Strategy & Analytics Analyst – Assistant Vice President

Morgan Stanley

Strategy and analytics analyst supporting Morgan Stanley Wealth Management’s data migration and Snowflake modernization initiatives. Tracking requirements, delivery, governance, dashboards, and stakeholder roadmaps.

Posted 8/12/2026full-timeNew York City • New York • 🇺🇸 United StatesLead💰 $85,000 - $140,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in data migration, modernization, and governance within Wealth Management, with strong capabilities in analytics, project management, and stakeholder communication. Proficient in translating business needs into actionable requirements and delivering comprehensive documentation and training materials.

Highest-signal resume keywords

Data Migration SupportSQL ProficiencyTableau ExpertiseProject Management ExperienceData Governance Understanding

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data AnalysisBusiness AnalysisRequirements DocumentationProcess ImprovementData Quality Assessment

Soft Skills

Analytical SkillsCommunication SkillsOrganizational SkillsProblem-Solving Skills

Tools & Technologies

SnowflakePower BIExcelJira

Industry Keywords

Wealth ManagementFinancial ServicesClient DataMarketing

Tech Stack

Tools & technologies

CloudSQLTableau

About the role

Key responsibilities & impact

Support Wealth Management data migration, modernization, and decommission initiatives
Assist with intake, documentation, and prioritization of data capability requests
Translate business needs into requirements, user stories, and delivery documentation
Track project milestones, risks, dependencies, issues, and stakeholder decisions
Document authoritative data sources, lineage, metadata, and data quality considerations
Build analyses, dashboards, scorecards, and status materials
Prepare executive-ready updates, meeting materials, and roadmap summaries
Partner with business, technology, analytics, data engineering, and governance teams
Support adoption through documentation, training materials, user feedback, and communication plans
Identify opportunities to improve processes, automate reporting, and enable scalable analytics consumption

Requirements

What you’ll need

4–6 years of experience in strategy, analytics, product support, business analysis, project management, data platforms, or technology delivery
Strong analytical, communication, organizational, and problem-solving skills
Ability to document requirements and translate business needs into actionable plans
Familiarity with SQL, Snowflake, Tableau, Power BI, Excel, and Jira preferred
Understanding of data governance, data quality, metadata, lineage, and cloud data platforms preferred
Financial services, Wealth Management, Marketing, or client data experience is a plus
Undergraduate Degree required

Benefits

Comp & perks

Comprehensive employee benefits and perks
Support for employees and their families across the work-life journey
Opportunities for career mobility across the business
Diversity and inclusion commitment
Equal opportunity employment