FBM Analytics & Operations, Client Segments, Analyst, Wealth Management

About Us

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

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

What You Can Expect From Morgan Stanley

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https : / / www.morganstanley.com / about-us / global-offices into your browser.

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.

Skills Required

Research, reporting analysis, Project Management