Operations & Data Analyst

grounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

Division Profile

The Wealth Management Platforms organization manages digital platforms and experiences across the Advisor, Workplace and Direct channels, ensuring that our capabilities lead the industry and are delivered and integrated seamlessly.

The Direct & Institutional Business (DIBS) is a division within Morgan Stanley Wealth Management comprised of Morgan Stanley at Work, E*TRADE and Institutional Consulting Solutions (ICS). The Institutional Consulting Solutions business drives the product management, sale and service of Advisor led workplace offerings for corporate clients, non-profits, endowments and foundations and government entities across market segments. Products include Retirement and Corporate Cash Management sold by both core Advisors as well as specialized channels such as Graystone Consulting or our Morgan Stanley Institutional Investment Advisors. Our products and services are designed to reduce financial stress and empower all companies and organizations and their constituents to plan, prepare for, and reach their financial goals through digital and human engagement.

Position Summary

As the ICS Regulatory Operations Support & Analyst within ICS Budapest team under ICS Business Operations, Insights and Execution , you will be responsible for helping to ensure that our fiduciary obligations are met by assisting with performance reporting across different 3rd party tools, address any day to day operational issues and requests that may arise, performing maintenance and regularly scheduled self-testing, ensuring accuracy in any reporting provided by the ICS Budapest team. You will develop and strengthen relationships with various cross-functional and global partners, manage sales proposal creations and support prospecting initiatives. You will help to support the broader team narrative by collaborating with a variety of business partners to analyze and identify trends, as well as unify any differences in processes. You will also partner closely with members of the WM Strategy, DIBS COO, Morgan Stanley at Work, E*TRADE and WM Platforms teams to ensure relevant team metrics and project plans are being implemented and interpreted correctly. The role also includes business management responsibilities such as supporting day to day functions like organizing team meetings, sharing best practices, and the development and distribution of other resources to drive team efficiencies.

Responsibilities

• Address day to day operational issues and requests in a timely manner.

• Ensure accuracy via the execution of all daily procedures and controls while operating within strict deadlines.

• Perform functions related to performance reporting across various platforms depending on the client base (i.e. PARis, Envestnet, etc.) including but not limited to entry of information from client statements and performing necessary related QA functions.

• Develop and maintain relationship with various cross functional and global partners.

• Manage sales proposal creation and support prospecting initiatives.

• Perform maintenance and regular audits defined by key performance metrics.

• Collaborate with the business to analyze and identify trends and potential differences on processes.

• Understand priorities to analyze and advise necessary reporting

• Address day to day operational issues and requests in a timely manner and any ad-hoc requests as needed

• Management and maintenance of Microsoft Teams channels and SharePoint, to enable efficient collaboration cross team.

Qualifications

• Bachelor's degree in economics, finance, business administration or similar

• 1-2 years of relevant financial services industry, analytics and data, project management, strategy, or related experience preferred

• Candidate is highly motivated, and takes initiative

• Candidate is driven to learn and grow, not afraid to ask questions and raise their hand, and shows general interest in internal growth

• Clear and confident communicator and has excellent presentation skills in the English language

• Demonstrates effective time management and organizational skills

• Proficiency in Microsoft Office applications (i.e. PowerPoint, Excel, Word, etc.) preferred

• Accuracy, attention to detail, and strong organizational skills

• Knowledge of SQL and Dataiku a plus

• Strong sense of ownership, and accountability

• Ability to manage multiple projects simultaneously

• Positive contributor to our team's culture, with a focus on empathy, giving back and teamwork.

Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximise their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing and advancing individuals based on their skills and talents.

Learn about our culture and the opportunities for professional growth at Morgan Stanley Budapest:

Build a career with impact. Visit morganstanley.hu or LinkedIn for more information.

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