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Strategic Business Analytics and Insights Associate
Strategic Business Analytics and Insights AssociateMorgan Stanley • Tampa, FL, US
Strategic Business Analytics and Insights Associate

Strategic Business Analytics and Insights Associate

Morgan Stanley • Tampa, FL, US
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Wealth Management Financial Crimes Risk Team Associate

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 41 countries.

The WM, IM, and U.S. Banks First Line Financial Crimes Risk Team (1L FCR) is embedded within the firm's business line. It is responsible for identifying, assessing, and escalating potential money laundering and reputational risk issues associated with higher risk client types. This team is considered the first line of defense and supports the onboarding, enhanced due diligence, and negative news processes for Morgan Stanley.

Position Summary :

The team is seeking a candidate to provide end-to-end business management support through the analysis and reporting of financial and headcount data for the Wealth Management Financial Crimes Risk COO team. The associate will be working in a dynamic and data-driven environment focused on high quality, detailed operational reporting to senior stakeholders on the management of the 1L FCR team. The role will drive efficiencies within the 1L FCR COO Team, with a key focus on continuously optimizing reporting practices to support the organization's mission and progress toward key initiatives.

Responsibilities :

  • Contributing to executive-level content, analysis, and presentation material for a broad audience inclusive of senior management, regulators, and WM field staff.
  • Executing and solving business problems through complex analysis of workforce related data.
  • Understanding the team's operating model and translating it into actionable insights, using data to support management and regulatory stakeholders.
  • Ensuring appropriate management and maintenance of HR and Finance related information in the appropriate systems.

Required Skills :

  • At least 3-5 years of experience in the Financial Services industry.
  • Proficiency in MS Excel, MS Word, and MS PowerPoint for data analysis related tasks, including the use of advanced formulas, pivot tables and conditional formatting. Experience with macros is a plus.
  • Very strong analytical and critical thinking skills.
  • Exceptional accuracy and attention to detail. Ability to consistently deliver high-quality work that requires minimal review.
  • Strong organizational skills to ensure that all deliverables are appropriately tracked and prioritized, and reporting materials are appropriately documented and archived for future reference.
  • Confidence and comfort operating in high-paced and high-profile environments.
  • Demonstrable track record of handling confidential and sensitive information appropriately.
  • Ability to research and resolve issues independently while working across teams to acquire information.
  • Highly motivated, self-starter who can work autonomously and can independently take initiative.
  • Understanding of enterprise organizational and behavioral dynamics.
  • Demonstrated ability to build strong relationships and collaborating across large organizations.
  • Experience with Tableau or similar platform is a plus.
  • Bachelor's degree required.
  • What You Can Expect From Morgan Stanley :

    We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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 41 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.

    Expected base pay rates for the role will be between $95,000 and $120,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

    Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

    It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership / union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

    Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M / F / Disability / Vet).

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    Associate • Tampa, FL, US

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