Description

Wealth Management Risk functions as an in-business risk unit to provide risk assessment and risk management for investment options offered within Wealth Management. WM Portfolio Risk, within WM Risk, oversees investment risks arising from Wealth Management's various brokerage and advisory activities. Advisory includes asset management activities in Financial Advisor, Firm-affiliated, and Client discretionary programs. The Portfolio Risk team is a data-driven group that uses analytical methods to assess risks in client portfolios and to design supervision controls. The team is also tasked with providing visibility and reporting on the risk landscape to leadership. The team is seeking an analyst to contribute to maintaining various reporting streams, creating new reports and dashboards, and conducting ad hoc analyses. The responsibilities also include working with big data (e.g., sourcing raw data, transforming data as necessary, applying statistical methods, and presenting findings in a digestible manner). 

Responsibilities

The candidate's primary responsibilities will include:

- Maintain the production of existing reports, metrics packages and dashboards

- Create new reports, metrics packages and dashboards (Excel, PowerPoint, Tableau)

- Conduct investigative analysis on ad-hoc basis to support the maintenance of existing supervisory controls

- Assist with development of control reporting structure based on ongoing analysis and relevant risks to the Wealth Management platform

Qualifications and Experience

- Strong knowledge of Microsoft Excel, Microsoft PowerPoint, Tableau, and SQL are job requirements

- Experience visualizing data for reporting and end user analysis

- Practical experience with applying statistical models to solve business problems

- At least 3 years of relevant work experience

- A quantitative degree e.g., Mathematics, Statistics, Computer Science, Finance

- Team player with a strong work ethic and high level of maturity

- At least a working knowledge of financial risk management concepts, with a desire to quickly acquire deeper proficiency

- Excellent written and verbal communication skills, and comfortable interfacing with senior personnel

- CFA or FRM or progress towards one of the two a plus

- Familiarity with Agile software development and software design patterns is a plus

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 opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximise 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.