Morgan Stanley | Hiring | Reporting Analyst – Client Services Group Wealth Management Operations | Columbus, OH | BigDataKB.com | 2022-09-29

Job Location: Columbus, OH

Reporting Analyst – Client Services Group Wealth Management Operations

Job Number:

3224069

POSTING DATE: Sep 28, 2022
PRIMARY LOCATION: Americas-United States of America-Ohio-Columbus
EDUCATION LEVEL: Bachelor’s Degree
JOB: Other
EMPLOYMENT TYPE: Full Time
JOB LEVEL: Associate

DESCRIPTION

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.

Operations is one of the largest divisions in the firm and has diverse responsibilities, including correctly settling and recording millions of transactions per day, identifying and mitigating all operational risks, developing strong client relationships and partnering with technology to realize the full potential of IT and e-solutions. Throughout, the Operations department continually seeks ways to improve while actively supporting the development of new businesses, structures and markets.

Global Wealth Management Operations provides brokerage, investment and financial services to hundreds of thousands of individual investors. We apply our expertise in serving institutional clients to create new opportunities for people to achieve their personal financial goals. Morgan Stanley has one of the largest retail brokerage networks, with numerous worldwide representatives and retail locations. Our services are tailored to each client’s investment objectives, risk tolerance, and financial needs. Products include mutual funds, stocks, bonds, and alternative investments where appropriate, as well as banking, mortgages, insurance and annuities.

This position is within the Change Analytics and CAO department in the Wealth Management Operations division. As part of a centralized team responsible for providing performance reports and analytics for all of Wealth Management operations. As part of the team this candidate will support reporting and analytics as their primary responsibility which includes running reports, report design/creation and maintenance, supporting ad-hoc requests, providing analysis for specific line of business groups, report creation and analysis to ensure all major stakeholders have transparency into their respective lines of business.

QUALIFICATIONS

Skills required (essential)

  • Strong analytical and problem solving skills with the ability to understand relational data sets along with being able to translate business requirements with technical results.
  • Excellent verbal and written communication skills with experience in preparing executive summary, creating detailed project and program level updates, writing functional requirements and other user documentation
  • Must be able to communicate across a variety of audiences.
  • Effective time management, relationship management, negotiation, and prioritization skills
  • Applicable work experience in taking data and communicating results to business stakeholders
  • Familiar with database and data structures specific to contact center technologies.

Qualifications – External
Skills required (preferred)

  • Prior experience with Business Intelligence reporting tools like Excel, Access, SQL, Dataiku and Tableau a plus
  • Familiar with Salesforce and Genesys Cloud also a plus

Apply Here

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