Workforce and Reporting, Client Segments, Analyst, Wealth Management

The SRU Workforce and Reporting Analyst will work directly with the SRU Workforce Manager to optimize employee resource allocation and productivity, forecast staffing needs, and analyze workforce trends. Additionally, the Workforce and Reporting Analyst will work closely with the SRU Data / Analytics and Technology teams to manage routine systems and process maintenance, as well as respond to ad-hoc requests within the Service Review Unit lines of business. Strong technical, analytical, and communication skills will enhance the ability to succeed in this role.

Responsibilities Include

Collaborate with SRU leadership to ensure adequate allocation of resource management across SRU lines of business.

Maintaining Workforce scheduling for employees across SRU lines of business, including schedule updates, team / management change requests, and time off updates.

Provide summarized service level agreement (SLA) metrics to departmental managers, clients, and additional stakeholders as needed.

Prepare monthly performance and activity reports for both internal and external stakeholders.

Conduct periodic data validation to ensure the accuracy, consistency, and integrity of workforce and reporting data across systems.

Respond to a wide range of ad-hoc workforce, analytics, and technology requests for SRU lines of business.

Execute other duties as assigned. Qualifications

Experience with workforce management systems and / or Data Visualization programs.

Strong proficiency in Microsoft Excel, including formulas, pivot tables, and data visualization.

Experience with other Microsoft Office programs such as PowerPoint, Outlook, and Teams.

Demonstrate strong time management, resource management, and multi-tasking capability to efficiently manage multiple priorities in a demanding environment.

Excellent verbal and written communication skills to relay workforce and data results to both technical and non-technical audiences.

Strong data and analytical skills with the ability to analyze & report on large data sets, leveraging Excel and various dashboards / tools to extract and communicate actionable insights.

Experience with SQL or other data querying languages is a plus.

Education

Bachelor&aposs degree or equivalent work experience

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&aposs 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.

Show more

Show less

Skills Required

Microsoft Excel, Sql