Morgan Stanley · 1 day ago
WM Platforms Analytics - Assistant Vice President
Purchase, NY
Full-time
Onsite
Mid, Senior Level
$85K/yr - $140K/yr
7+ years expMorgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The WM Platforms Analytics role focuses on delivering scalable data, analytics and reporting solutions to support decision making and improve client engagement.
Asset ManagementFinanceFinancial ServicesLending
Responsibilities
Translate business needs into data and reporting requirements that support developing platforms to better serve our Clients, Advisors and Support staff
Develop and implement data and reporting strategies that align with our business and Organizational objectives
Drive data-driven decision-making by delivering insights that improve client segmentation, personalization and investment performance
Build dashboards and visualizations to monitor KPIs and platform engagement metrics
Partner across the Organization to ensure data supports end-to-end processes
Present and clearly articulate process and rationale for proposed ideas and solutions
Qualification
Required
Bachelor's degree in Business Management, Finance, Data Science or other related field
7+ years of relevant experience in data or analytical role; wealth management industry experience a plus
Advanced proficiency with Microsoft Excel (e.g., pivot tables and lookup functions), along with Microsoft PowerPoint for building meaningful presentations
Ability to manage ambiguity and bring focus with recommendations on solving tactical and strategic challenges
Ability to work in a fast-paced environment, both independently and as part of a team, and under strict and changing deadlines
Strong sense of ownership, organization, communication, and accountability
Technical aptitude and desire to learn new applications and processes
Preferred
Prior experience working with DataIku and Tableau is preferred
Benefits
Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs
Company
Morgan Stanley
Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
10001+ employees
H1B Sponsorship
Morgan Stanley has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (222)
2024 (195)
2023 (173)
2022 (153)
2021 (165)
2020 (173)
Funding
Current Stage
Public CompanyTotal Funding
unknown1997-02-05IPO
Leadership Team
James Gorman
Chairman and CEO
Ted Pick
Chief Executive Officer (CEO)
Recent News
2026-01-22
2026-01-21
2026-01-21
Company data provided by crunchbase