NNA Analytics and Insights – Analyst /Associate
Core
Analyst/Associate role supporting Net New Assets (NNA) reporting, forecasting, and insights for Morgan Stanley's Wealth Management Division.
Role type
Analyst/Associate, data analytics
Builds
Senior management reports and NNA forecasting insights
Domain
Financial services, Wealth Management
Deliverable
dashboards & analysis
Required skills
SQL, data analytics, data validation, data reconciliation, benchmarking, MS Excel, problem-solving, numerical analysis
Preferred skills
Python, Dataiku, Tableau, MBA, Private Markets knowledge
Technologies
SQL, Excel, Tableau, Python, Dataiku
Responsibilities
Distribute daily/weekly/monthly/quarterly reports to senior management, consolidate NNA reporting, analyze competitor flows, investigate predictive use-cases, verify data accuracy
Seniority
Analyst (2-2.5 years exp) / Associate (3-5 years exp)
