What are the responsibilities and job description for the Institutional Consulting Solutions Strategic Reporting & Insights, Associate position at Morgan Stanley?
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 is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and prosper.
The Institutional Consulting Solutions business drives the product management, sale and service of Advisor led workplace offerings for corporate clients, nonprofits, endowments and foundations and governments 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 Strategic Reporting & Insights Associate (or AVP) on the Institutional Consulting Solutions (ICS) Business Operations, Insights and Execution team, you will be responsible for gathering, analyzing, and reporting key client data to support business development teams across ICS verticals, compliance, and operating efficiency. You will work closely with cross-functional teams, including Graystone and Retirement Home Office, Finance, and Analytics & Data teams, to ensure accurate data collection for RFP (Request for Proposal) responses and deliver insightful reporting for stakeholders. This role is ideal for someone with strong analytical skills, attention to detail, and a passion for data-driven storytelling.
Responsibilities
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.
We're committed to bringing passion and customer focus to the business.
Expected base pay rates for the role will be between $57,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The Institutional Consulting Solutions business drives the product management, sale and service of Advisor led workplace offerings for corporate clients, nonprofits, endowments and foundations and governments 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 Strategic Reporting & Insights Associate (or AVP) on the Institutional Consulting Solutions (ICS) Business Operations, Insights and Execution team, you will be responsible for gathering, analyzing, and reporting key client data to support business development teams across ICS verticals, compliance, and operating efficiency. You will work closely with cross-functional teams, including Graystone and Retirement Home Office, Finance, and Analytics & Data teams, to ensure accurate data collection for RFP (Request for Proposal) responses and deliver insightful reporting for stakeholders. This role is ideal for someone with strong analytical skills, attention to detail, and a passion for data-driven storytelling.
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.
- 2-5 years of relevant financial services industry, data analytics, project management, strategy, or related experience.
- Candidate is driven to learn and grow, not afraid to ask questions and raise their hand, and shows general interest in internal growth.
- Strong proficiency in Excel for data analysis. Knowledge of SQL, and Dataiku tools is desired.
- Experience with RFP processes and data collection is a plus.
- 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
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.
We're committed to bringing passion and customer focus to the business.
Expected base pay rates for the role will be between $57,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Salary : $57,000 - $115,000
