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Associate- Reporting & Analytics- Deposits & Cash Management (Wealth Management)

Morgan StanleyMumbai (MSA), Maharashtra

30+ days ago

Job description

Job Number : 3258435

Posting Date

Sep 3, 2024

Primary Location

Non-Japan Asia-India-Maharashtra-Mumbai (MSA)Education Level : Bachelor's Degree

Wealth ManagementEmployment Type : Full TimeJob Level : Associate

Description

Morgan Stanley is building out an industry-leading deposits and cash management offering, that capitalizes on the acquisitions of E

TRADE and Shareworks.

We are seeking a talented and motivated Associate to join the Morgan Stanley Private Banking Group's Deposits and Cash Management Product Management team. The team is responsible for a variety of deposit and payment products, with an emphasis on driving a holistic and engaging product experience spanning sweep deposits, savings, checking, CDs, and foreign currency deposits and payments.

The ideal candidate is motivated to quickly learn the product set in support of the expansion of the Deposits and Cash Management business and ensure that we meet business, firm, and regulatory expectations.

This is an opportunity to join U.S Based, entrepreneurial team, focused on innovation and growing deposits across all channels at Morgan Stanley. The Product Management team collaborates with cross functional partners including but not limited to : Treasury, Finance, Legal, Risk, Compliance, Sales, Marketing, Operations & Technology to discover, develop, build, enhance and grow deposits. We leverage competitor data, market insights and data to design solutions that meet customer needs, align to business goals and maximize revenue for the firm.

Key Responsibilities

Prepare management reports and financial analyses for deposit product performance on a daily, monthly, quarterly and ad hoc basis for consumption by team leadership, senior management and key stakeholders

Identify, report and investigate any data inconsistencies

Translate metrics and analyses into senior management ready and accurate presentation slides

Track competitor rates and strategies

Develop new deposits reporting and KPI tracking as needed, highlighting key business metrics and business opportunities

Maintain existing deposits dashboards and identify opportunities for new ones

Maintain a library of reports and analyses that can readily be accessed by the onshore team for the purpose of meeting internal and regulatory reviews and requests

Experience

Bachelor's / Master's degree in finance will be preferred

2-4 years of professional experience in Financial Services reporting or product management

Banking, wealth management and / or top tier consulting firm with a focus on banking or wealth management is a plus

Detail orientated, with exceptions analytical skills and a track record of delivery high quality work

Demonstrated success working independently and meeting multiple deadlines

Qualifications

Skills / Abilities

Proficient in MS Excel, PowerPoint & Outlook

Experience in working with large data sets and knowledge of SQL, Tableau, PowerBi, VBA will be a plus

Analytical & strategic thinker able to prepare key business data and metrics to be consumed by senior management, key stakeholders and regulators

Strong communicator with solid written and verbal presentation skills

Self-starter who is able to work independently on multiple tasks; efficient time management skills and attention to detail

Great data visualization and power-point skills, with ability to put together cohesive, senior management-ready decks

Ability to problem solve, translate business needs into specific project tasks

Excellent relationship building capabilities with internal partners to build consensus and drive solutions

Appreciate & encourage diversity of people, ideas & perspectives

Highly motivated and comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities.

EOE M / F / D / V Committed to Diversity

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximise 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.