ICS Scaling & Insights, Reporting & Projects Associate

Firm Overview

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

Morgan Stanley’s Institutional Consulting Solutions (ICS) business, a part of Morgan Stanley Wealth Management Client Segments, provides consulting services and solutions to institutional investors, including corporations, foundations, endowments, educational institutions, healthcare organizations, insurer, and Taft-Hartley funds. We work directly with Financial Advisors/Consultants and other key partners across the Firm to drive asset growth and scalable, centralized infrastructure, service models and tooling to ensure best in class support for this growing and complex business.

Position Summary

As part of the ICS Scaling, Insights & Execution team, which functions as a Chief Operating Officer & Strategy shop for ICS, the ICS Scaling & Insights Associate will work with key-stake holders to provide valuable data insights, translate strategy into execution plans and roadmaps, and help scale initiatives that improve operational effectiveness and support business growth.

We are seeking a candidate that is highly organized, proactive professional who can communicate clearly and effectively, manage multiple priorities, and is very comfortable working with data and data analysis. This individual will take ownership of deliverables end-to-end, maintain strong attention to detail, and keep work moving forward in a fast-paced environment.

Primary Responsibilities:

• Own and facilitate key forums (e.g., status meetings, working sessions), ensuring timely and accurate communication to drive progress and decisions.
• Manage, track, and continuously re-prioritize initiatives for Analytic & Data partners to meet evolving business needs.
• Maintain project plans and action logs, clearly capturing owners, timelines, dependencies, and milestones.
• Document processes and decisions, ensuring a consistent audit trail and shared understanding across stakeholders.
• Identify, triage, and escalate blockers early to keep delivery on track.
• Coordinate projects and initiatives across cross-departmental teams to ensure cohesive execution.
• Oversee and maintain collaboration channels and shared repositories to enable efficient coordination and information sharing.
• Analyze and synthesize data into executive-ready reporting (e.g., KPIs, trends, business insights) to support proposals and decision-making.
• Deliver concise stakeholder updates and executive summaries, tailoring messaging to audience needs and ensuring follow-through on next steps.

Qualifications:

• 2+ years of experience in financial services, wealth management, analytics, and/or business strategy/management
• Bachelor’s degree
• Strong project management experience, with demonstrated ability to successfully lead and prioritize multiple concurrent projects in a fast-paced environment
• Demonstrated ability to translate strategy into actionable plans, manage cross-departmental relationships, mitigate project roadblocks, and deliver outcomes on time
• Proficient SQL skills (including complex queries such as joins, CTEs, window functions; ability to optimize performance and maintain data quality)
• Strong analytical/problem-solving skills; ability to define ambiguous problems, synthesize data, and deliver practical solutions
• Strong written and verbal communication skills (business and technical)
• Advanced Excel and PowerPoint skills (e.g., Power Query, nested formulas)
• Experience with Dataiku (or similar data workflow platforms)
• Tableau experience preferred but not required

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'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).