NNA Analytics & Insights, Associate/Analyst, WM Admin, Wealth Management
Core
Analyst/Associate role supporting Net New Assets (NNA) reporting, forecasting, and insights for Morgan Stanley's Wealth Management business.
Role type
Associate/Analyst in Analytics & Data (NNA Analytics & Insights)
Builds
Daily, weekly, monthly, and quarterly senior management reports on NNA and competitor flows
Domain
Financial Services / Wealth Management
Deliverable
dashboards & analysis
Required skills
SQL, MS Excel, data analytics, data validation, data reconciliation, benchmarking, numerical analysis
Preferred skills
Python, Tableau, Dataiku, MBA, financial services industry experience
Technologies
SQL, Excel, Tableau, Python, Dataiku
Responsibilities
Distribute senior management reports across multiple timeframes, consolidate and streamline NNA reporting, analyze data to identify trends, investigate competitor flows, verify data accuracy
Seniority
Junior to Mid-level IC