Morgan Stanley
NNA and Transaction Flow Insights Analyst, Vice President
$115K–$190K
Purchase, New York +1 · On-site · Director · Full-time · Posted Sep 30, 2026
- Location
- Purchase, New York
New York, New York - Experience
- A minimum of 5-10 years of experience in a Data or Analytics role.
- Education
- Bachelor’s degree in relevant field; MBA or other advanced degree preferred.
About the job
Performs analytics and reporting on Net New Assets, fee-based flows, path-to-advice flows, and competitor flows to identify business drivers and support Wealth Management decisions.
What you'll do
- Build data flows and maintain reporting for NNA, FBF, P2A, and competitor flows; validate data accuracy and resolve inconsistencies.
- Analyze business drivers and communicate findings and recommendations to stakeholders.
- Collaborate across teams, guide junior colleagues, and use firm-provided AI tools to improve processes and standards.
What they ask for
- High proficiency in SQL, Microsoft Excel, Word, and PowerPoint.
- Strong analytical and problem-solving skills, including defining analytical approaches and developing actionable recommendations.
- Experience working with multiple data sources, data strategies, and data quality control.
- Excellent communication, teamwork, and stakeholder-partnering skills.
Nice to have
- Financial services industry experience.
- Experience with Tableau, Python, Dataiku, and AI tools; MBA or other advanced degree.
Pay
$115,000 and $190,000 USD per year (base salary)
Tools
SQL, Microsoft Excel, Word, PowerPoint, Tableau, Python, Dataiku
AI focus
Leverage Firm-provided AI tools to explore efficiencies, redesign processes, and create implementation standards.
Model-written summary · the original posting is authoritative