Morgan Stanley

Director - Reinvestment Reporting & Analytics (Wealth Management)

Posted On

Feb. 27, 2025

Location

Mumbai, Maharashtra

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

May 7, 2025

Job Description

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.

Department Profile
> Corporate and Institutional Solutions (CIS) is a division within Morgan Stanley Wealth Management comprised of Corporate & Digital Solutions, Morgan Stanley @ Work, Virtual Client Solutions, Reinvestment, and Strategic Client Management.
> The overall goal and vision of CIS is to create a corporate experience and a consistent corporate employee (participant) experience and to engage them throughout their financial life journey that will ultimately lead to a furthering and deepening of their Morgan Stanley Wealth Management relationships.
> The Strategy & Execution function to deepen client relationships within Morgan Stanley @ Work is focused on developing, coordinating, and executing strategic initiatives across the business. We work closely with senior leadership to analyze information, develop recommendations, and design comprehensive plans to capture growth opportunities.
> This team's role within the function is specifically focused on driving growth, measured by net new assets or households, across multiple product lines such as Public and Private Market Stock Plan, Retirement, Executive Financial Services, Mergers & Acquisitions, and E*TRADE retail opportunities.

Role Profile
> This individual will join a team of high performers in identifying and sizing opportunities and help drive a new holistic B2C cross-sell strategy
> In this role, you will support the team's reporting and analytics needs, to facilitate strategic discussions with internal stakeholders and senior executives.
> The role will require a person who is capable of statistical modeling, querying data, and quantitative analysis on complex issues to drive key initiatives forward to help rapidly grow our business.
> The ideal candidate will have a demonstrated record of critical thinking, performing analysis, and partnering with other stakeholders to solve complex issues.

Qualifications

Experience:
> Bachelor's degree
> 6 to 9 Years in top-tier management consulting, engineering, technology, or financial services firm.
> Experience in financial services preferred, Wealth Management expertise a plus.

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.

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 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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.

We're committed to bringing passion and customer focus to the business.

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.

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