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Morgan Stanley · 2 months ago

Assistant Vice President, Client Engagement Analytics

New York, NY

Full-time

Onsite

Mid, Senior Level

$85K/yr - $140K/yr

5+ years exp

Morgan Stanley is a leading global financial services firm, and they are seeking an Assistant Vice President, Client Engagement Analytics to provide analytics, insights, and business intelligence that powers client engagement. The role involves collaborating with various partners to enhance sales and service performance through data-driven strategies.

Asset ManagementFinanceFinancial ServicesLending

Responsibilities

Enhance our sales, service, and performance management through analytics: develop and hone robust processes for sales and service metrics measurement, customer feedback and RM performance

Leverage data across disparate sources/formats to create and maintain new and innovative data solutions as well as streamline existing processes to improve efficiency, freeing up time for strategic analytics

Create comprehensive and consistent reporting and visualization suites for sales and service initiatives, with a forward-thinking approach to anticipate potential questions from partners, while keeping an eye on flexibility in process design to allow for changes in the business strategy to be accommodated in reasonable time

Support ad hoc projects, data requests, and analytical deep dives on end-to-end performance funnel metrics and ROA for various programs to pinpoint drivers of NNA, client engagement

Partner with various partners across Digital Direct including branch leadership, Customer Service Management, Premium Services, and the Strategy & Business Planning teams to understand their business strategies and challenges. We aim to identify optimal data solutions based on those challenges through reporting and analytics

Present findings to leaders and key stakeholders in a simple to follow, articulate fashion, allowing them to walk away with actionable takeaways; display ability to Provide answers to critical questions: What are the results and provide KPIs, Why are we seeing the current results by analyzing drivers, How can the business use our information to drive results and key business decisions

Attention to analytical rigor, data quality and risk mitigation given sensitivity of data and its use in decision-making. Ability to proactively and independently build QA checks and validation framework

Qualification

SQLPythonData analyticsDashboard buildingTableauData MartDataikuSnowflakeHue (Hadoop)Microsoft OfficeOral communicationWritten communicationStrategic thinkingProblem-solvingCollaboration

Required

Degree in Science/Engineering/Mathematics preferred, with 5+ years of financial services experience (preferably in data and analytics or a related function)

Strong proficiency in SQL, Python and expertise in hands-on data analytics and providing insights

Building dashboards end-to-end, starting from data sourcing and efficient curation to utility-focused visualization and publishing/maintenance/enhancement, is required, with preference for prior experience using Tableau

Familiarity with tools/applications like Dataiku, Snowflake, Hue (Hadoop), Salesforce is a plus

Proficiency with Microsoft Office tools (Excel, PowerPoint)

Ability to build, validate, and maintain Data Mart to enable consistent reporting across teams and ensuring 'one version of truth'

Keen focus on accuracy and analytical rigor as well as attention to detail, given the highly visible nature of deliverables owned by the team

Track record of working independently and solving problems creatively, as well as the ability to debug/maintain complex codes, with a strong sense of accountability

Stellar skills in oral and written communication including experience in effectively communicating with executives and colleagues; 2+ years in a client-facing position preferred

Strategic thinking and ability to influence with demonstrated leadership acumen and problem-solving skills; effectively telling a story with data to answer open-ended business questions for enabling data-driven decision-making are key to this role

Ability to work in a collaborative, transparent style within the team and with cross-functional stakeholders across the organization