Job Type
Job Details
Company Profile:
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.
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, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Division Profile:
Wealth Management Risk is responsible for identifying, measuring and managing the current and emerging risks of the WM division and, in coordination with WM's Business Control Units and Second Line Risk Management and Compliance, implementing control processes and procedures to mitigate risk consistent with WM's risk appetite and governance framework.
Position Summary:
Wealth Management Risk - COO Reporting & Analytics Team has been established to provide WM Risk with key business information to support strategic decision making. In partnership with Analytics & Data, the team produces key reports for senior management within the Risk organization, regulators, and other stakeholders. Team supports WM Risk in its growing data needs, ensuring high-quality, actionable, facts-based insights.
The role offers an opportunity to establish the initiative of automation framework for business reporting and help Analytics team. The role would also grow into AI enablement for WM organization. Expectations are to develop understanding of Wealth Management business, to partner with Risk teams across multiple risk stripes, Analytics & Data, Business units, and IT. The role also offers an opportunity to be part of team establishing Business Intelligence and carrying the transformation into data-driven, insights-based, decision-making ecosystem.
Key Responsibilities:
> Collaborate with teams in Mumbai, NY, and Budapest to evaluate and establish an automation framework for suite of senior management reports which are be produced on daily, weekly, monthly and quarterly basis.
> Managing the project and team who would generate opportunities and automate business reports
> Analyze data to identify key risk trends to be escalated to management.
> Identify, log, and assist in resolving data gaps and issues with our IT partners.
> Design, develop and maintain Tableau dashboards and other tools to enable WM Risk organization greater visibility into key business data elements.
> Be the ambassador for digital transformation of the division, applying data techniques.
> Draft and maintain procedure documents.
Skills - Must have
> Core Automation Skills
> Project Management Skills
> Strong Communication Skills
> Abilities and experience to play with multiple and variety of datasets in different formats.
> Conceptual knowledge of SQL, Any Database or BigData knowledge
> Familiarity with DataIku or any other EDA/Advance ETL Tool, such as DataRobot, Alteryx, DataBricks, Informatica, Talend, etc
> Understanding of any Data Visualization Tool: Tableau, PowerBI, QlikSense/QlikView
> Analytical skills with good aptitude
Skills - Nice to have
> VBA / Excel Macros / Advance-Excel
> Reporting / Regulatory Reporting Experience
> Understanding of Finance Domain / Wealth Management / Risk
> Conceptual knowledge of Business Intelligence
> Conceptual Knowledge of Artificial Intelligence
Qualifications / Criterion
> Bachelor's degree; 'Computer Science' to be preferred.
> AVP : 6-9 Years of relevant experience
EOE M/F/D/V Committed to Diversity
For over 88 years, Morgan Stanley has combined old school wisdom with a passion for what's possible. Doing so enables us to provide clients with... Read more