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Morgan Stanley
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March 25, 2026
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ICS Scaling & Insights, Reporting & Projects Associate

Purchase, NY
Full-time
Onsite
$70K/yr - $115K/yr
Entry, Mid Level
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The ICS Scaling & Insights Associate will work with key stakeholders to provide valuable data insights, translate strategy into execution plans, and help scale initiatives that improve operational effectiveness and support business growth.
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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

Qualification

Required

  • 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)

Preferred

  • Tableau experience preferred but not required

Benefits

  • Commission earnings
  • Incentive compensation
  • Discretionary bonuses
  • Other short and long-term incentive packages
  • Other Morgan Stanley sponsored benefit programs
Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
Glassdoor
3.9
Founded in 1935
New York, New York, USA
10001+ employees
http://www.morganstanley.com
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