Morgan Stanley

Analyst - Run the Bank, Deposits (Wealth Management)

Posted On

May 7, 2025

Location

Mumbai, Maharashtra

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

June 18, 2025

Job Description

Morgan Stanley is building out an industry-leading deposits and cash management offering, that capitalizes on the acquisitions of E*TRADE and Shareworks.
We are seeking a talented and motivated Analyst to join Morgan Stanley Private Banking Group's Deposits and Cash Management Product Management team. The team is responsible for a variety of deposit and payment products, with an emphasis on driving a holistic and engaging product experience spanning sweep deposits, savings, checking, CDs, and foreign currency deposits and payments.
The ideal candidate is motivated to quickly learn the product set and the relevant risk control management facilities in support of the expansion of the Deposits and Cash Management business, and work to ensure that we meet the business, risk, regulatory and compliance expectations. This role will be also responsible for the management of risk and operational issues that arise from the products.
This is an opportunity to join a U.S based entrepreneurial team at Morgan Stanley. The role works closely with the Product Management team and collaborates with cross functional partners including but not limited to: Second line risk, Audit, AML, GFC, Treasury, Finance, Legal and Compliance, Operations & Technology to remediate risks, enhance controls for deposit products.

Key Responsibilities
> Assist in resolution of identified product issues, execution of remediation processes and control enhancement by collaborating with key stakeholders.
> Manage business controls, policies and procedures, self-assessment process, and legal and compliance requests
> Perform monitoring tasks, such as AAA closed accounts reporting, sweep remediation, sweep exception reviews for both FA channel and ETRADE channel, etc.
> Develop new deposits reporting and KPI tracking as needed, highlighting key business metrics and business opportunities
> Collaborate with stakeholders and risk partners across multiple business functions to execute strategic initiatives and projects.
> Maintain a library of reports and analyses that can be readily accessed by the onshore team for the purpose of meeting internal and regulatory reviews and requests.
> Plan and execute on the department's strategy to enhance the risk control environment by leveraging emerging technology, automation, dashboarding etc. for efficient risk reporting and analysis.

Experience

> Bachelor's degree in finance and risk management preferred
> 1-3 years of professional experience in Financial Services reporting or risk management, finance, legal/compliance
> Familiarity with operational and business risk management is preferred
> Attention to detail, strong analytical, quantitative, and investigative problem-solving abilities, with exceptional analytical skills and a track record of delivering high-quality work
> Demonstrated success working independently and meeting multiple deadlines
> Strong project management and technical reporting skills, e.g. dashboard creation Skills/Abilities
> Advanced proficiency in MS Excel, PowerPoint & Outlook
> Experience working with large data sets, with knowledge of SQL, Tableau, Power BI, and/or VBA is a plus
> Demonstrated analytical & strategic thinking skills
> Strong communicator with solid written and verbal presentation skills
> Self-starter who is able to work independently on multiple tasks, efficient time management skills and attention to detail
> Great data visualization and PowerPoint skills, with ability to put together cohesive, senior management-ready decks
> Ability to problem solve and translate business needs into specific project tasks
> Excellent relationship building capabilities with internal partners to build consensus and drive solutions
> Appreciate and encourage diversity of people, ideas, and perspectives
> Highly motivated and comfortable in a fast-paced and evolving environment

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.

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