Analyst - GIO Data and Analytics Generalist (Wealth Management)

GIO Data and Analytics Generalist, Analyst

Role Description

The role is based out of Mumbai and requires collaborating with other members of GIO’s team to support a variety of analytics functions including updating and managing performance dashboards, and generating reports, aggregating data, and updating various data sets from multiple sources for the business. The job will involve keeping information up to date, producing management material and reports to analyze trends and activity as well as working on various regular and ad hoc tasks. Regular interaction with the COO Team, Investing with Impact Team and Portfolio Construction team will be required. This individual will also learn how to update ChartBook slides and will learn the Model Risk Management (MRM) process to serve as a support to Chartbook & Dashboard Data Analyst and MRM and Data Associate.

Primary Responsibilities:

• Reporting and Analytics: Prepare regular and ad hoc analysis for senior management and internal reporting highlighting readership, content portal usage, etc.
• Interactions reports: Producing client interactions reports to analyze trends and show over- or under-serviced regions and financial advisors.
• Conduct model validation for a variety of models by challenging model assumptions, mathematical formulation, and implementation.
• Providing dashboard support to a variety of teams, which may include designing dashboards and regular updates of data from the data lake.
• Conduct model validation for a variety of models by challenging model assumptions, mathematical formulation, and implementation.
• Downloading Morningstar and FactSet data for Chartbook and Manager Analytics & Scoring and creating charts to present this data.

Qualifications

• 0-2 years of relevant work experience, bachelor’s degree
• Strong Knowledge of Microsoft Word, Advanced Excel, PowerPoint and data modelling, wrangling and visualization (Tableau or BI equivalent Power BI), familiar with technologies relevant to data lakes
• Strong writing and oral communication skills, ability to explain complex data in simple terms.
• Understanding of financial markets and their key drivers
• Experience with market data research systems (e.g., Bloomberg, FactSet, Haver, etc.)
• Comfort juggling multiple priorities; strong organizational and time management skills.
• Ability to work effectively as a member of a team or independently.
• Persistence, tenacity, and drive for results, Strong attention to detail

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.

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.