Marketing Analytics - Investment Management - Senior Associate

Marketing Analytics - Investment Management - Senior Associate

Join to apply for the Marketing Analytics - Investment Management - Senior Associate role at Morgan Stanley

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The firm's employees serve clients worldwide, including corporations, governments and individuals from more than 1,200 offices in 41 countries. As a market leader, the talent and principles of our people are critical to our success. Together, we share a common set of values: do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion and give back.

Morgan Stanley can provide a superior platform for building a professional career – a place for people to learn, to achieve, to grow.

We are looking for a Senior Associate, Marketing Analytics to support our Morgan Stanley Investment Management (MSIM) Global Marketing Strategy team. This role will sit on the be responsible for supporting Marketing Analytics across web, CRM, paid media and more for our MSIM line of business, with broader partnership with wider Firmwide Marketing Analytics Center of Excellence. The ideal candidate will be precise, highly analytical and have the ability to assess raw data for strategic insights and optimization recommendations.

• Manage analytics tasks associated with Morgan Stanley Investment Management marketing efforts, spanning web, CRM, paid media, etc.; help guide the strategy for MSIM Marketing analytics overall to ensure impact can be qualified and correlated to business growth activity
• Work closely with internal stakeholders, including marketing, sales, technology, and senior leadership, to ensure alignment with business goals and to communicate actionable insights
• Partner closely with broader Firmwide Marketing Analytics function to ensure that MSIM is accounted for within enterprise-level reporting
• Contribute to the measurement framework for MSIM marketing activities and help translate business objectives into tangible marketing KPIs for various channels
• Oversight of MSIM Marketing dashboards and data ingestion to fuel the dashboards
• Support the launch of new data pipelines for the business to facilitate greater ROI analysis
• Create accurate reports for marketing initiatives with ability to tailor based on audience (detailed data analysis for day-to-day teams and channel leads, executive level insights and reporting for broader or senior audiences)
• Create actionable plans to implement sufficient tagging strategies or attribution solutions for that measurement framework to be accomplished and successful
• Partner with Audience leads internally or on external agency teams where relevant (for paid media) to own, manage and activate Firm first‑party data for various marketing strategies; contribute to segmentation development and management
• Ongoing data capture validation as channels or campaigns are launched (ensuring tags are properly placed, QA of active data flows, ongoing maintenance)
• Close partnership with Morgan Stanley Investment Management Technology stakeholders for implementation of tactics and validation of data
• Standardization and automation of marketing channel analytics structures
• Develop Test & Learn recommendations and frameworks in partnership with relevant stakeholders across Marketing and the business

• 5-8 years of relevant experience in data & analytics role; financial services category experience is a plus, particularly in the asset management space
• Proficiency in Salesforce, Excel, SQL, and Tableau to manage, analyze, and visualize data to drive decision‑making
• Deep experience or expertise within Adobe Analytics and with the creation / maintenance of analytics dashboards within platform
• Demonstrated ability to lead and manage analytics projects, providing strategic direction and ensuring the successful implementation of initiatives
• Collaborative team player who can partner with Firmwide Marketing Analytics team and develop strong relationship for cross‑Firm consistency and utilization of best practices
• High…