Marketing Data Analyst, Client Segments, Associate, Wealth Management

Company Profile

More than 30 years ago, E*TRADE pioneered the online brokerage industry by executing the first-ever electronic individual investor trade. While the landscape of our industry has changed dramatically, our culture of innovation and drive to make online trading accessible to everyone continues to drive us forward. We believe in challenging the status quo, fostering an environment of curiosity and learning, and, above all, putting our customers first.

In 2020, ETRADE joined Morgan Stanley, signaling a major industry shift that brought Wall Street and Main Street together more than ever before. As ETRADE’s parent company, Morgan Stanley plays an important role in expanding what we can offer to investors, though E*TRADE still functions as an independent entity.

Job Description

Morgan Stanley is seeking a motivated and detail-oriented Data Analyst with 3 to 4 years of experience in the Core Banking domain. The role focuses on supporting the development, execution, and analysis of marketing campaigns using Dataiku. The ideal candidate should be proficient in SQL, have hands-on experience in adhoc reporting and analysis, and work collaboratively with business stakeholders and data engineering teams. Exposure to Adobe Experience Platform (AEP) and Python is an added advantage

Job Responsibilities

• Hands on experience in gathering campaign requirements from business partners and contribute to campaign planning and setup.
• Support execution and monitoring of marketing campaigns in Dataiku across banking products like credit cards, mortgages, and client retention programs.
• Develop and run SQL queries for audience extraction, performance tracking, and reporting.
• Contribute to post-campaign reporting and help derive performance insights under guidance from senior analysts.
• Conduct ad-hoc analyses based on business queries and help interpret data trends and user behavior.
• Collaborate with the Snowflake development team to ensure required datasets and campaign logic are accessible and functioning.
• Maintain clear documentation on campaign workflows, audience logic, and analytical outputs.
• Support segmentation activities and data pulls via Adobe Experience Platform (AEP) when needed.
  
  

Qualifications/Skills Required Or Preferred

• 3–5 years of experience as a Data Analyst, preferably in Core Banking or Financial Services.
• Strong proficiency in SQL for querying and analyzing datasets.
• Should have experience in Dataiku for workflow development or campaign execution, with minimal guidance.
• Working knowledge of Microsoft Excel for basic data handling and reporting.
• Experience in assisting with post-campaign analysis and deriving performance metrics.
• Ability to handle ad-hoc data requests and provide structured insights.
• Basic understanding of the campaign lifecycle and segmentation.
• Good communication skills and a team-oriented mindset.
• Bachelor’s degree in computer science, Information Systems, Marketing Analytics, or a related field.
  
  

Nice To Have

• Exposure to Snowflake or other cloud-based data platforms.
• Familiarity with Adobe Experience Platform (AEP) for segmentation or activation.
• Basic knowledge of Python for data processing or automation tasks.
• Awareness of data privacy and compliance in financial environments
  
  

What You Can Expect From Morgan Stanley

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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.