Morgan Stanley

FBM Analytics & Operations - Client Segments - Analyst - Wealth Management

Posted On

May 28, 2025

Location

Mumbai, Maharashtra

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

June 18, 2025

Job Description

Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.

At Morgan Stanley India, we support the Firm’s global businesses, with critical presence across Institutional Securities, Wealth Management, and Investment management, as well as in the Firm’s infrastructure functions of Technology, Operations, Finance, Risk Management, Legal and Corporate & Enterprise Services. Morgan Stanley has been rooted in India since 1993, with campuses in both Mumbai and Bengaluru. We empower our multi-faceted and talented teams to advance their careers and make a global impact on the business. For those who show passion and grit in their work, there’s ample opportunity to move across the businesses.

Morgan Stanley Wealth Management is a market leader in the US, providing full-service solutions to high net worth individuals and small to mid-size institutions across managed accounts, brokerage products, and banking and lending. In addition, E*TRADE at Morgan Stanley offers a cutting-edge self-directed platform to affluent clients and the Morgan Stanley at Work platform provides corporations with a wide range of workplace solutions.

Field Business Management oversees key business enablement functions for the US branch network, including but not limited to Financial Advisor Compensation, Asset Retention and Recovery, and the Former Advisor Program

Job Description

Associate / Analyst role to be a part of Field Business Management at Morgan Stanley Wealth Management. The primary responsibilities will be reporting, analysis and insights on trends and activities that are driving the results working closely with members of Wealth Management Field Home Office.

Position Responsibilities

Execute preexisting processes related to key Field Home Office functions
Point person with various corporate partners to conduct research and analysis, specifically with Human Resources, Finance and Technology
Collaborate with teams in Mumbai, NY, and Budapest to distribute a suite of management reporting and trend analysis produced on monthly and quarterly basis
Understand Wealth Management Home Office initiatives as a basis to perform analysis
Develop, implement and present policy specifications, key data and metrics to management
Leverage different data sources and methodologies to verify accuracy of outputs
Identify key issues, gather data to investigate those issues and develop actionable recommendations
Perform other duties and special projects as assigned

Qualifications

Minimum of 1-2 years of Wealth Management or Industry experience
Bachelor’s degree required
Strong organizational, project management and analytical skills
Must be a self-starter and a quick learner, able to prioritize multiple projects and complete deliverables in a timely manner with exceptional attention to detail
Possess a strong sense of accountability/ownership
Self-motivated and able to work on a strong team and high activity environment
Flexible in work style and able to work collaboratively with others on the team
Demonstrated effectiveness with both oral and written communication

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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