Vice President, Strategic Business Analytics and Insights

Morgan Stanley•Town/Village of Harrison, NY

About The Position

Morgan Stanley is a global financial services firm that conducts its business through three principal business segments - Institutional Securities, Wealth Management, and Investment Management. Morgan Stanley provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and cash management, annuities, insurance, retirement, and trust services. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in doing the right thing, putting clients first, leading with exceptional ideas and a commitment to diversity and inclusion. Morgan Stanley can provide a superior foundation for building a professional career – a place for people to learn, achieve, and grow. Department Profile: The WM and U.S. Banks Financial Crimes Risk Team is embedded within the Firm’s business line. It is responsible for identifying, assessing, and escalating potential money laundering and reputational risk issues associated with higher risk client types. The WM and U.S. Banks Financial Crimes Risk Team is considered the first line of defense and supports the onboarding, enhanced due diligence, and negative news processes for Morgan Stanley. Role: The Strategic Business Analytics and Insights Vice President (VP) will be responsible for providing end-to-end reporting business management support through the production and analysis of data driven activities for the Negative News Screening (NNS), Research and Investigations organization. This VP will be working in a dynamic and data-driven environment focused on detailed operational reporting and forecasting to enable effective management and oversight of the NNS organization. The role will drive efficiencies within NNS, with a key focus on continuously optimizing practices to support the organization’s mission and progress toward key initiatives.

Requirements

7+ years of relevant experience within the financial services industry.
Bachelor’s degree in related field.
Proficient in MS Excel, MS Word, MS PowerPoint and other business-related software used for data analysis, including the use of advanced formulas, pivot tables and conditional formatting.
Experience with Tableau or similar platforms.
Experience with third-party research tools and knowledge of Generative AI tools.
Exceptional analytical, strategic thinking, and problem-solving skills.
Exceptional accuracy and attention to detail.
Able to consistently deliver high-quality work that requires minimal review.
Strong organizational skills to ensure all reporting and supporting materials are appropriately documented with procedure documents in place for future reference.
Excellent communication and interpersonal skills, with the ability to collaborate effectively across departments.
Confidence and comfort operating in high-paced and high-profile environments.
Demonstrable track record of handling confidential and sensitive information appropriately.
Able to research and resolve issues independently while working across teams to acquire information.
Highly motivated, self-starter that can work autonomously and can independently take initiative.
Understands enterprise organizational and behavioral dynamics.
Demonstrated ability to build strong relationships and collaborating across large organizations.
Strong work ethic as well as a high degree of integrity.
Deliver high impact with a high sense of urgency.
Lead with confidence, and comfort in high-paced, and high-profile environments with minimum supervision.
Think outside the box (“realm of possibilities”) to propose and deliver appropriate solutions for highly complex challenges.
Effectively navigate a highly complex and high velocity environment with a wide range of stakeholders.
Communicate complex matters in a concise, crisp, and action-oriented manner for different sets of stakeholders, including executive management.
Understand big picture beyond our organization and assess/improve our value-proposition.
Investigate, identify issues, impacts and trends to propose comprehensive solutions.
Juggle competing critical priorities while demonstrating timely and tangible progress.
Handle highly confidential information professionally and with appropriate discretion.
Work in a matrixed organization; leveraging resources across the organization to complete deliverables.

Nice To Haves

Experience with macros is a plus.

Responsibilities

Produce productivity metrics, various reports and business forecasts.
Extrapolate and organize data from varied sources for trend analysis.
Execute and solve business problems through complex data analysis.
Drive technical and data driven initiatives to enable efficiencies and effective processes.
Develop executive-level content, analysis, and presentation material for a senior audiencessenior audience.
Translate NNS’ operating model into actionable insights, using data to support outcomes.
Ensure appropriate management and maintenance of related information in the appropriate repositories and systems.
Be able to manage multiple deadlines and initiatives simultaneously, often under tight deadlines, while maintaining high quality standards and exceptional attention to detail.
Create and maintain aligned requirements and procedures.
Collaborate with and influence stakeholders to address matters through data-driven activities.
Promote a culture of transformationaltransformation and continuous improvement, encouraging innovation and the adoption of best practices within the team.
Stay informed of industry trends to ensure the team remains at the forefront of data-driven methodologies.