Business Analyst - Insurance Solutions Team, Associate, Investment Management - Morgan Stanley

Overview

Investment Management

Job Title: Business Analyst - Insurance Solutions Team

Location: Mumbai

Job Level: Associate

Company Profile

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 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Department Profile

Morgan Stanley Investment Management (MSIM"), together with its investment advisory affiliates, has more than 1,300 investment professionals around the world and $1.9 trillion in assets under management or supervision as of December 31, 2025. Morgan Stanley Investment Management strives to provide strong long-term investment performance, outstanding service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide.

Background on the Team

Morgan Stanley Investment Management's Insurance Solutions team proudly supports its insurance prospects, clients and strategic partners with bespoke investment solutions and a comprehensive, innovative range of asset classes. We seek to provide insurers risk-based capital efficient investment solutions and add value through thought leadership, insurance portfolio optimizations and strategic asset allocations, reporting and transparency, risk and governance, and technical considerations of local industry and regulatory change.

We are looking for an enthusiastic, driven professional with global perspective to join the Mumbai based Portfolio Manager Support Services Group. Relevant details below:

Responsibilities

• Data management: Source, clean, and validate data from multiple inputs to ensure accuracy, consistency, and integrity.
• Reporting & visualization: Build and maintain daily/weekly/monthly reports, including dashboards, charts, and automated reporting outputs.
• Support multiple projects across all focus areas.
  
  
  

• Technical skills: Advanced proficiency in VBA, Excel, PowerPoint, SQL, and Python or R.
• Financial fundamentals: Strong grasp of core financial concepts, major asset classes, and financial statement analysis.
• Insurance expertise (preferred): Familiarity with the U.S. life insurance industry and statutory (SAP) reporting / statutory statements is a strong plus.
• Portfolio context (preferred): Exposure to portfolio management, particularly public and private fixed income, is a plus.
• Bachelor's degree in Data Science, Computer Science, Finance, Statistics, or a related field.
  
  
  

At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.