AVP/ Director - US banks - Banking & Lending Data (Wealth Management)

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.

Morgan Stanley’s lending, deposit, and cash management solutions are delivered through Wealth Management’s Private Banking Group (“PBG”) which is responsible for developing, launching and managing innovative banking and lending services tailored for Wealth Management clients through bank entities, Morgan Stanley Bank, NA (“MSBNA”) and Morgan Stanley Private Bank NA (“MSPBNA”). These services include home loans, securities-based loans, deposit accounts, access to a range of banking services, and a growing array of digital banking and lending capabilities. PBG and the Banks are important contributors to both the revenue and earnings of Wealth Management and represent a significant growth opportunity for the Firm.

The PBG Analytics team provides data driven insights to the PBG product, sales and marketing teams and advises Senior Leadership on key decision points through analytics and research. This highly collaborative team is looking for a strategic thinker with excellent data and analytical skills - someone with a passion for driving business growth by helping to develop hypotheses, uncover new opportunities, and quantify their potential impact.

Position Summary

• Research and analyze data pertaining to Banking and Lending clients, as well as the broader wealth management client base
• Synthesize key findings to solve business problems and generate business insights
• Develop Customized Reporting of data and insights in support of ongoing business initiatives
• Design/create management dashboards/reports with key KPIs to measure and track success
• Highlight business trends and identify potential growth opportunities to drive higher adoption of PBG deposit and lending solutions across all channels: FA Advised, Self-Directed, and Workplace
• Research questions from senior management and deliver data-driven solutions to complex business problems
• Utilize product/data knowledge to deliver on ad-hoc analysis when required
• Mentor /Train junior team members in terms of personal development, oversee production to ensure deliverables are on time and are of high quality, and provide timely feedback.
  
  

 

Experience

• Master’s degree in mathematics, Economics, Computer Science or related education
• 7 -9years of experience in an Analytics role in any peer banks or financial institution
• Experience and/or interest in Wealth management, Banking and Lending as plus
• Experience with Data visualization tools (Tableau) a plus
  
  

Required Skills

• Strong analytical skills with acumen to summarize key findings in a succinct manner for senior management.
• Possess strong problem identification and solution techniques. Ready to accept challenge with an ability to assess issues from multiple angles.
• Strong experience with data analytics toolsets/packages (SQL, SAS, Dataiku, etc.)
• Familiarity with Python/R a plus
• Proficient in MS Excel, PowerPoint & Outlook
• Must be an excellent communicator (both oral and written communication) with outstanding listening skills.
• Must be a self-starter and a quick learner, able to prioritize and work under tight deadlines
• Ability to work independently and possess a strong sense of accountability/ownership.
• Ability to work in a team environment and partner with multiple individuals across various groups.
• Strong attention to detail, aptitude for working with numerical information.
• Highly motivated and comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities.
  
  

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

Posting Date

Oct 14, 2024

Primary Location

Non-Japan Asia-India-Maharashtra-Mumbai (MSA)

Education Level

Bachelor's Degree

Job

Wealth Management

Employment Type

Full Time

Job Level

Director