Wealth Management Risk Reporting - Analyst
Firm Risk Management
Firm Risk Management (FRM) supports Morgan Stanley to achieve its business goals by partnering with business units across the Firm to realize efficient risk-adjusted returns, acting as a strategic advisor to the Board and protecting the Firm from exposure to losses as a result of credit, market, liquidity, operational, model and other risks.
Background on the Position
The Wealth Management Enterprise Risk Management and Reporting Team reports on and helps to manage Credit specific risks and Enterprise-wide (Wealth Management) risks. This role is focused on Credit risk reporting, as well as enterprise-wide risk reporting across all WM Lending (MSPBNA), Broker/Dealer (MSSB) business and E*TRADE. The role offers an opportunity to work closely with Risk, Lending Businesses, IT, Project Management Office, Finance, and Operations as well as other stakeholders that support WM.
Primary Responsibilities
§ Analyze portfolios/products/data using Microsoft Excel and SQL database tools, produce PowerPoint slides for reporting and documenting processes/logics/calculations
§ Reporting is weekly/monthly/quarterly spread throughout the month/quarter with various ad-hoc requests from Senior Management
§ Assist in identifying key risk trends and metric movements within the data reported
§ Review and provide backup and quality control for reports produced by team members
§ Report data quality issues and adjustments to appropriate data stewards
§ Support report automation efforts through analysis and automation of existing manual processes
Experience
§ Bachelor’s Degree with strong academic record
§ Strong quantitative and qualitative analytical skills
§ Experience with Excel, PowerPoint, Access, and SQL tools
§ Identify and articulate problems and trends
§ Attention to detail
§ Strong communication skills
§ Understanding of Credit Risk Management concepts is a plus
§ 1-2 years in a reporting role preferred including data analysis experience
§ Understanding the basics in writing and optimizing SQL queries preferred, but not required