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Reporting & Analytics - Tailored Lending, U.S Banks, Associate, Wealth Management

Morgan StanleyMumbai, Maharashtra, IndiaPosted 18 May 2026

Morgan Stanley is seeking a Reporting and Analytics Associate to support the UHNW lending portfolio in the wealth management domain. The role involves managing large datasets, developing business reports for management, and assisting with regulatory submissions like CCAR. Candidates are expected to be proficient in MS Office and have strong analytical skills. The position offers exposure to high-level portfolio monitoring and business performance automation.

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Experience

3-5 years

Function

Finance

Work mode

Onsite, India

Company

Tier 2

What you will work on

Morgan Stanley is seeking a Reporting and Analytics Associate to support the UHNW lending portfolio in the wealth management domain. The role involves managing large datasets, developing business reports for management, and assisting with regulatory submissions like CCAR. Candidates are expected to be proficient in MS Office and have strong analytical skills. The position offers exposure to high-level portfolio monitoring and business performance automation.

TAL's take

Quality 65/1005/5 clarityTier 2 company

Solid role at a globally recognized financial institution with well-defined analytical responsibilities.

The JD clearly defines the portfolio, target audience, and specific analytical and reporting deliverables.

Salaries at Morgan Stanley

25.1 LPA average

Based on 620 Grapevine salary entries for Morgan Stanley.

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Must haves

  • 3-5 years of experience in a similar role
  • Bachelor's degree or equivalent
  • Proficiency in MS Office Suite including Excel, PowerPoint, Word
  • Experience manipulating large data sets
  • Strong analytical and critical-thinking skills

Tools and skills

excelpowerpointwordoutlook

Nice to have: excel macros, ai applications, dataiku, power bi.

About the company

Established global financial institution, but this is a specific business function rather than a core engineering product role.

Posts mentioning Morgan Stanley