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Assistant Vice President, Business Analytics

Morgan Stanley
New York City, New York
Closing date
Dec 10, 2021

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Job Role
Wealth Management
Employment Type
Full Time
Experience Level
5 to 9 years
CFP® Certification
Not necessary
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Job Details

The Analytics & Data (A&D) Organization is a key growth area within Morgan Stanley’s Wealth Management Division playing a critical role in the execution of the wider Wealth Management strategy.  A&D supports Wealth Management’s business objective of delivering first class investment advice and driving tactical decision making at scale by utilizing data and analytical tools to drive innovation in an increasingly competitive landscape. Our expertise puts Morgan Stanley at the forefront of the financial services industry.

  • Partner with businesses across Wealth Management to understand their business strategies & challenges. Identify optimal data solutions based on those challenges.
  • Specific role focus is partnering with Field Management Home Office teams, Field Strategic Services, and Wealth Management Strategy Teams. Teams are responsible for business development opportunities within the Financial Advisor and Management workforce, as well as creating a modern experience within Wealth Management branches.
  • Execute upon data solutions alongside partners with consistent communication – leveraging best practices in data manipulation, and Tableau. 
  • Effectively present worked completed – why it matters, what was your approach, and what are your findings?
  • Consistently provide your point of view of what the analytics mean – and what a business partner should do with the information.
  • Maintain a consistent level of attention to risk mitigation and data quality issues. Proactively raise at-risk areas to be addressed. 


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, achieve, and grow. A philosophy that balances personal lifestyles, perspectives, and needs is an important part of our culture.

Find Us
(212) 761-4000
1585 Broadway
New York
United States
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