Data Strategist in Wealth Management Analytics & Data Organization

Team Profile:

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. The use of analytics and data will be a key driver in accelerating growth across all client segments, enabling data-driven decision making and delivering the best client experience.

You will:

• Partner with the Investment Solutions organization to support delivering industry-leading investment products, programs and platforms to financial advisors and their clients
• Collaborate extensively with other teams and business partners within and outside the department (such as sales, marketing, product owners, data science and data visualization teams) to deliver business solutions and support decision making
• Utilize proactive problem-solving and innovative thinking to address challenges
• Provide analytics and insight for various business initiatives and projects
• Prepare and deliver presentations to highlight important metrics and showcase achievements
• Create relevant documentation where needed
• Assist in the development of Tableau dashboards and data visualizations for reporting to senior management and business users including Financial Advisors
• Liaise with Technology partners to understand the data source and suggest enhancements as needed

You have:

• 0-3 years data analytics/strategy experience
• Bachelor’s or higher degree in Business Management or Economics or IT
• Strong analytical mindset
• Strong critical thinking and problem-solving skills
• Detail oriented and ability to handle, prioritize multiple tasks simultaneously
• Passion for providing help to navigate through complex decisions for clients
• Excellent stakeholder management and communication skills
• Great presentation skills

You might also have:

• Tech skills: SQL/Python/R
• Background in the Financial Services Industry, with an emphasis on wealth management
• Experience working with technology teams closely
• Experience in data modelling and visualization technologies, such as: Dataiku, Tableau, PowerBI, QlikView

About us:

Morgan Stanley is a global financial services firm and a market leader in investment banking, securities, investment management and wealth management services.

At Morgan Stanley Budapest, we are shaping the future of our global business and contributing to our local community. Our team works across numerous areas, including Technology, Mathematical Modelling, Finance, Risk Management, Operations and Data & Analytics from our new state-of-the-art offices near the Danube and our City Gate office in the heart of the city center.

Morgan Stanley Budapest is an integral part of the Firm’s global business functions including Technology, Finance, Risk, Institutional Securities and Wealth Management. Morgan Stanley has been rooted in the Budapest community since 2006 and is considered a leading employer among the area’s highly skilled talent. Our innovative team delivers deep technical and mathematical expertise to support the Firm’s capabilities in quantitative analysis, data analysis, and risk management. Learn more about our unmatched culture in Morgan Stanley Budapest.

Build a career with impact. Visit morganstanley.hu or LinkedIn for more information.

Reference: #LI-EK1 #BPDBA

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 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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.

We're committed to bringing passion and customer focus to the business.

Certified Persons Regulatory Requirements:
If this role is deemed a Certified role and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.

Flexible work statement
Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.