NNA Analytics and Insights – Analyst /Associate
Core
Analyst/Associate supporting Net New Assets (NNA) reporting, forecasting, and insights for Morgan Stanley's Wealth Management Division, focusing on Private Markets opportunities and competitor flows.
Role type
Analyst/Associate, hands-on IC data analyst
Builds
Daily, weekly, monthly, and quarterly NNA reports and forecasts for senior management
Domain
Financial services / Wealth Management / Data Analytics
Deliverable
dashboards & analysis
Required skills
SQL, data analytics, data validation, data reconciliation, benchmarking, MS Excel, MS PowerPoint, numerical analysis
Preferred skills
Python, Dataiku, Tableau, MBA, financial services industry experience
Technologies
SQL, Excel, Tableau, Python, Dataiku
Responsibilities
Distribute senior management reports on daily, weekly, monthly, and quarterly basis; consolidate and streamline NNA reporting across teams; analyze data to identify trends and key drivers of NNA; investigate analytical or predictive use-cases for NNA forecasting; verify accuracy of output using different data sources and methodologies.
Seniority
Analyst (2-2.5 years exp) / Associate (3-5 years exp)