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Institutional Consulting Solutions Strategic Reporting & Insights – Associate
| Company | Morgan Stanley |
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| Location | New York, NY, USA |
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| Salary | $57000 – $115000 |
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| Type | Full-Time |
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| Degrees | |
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| Experience Level | Mid Level, Senior |
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Requirements
- 2-5 years of relevant financial services industry, data analytics, project management, strategy, or related experience.
- Strong proficiency in Excel for data analysis.
- Knowledge of SQL, and Dataiku tools is desired.
- Ability to analyze complex data sets and communicate insights effectively.
- High attention to detail and ability to manage multiple projects simultaneously.
- Strong problem-solving skills and ability to work independently.
- Excellent written and verbal communication skills.
- Strong sense of ownership, accountability, and entrepreneurial spirit.
Responsibilities
- Collect, organize, and analyze data required for RFPs, ensuring accuracy and consistency.
- Maintain and update a centralized master database of key RFP responses and Institutional client data.
- Generate reports and dashboards to track key performance indicators (KPIs) and business trends.
- Collaborate with internal teams to source and validate data required for RFP submissions.
- Assist in automating reporting processes to improve efficiency.
- Support ad-hoc analytics and data requests from leadership and stakeholders.
- Partner with internal teams to aid in production of persuasive, data informed arguments to drive insight and scaling opportunities to help senior management make informed decisions.
- Support the tracking of ICS budgeting and forecasting.
Preferred Qualifications
- Experience with RFP processes and data collection is a plus.
