Data & Analytics (GIO), Director, WM Administration, Wealth Management

Morgan Stanley — Mumbai, India

Department Profile: The Analytics & Data (A&D) organization is a key growth area within Morgan Stanley’s Wealth Management Division, playing a critical role in the execution of the wider Wealth Management strategy. The team owns all the executive reporting, insights, and predictive modeling in support of Wealth Management business. The use of analytics and data will be a key driver in accelerating growth across client segments, enabling data-driven decision making and delivering the best client experience. Position Summary: We are looking for an experienced professional to join the Analytics & Data organization who will be responsible for analytics for Financial Planning team within Morgan Stanley’s Global Investment Office (GIO). The candidate will be involved in building the analytics infrastructure for Financial Planning, with a focus on uncovering opportunities to deepen client engagement and improve financial planning efficacy and effectiveness. The candidate will work with data in a hands-on capacity to provide analytics, insights, and business intelligence that will help decision making and strategy. They will be responsible for owning delivery of key reports to US-based team members and leadership. The ideal candidate will display a high-level of autonomy, curiosity about data, and the ability to determine timely solutions while also thinking strategically to drive business results. Key Responsibilities: Key responsibilities will include but will not be limited to the following: Support US-based colleagues with reporting, insights generation, and process optimization/maintenance for Financial Planning analytics. Focus areas will be performance measurement through KPI reporting, analytical deep dives, client and platform engagement, and ad hoc strategic requests Leverage data across disparate sources/formats to create and maintain new and innovative datasets and solutions while continuing to streamline existing processes to improve efficiency. Create comprehe

View on HireSetu