Strategy & Analytics Analyst, Assistant Vice President

About the Firm

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 are critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic.

A philosophy that balances personal lifestyles, perspectives, and needs is an important part of our culture. We offer a superior foundation for building a professional career—a place for people to learn, achieve, and grow.

About the Role

The Strategy & Analytics Analyst will support Wealth Management’s enterprise data strategy and cloud modernization initiatives. The role will help advance the centralization of critical data domains onto Snowflake, support data migration and legacy decommission efforts, and improve the way analytics users discover, access, and consume trusted data.

The Analyst will partner with business stakeholders, Product Owners, Marketing Technology, Analytics & Data teams, data engineering partners, and governance stakeholders to intake data requests, document requirements, track delivery progress, and support roadmap execution. This individual will also help map data domains across legacy and cloud environments, maintain project documentation, prepare stakeholder updates, and contribute to process improvements that increase transparency, efficiency, and adoption.

Responsibilities

• Support Wealth Management data migration, modernization, and decommission initiatives.
• Assist with intake, documentation, and prioritization of data capability requests.
• Translate business needs into clear requirements, user stories, and delivery documentation.
• Track project milestones, risks, dependencies, issues, and stakeholder decisions.
• Help document authoritative data sources, lineage, metadata, and data quality considerations.
• Build analyses, dashboards, scorecards, and status materials to support decision-making.
• Prepare executive-ready updates, meeting materials, and roadmap summaries.
• Partner with business, technology, analytics, data engineering, and governance teams.
• Support adoption through documentation, training materials, user feedback, and communication plans.
• Identify opportunities to improve processes, automate reporting, and enable scalable analytics consumption.

Requirements

• 4–6 years of experience in strategy, analytics, product support, business analysis, project management, data platforms, or technology delivery.
• Strong analytical, communication, organizational, and problem-solving skills.
• Ability to document requirements and translate business needs into actionable plans.
• Familiarity with SQL, Snowflake, Tableau, Power BI, Excel, Jira preferred.
• Understanding of data governance, data quality, metadata, lineage, and cloud data platforms preferred.
• Financial services, Wealth Management, Marketing, or client data experience is a plus.
• Undergraduate Degree required.

What You Can Expect

At Morgan Stanley, we raise, manage, and allocate capital for our clients—helping them reach their goals. Our values—putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back—guide the decisions we make daily.

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 diverse backgrounds and experiences. We offer some of the most attractive and comprehensive employee benefits and perks in the industry, along with ample opportunity to move about the business for those who show passion and grit in their work.

Pay

Expected base pay rates for the role will be between $85,000 and $140,000 per year at the commencement of employment. Base pay is determined on an individualized basis and is only part of the total compensation package, which may also include commission earnings, incentive compensation, discretionary bonuses, other short- and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.