Reporting & Analytics - Tailored Lending, U.S Banks, Associate, Wealth Management

About Us:

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.

Position Summary:

We are seeking a high potential Reporting and Analytics Associate to support and collaborate with the US based UHNW Lending Business and COO Team in managing our Ultra High New Worth (“UHNW”) lending portfolio serving UHNW clients (generally clients with a minimum net worth of at least $50 million). TL transactions include primarily collateralized custom lending solutions, available in the form of both revolving lines of credit and term loans, that can be structured as demand or committed forms of financing.

Roles & Responsibilities

The Reporting and Analytics Associate will be responsible for the following:

• Manipulating large data sets to extract and report on portfolio analyses and business trends on a periodic basis (daily, weekly, monthly, quarterly)

  
  

• Developing business related reports, presentations and management decks for various audiences including Product Areas, COO Team, BU Management, Risk and Compliance

  
  

• Producing monthly Portfolio reporting materials for 1LOD/2LOD senior management meeting, including covenant monitoring and annual reviews

  
  

• Assisting with quarterly Comprehensive Capital Analysis and Review (CCAR) regulatory reporting submission, which is critical to the Firm’s use and governance of capital under economic stress.

  
  

• Partnering with analytics peers within US Banks and Wealth Management researching new technologies and automation tools to elevate business performance

  
  

• Assist with various ad-hoc daily, monthly and quarterly business reporting activities

  
  

• Maintaining policies and procedures for all Reporting and Analytics responsibilities

  
  

Required Qualifications & Skills:

• 3-5 years of experience in a similar role in the industry is required

  
  

• Bachelor’s degree or equivalent experience

  
  

• 1-3 years prior banking, lending, finance, reporting, and/or business management relevant experience is preferred

  
  

• Detail orientation with strong analytical, critical-thinking, and problem-solving skills

  
  

• Proficient MS Office Suite including Excel (Macro experience preferred), PowerPoint, Word, Outlook, etc

  
  

• Experience with AI Applications & Dataiku platforms is a plus

  
  

• Strong organization and time-management skills, with ability to multi-task and efficiently complete assignments within tight deadlines

  
  

• Comfortable with manipulating large datasets and telling the “story”

  
  

• Strong written and oral communication skills

  
  

• Ability to collaborate with many levels and functional areas within and outside the organization

  
  

• Power BI is preferred

  
  

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.  Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.