trend analysis produced on monthly and quarterly basis
> Understand Wealth Management Home Office initiatives as a basis to perform analysis
> Develop, implement and present policy specifications, key data and metrics to management
> Leverage different data sources and methodologies to verify accuracy of outputs
> Identify key issues, gather data to investigate those issues and develop actionable recommendations
> Perform other duties and special projects as assigned
Qualifications
> Minimum of 1-2 years of Wealth Management or Industry experience
> Bachelor's degree required
> 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
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.