Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment, and wealth management services. The Associate will support the Research COO team through rigorous analysis, managing reporting for analysts and partners, and applying analytics to client engagement strategies and business planning.
Own a significant portion of Research reporting for analysts, management, and partner teams
Design, enhance, and run performance and business-outcome metrics
Ensure reporting is accurate, scalable, and decision-useful
Translate complex datasets into clear insights, narratives, and recommendations that influence business decisions
Work closely with Research leadership, Sales, Technology, and other internal partners
Apply analytics in support of client engagement strategies, business planning, and strategic decision-making
Consolidate data from multiple sources
Validate results
Synthesize findings into executive-ready materials
Guide stakeholders on how to use data effectively in practice
Gather requirements and manage delivery for management data platforms
Automate and streamline reporting and data workflows
Support the execution of strategic initiatives led by the Research COO team
Collaborate with stakeholders in the U.S. and overseas
Balance independent ownership with a highly collaborative working style
Qualification
Required
2–3 years of relevant experience in data analytics, data management, COO, consulting, strategy, or related analytical roles
Strong reporting and analytics ownership: ability to independently drive recurring and ad hoc reporting deliverables end-to-end
Deep data expertise: advanced ability to clean, structure, validate, and analyze datasets to produce reliable metrics and insights
Demonstrated ability to identify trends, answer business questions with analytical rigor, and translate analysis into actionable recommendations for a range of stakeholders (including senior leadership)
Strong project management skills, with the ability to manage competing priorities, drive timelines, and coordinate across teams in a fast-paced environment
Excellent communication and stakeholder management skills, with a track record of influencing cross-functional partners and delivering clear, concise narratives
Experience with data and reporting tools, including: Excel, Python, SQL, and PowerBI
Bachelor's degree in Finance, STEM, Computer Science, or a related field
Preferred
Benefits
Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs
Telecommuting permitted up to 1 day per week
Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
