Morgan Stanley

NNA and Transaction Flow Insights Analyst, Vice President

Morgan Stanley • $115K — $190K *
New York, NY 10025In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 5-10 years of experience in Data or Analytics roles, ideally within financial services.
  • Bachelor's degree in a relevant field; MBA or advanced degree preferred.
  • High proficiency in SQL, Excel, Word, and PowerPoint; familiarity with Tableau, Python, Dataiku, and AI tools is a bonus.
  • Strong analytical skills with a focus on driving decision-making through data insights and solutions.
  • Exceptional problem-solving abilities with a knack for identifying issues and developing recommendations.
  • Meticulous approach to data quality control and attention to detail.
  • Excellent communication skills, capable of simplifying complex information for diverse audiences.
  • Proven team collaboration skills with flexibility in work style.

Responsibilities

  • Build new data flows addressing high-impact business questions related to NNA, FBF, P2A, and competitor flows.
  • Assist in ongoing reporting for NNA, FBF, and P2A across various projects and stakeholders.
  • Validate data accuracy, resolve inconsistencies, and troubleshoot unique data scenarios for quality deliverables.
  • Analyze business drivers and communicate findings effectively to stakeholders.
  • Collaborate with cross-functional teams and engage with stakeholders at all levels.
  • Guide junior team members globally in prioritization and problem-solving.
  • Explore and implement efficiency improvements using AI tools and redesign processes with standardization.

Benefits

  • Access to advanced AI tools to enhance work efficiency.
  • Collaborative work environment with global team members.
  • Opportunities for ongoing learning and training.
  • Exposure to high-impact business decisions and metrics.
  • Chance to build relationships with senior managers and stakeholders.
Full Job Description
Position Summary:

Vice President role to join our Analytics & Data organization in the NNA Analytics and Insights team function which is responsible for advanced analytics related to building Net New Assets (NNA) reports and creating insights on the key drivers of NNA - the most important and visible metric for the WM business. The role will focus on deep analytics of transactional data, money movement trends, and also support advanced analytics and reporting in Fee-based flow(FBF) and Path-to-Advice flow(P2A) which are two other critical metrics.

Key Responsibilities:

Key responsibilities will include but will not be limited to the following:

  • Build new data flows to address high-impact business questions regarding Net new asset (NNA, fee-based flows (FBF), path to advice(P2A) flows and competitor flows.
  • Assist in NNA/FBF/P2A ongoing reporting across multiple projects and stakeholders.
  • Validate data accuracy, reconcile data inconsistency and troubleshoot idiosyncratic scenarios for high quality deliverables
  • Analyze business drivers and communicate effectively to associated stakeholders.
  • Collaborate effectively with cross-functional teams and stakeholders at all levels of the organization.
  • Guide junior members across the global team at NY, Budapest and Mumbai in work priority and problem solving ideas
  • Explore efficiency through leveraging Firm-provided AI tools, redesign processes, and create easy to implement standards across partners


Experience:

  • A minimum of 5-10 years of experience in a Data or Analytics role, preferably in the financial services industry.
  • Bachelor's degree in relevant field; MBA or other advanced degree preferred.


Required Skills:

  • High proficiency in SQL, Microsoft Excel, Word, and PowerPoint. Experiences with Tableau, Python, Dataiku, and AI tools are a plus.
  • Strong analytical skills with the ability to use data to drive decision-making, specifically experience in defining analytical approaches and applying a range of analytical tools to synthesize insights and develop solutions.
  • Exceptional problem-solving skills, including the ability to identify key issues, gather relevant data to investigate those issues and develop actionable recommendations.
  • Experience working with multiple data sources and basic understanding of data strategies.
  • Experienced in data quality control and meticulous with data details.
  • Excellent communication skills, including the ability to present complex information in a clear and concise manner.
  • Teamwork skills - The candidate must be flexible in their work style and be able to work collaboratively with others on the team.
  • Client management skills - The candidate must demonstrate the ability to closely partner with senior managers and other stakeholders on reporting needs.
  • Comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities.


Registration Required:

  • No


Expected base pay rates for the role will be between $115,000 and $190,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

About Morgan Stanley

Morgan Stanley Investment Management are active managers of capital, working to outperform the market and deliver results for their clients. Morgan Stanley Investment Management's long-tenured professionals apply their experience and expertise across public and private markets, in single-sector, multi-asset and custom solutions.

Morgan Stanley Careers

Joining Morgan Stanley today means becoming part of a global team dedicated to strengthening communities, pioneering innovation, and fostering diversity. As a leading global financial services firm, Morgan Stanley offers unparalleled job opportunities, career growth, and a culture of leadership that together create an exceptional employment experience. Work You’ll Do At Morgan Stanley, you will collaborate with knowledgeable professionals to drive innovation and deliver solutions in financial services. Our team is composed of diverse, talented individuals who bring their unique skills and perspectives to work every day, setting the standard for leadership in the global market. Morgan Stanley is not just a company; it's a place where ambitious, creative, and skilled individuals can build a rewarding career. Here, you can experience the benefits of a vibrant culture dedicated to professional growth and diversity training. Internship Programs Kickstart your career with Morgan Stanley’s internship programs. These positions offer invaluable industry insights and professional experience to students and recent graduates. Interns at Morgan Stanley gain hands-on experience, working alongside seasoned experts in a dynamic, supportive environment. Innovation and Professional Growth We believe in the power of innovation to solve complex problems and encourage our team to think differently and act boldly. Morgan Stanley supports your career development through comprehensive training, development programs, and leadership workshops, ensuring that every employee has the tools they need to succeed. Join Our Team Explore the various job opportunities at Morgan Stanley, from entry-level positions to executive roles. We are hiring individuals who are passionate about finance and eager to contribute to a team that values integrity, excellence, and a forward-thinking mindset. Enhance your skills through our networking events, mentorship opportunities, and ongoing professional development. Stay Connected Keep up to date with the latest from Morgan Stanley Careers by subscribing to our job alert emails. Tailor your preferences to receive updates about new postings, career tips, and exclusive insights from our team leaders. Apply Now Ready to take the next step in your career? Search open positions that match your skills and interests on the Morgan Stanley Jobs portal. Prepare your resume, refine your interview techniques, and join a company that values innovation and leadership. At Morgan Stanley, we’re not just building careers—we’re developing leaders. Discover how far your talents can take you by joining our team today.
Learn more about Morgan Stanley
Size
77,000 employees
Market Cap
$144.1 billion
Industry
Finance & Insurance
Net Income
$10.9 billion
Founded
1935
5 Year Trend
+10%
Revenue
$52 billion
NASDAQ
MS
* Ladders Estimates

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