Job Information
Morgan Stanley Associate-Mortgage Pipeline Reporting and Analytics (Wealth Management) in Mumbai, India
Morgan Stanley is a global financial services firm that conducts its business through three principal business segments—Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services.
Morgan Stanley Private Bank, National Association (MSPBNA) offers banking and lending products and services to Wealth Management’s (WM) clients. The Private Banking Group (PBG) business seeks to deliver cash management and lending solutions that offer superior capabilities to our advisors and clients, with a central focus on delivery of business growth and new business development.
Morgan Stanley Home Loans (MSHL), a division of MSPBNA, is looking for thebest of the best to provide premier mortgage services to our clients. The Home Loans business is currently looking for an Associate to join the MSHL Pipeline Reporting and Analytics Team.This role reports to the VP of Pipeline Reporting and Analytics, and works closely with various functional areas within Home Loans.
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_ROLE RESPONSIBILITIES_
· Produce, compile, and distribute production reports on a daily/weekly/monthly basis to multiple levels of end-users including but not limited to: Home Loans Senior Management, various teams within the Home Loans Originations organization, control and oversight, compliance and finance. · Provide daily update on Underwriting activities, Mortgage origination volume and Loan cycle time. · Interface with internal and external groups to acquire data required for reports. · Utilize multiple software systems to aggregate, curate, and analyze large quantities of data. · Manage ad-hoc reporting requirements to support the Home Loans Team in understanding the production, capacity, and performance of the business and identifying potential performance improvement opportunities. · Serve as a subject matter expert when it comes to data related to the relevant function within Home Loans
_QUALIFICATIONS & SKILLS REQUIRED_
· Bachelor’s/Master’s degree inbusiness, finance, other related fields · 2-5 years’ experience in financial services, preferable emphasis on Residential mortgage products · Good presentation and PowerPoint skills, with ability to put together cohesive, senior management-ready decks · Experience in developing new reports, and analytics & pattern analysis along with building PBI dashboards will be key. · Strong knowledge on MS Office Tools (Excel, Word, and PowerPoint), PowerBI, VBA, and SQL · Analytical thinker with a thoughtful approach to problem solving and data interpretation · Strong communicator with solid written and verbal presentation skills · Excellent relationship building capabilities in order to effectively collaborate with internal onshore partners · Self-starter who is able to work independently on multiple tasks; efficient time management skills and attention to detail · Possess strong sense of ownership/accountability · Demonstrates positive attitude and comfortable working in a very fast paced environment 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.
Job: *Wealth Management
Title: Associate-Mortgage Pipeline Reporting and Analytics (Wealth Management)
Location: Non-Japan Asia-India-Maharashtra-Mumbai (MSA)
Requisition ID: 3258307