Morgan Stanley India | Deposits & Cash Management Analyst, US Banks, Analyst, Wealth Management

Key responsibilities

• We are seeking a talented and motivated Analyst to join the Morgan Stanley Private Banking Group’s Deposits and Cash Management Product Management team.
• The team is responsible for a range of deposit products including checking and cash management products for Morgan Stanley clients across various channels.
• This role will specifically support the growth and maintenance of transactional deposits products, which include Bank Checking Accounts and CashPlus Brokerage Accounts as well as card products.
• The ideal candidate is motivated to quickly learn the product set and ensure that we meet business, firm, and regulatory expectations.
• This is an opportunity to join U.S Based, entrepreneurial team, focused on innovation and growing deposits across all channels at Morgan Stanley.
• Support day-to-day product management activities for core deposit products, including Bank Checking and CashPlus Brokerage accounts and card products.
• Execute recurring and annual run-the-business processes, ensuring deliverables are completed accurately and within established deadlines.
• Support product governance activities, including product marketing documentation reviews, risk assessments, control documentation, and management reporting.
• Prepare and maintain operational, and servicing reports on a daily, monthly, quarterly, and ad hoc basis.
• Analyze product performance, servicing activity, client trends, and operational metrics to identify issues and opportunities.
• Investigate data inconsistencies, operational breaks, and process exceptions; coordinate resolution with appropriate partners and escalate material issues.
• Manage exception-reporting processes, including tracking outstanding items, documenting resolutions, and preparing status updates for management.
• Maintain product documentation, procedures, regulatory materials, and supporting evidence for internal reviews, audits, and regulatory requests.
• Translate data and analysis into clear, accurate, management-ready presentations and supporting materials.

Requirements

• 6 months -2 years of professional experience in Financial Services reporting or product management.
• Detail orientated, with exceptions analytical skills and a track record of delivery high quality work.
• Demonstrated success working independently and meeting multiple deadlines.
• Proficient in MS Excel, PowerPoint & Outlook.
• Analytical & strategic thinker able to prepare key business data and metrics to be consumed by senior management, key stakeholders and regulators.
• Strong communicator with solid written and verbal presentation skills.
• Self-starter who is able to work independently on multiple tasks; efficient time management skills and attention to detail.
• Great data visualization and power-point skills, with ability to put together cohesive, senior management-ready decks.
• Ability to problem solve, translate business needs into specific project tasks.
• Excellent relationship building capabilities with internal partners to build consensus and drive solutions.
• Bachelor’s/Master’s degree in finance will be preferred

Morgan Stanley

Morgan Stanley is a global financial services firm founded in New York in 1935, known for investment banking, sales and trading, wealth management and investment management.

Its teams in India support the firm's global businesses. For chartered accountants this means corporate controllers, external reporting, regulatory reporting, tax and risk roles.

• Industry: Investment banking, wealth and investment management
• Headquarters: New York, USA
• In India: Teams in Mumbai and Bengaluru supporting global businesses