Data & AI Strategy Associate

Overview CRM Data and Reporting Fleet: The CRM Data and Reporting Fleet is responsible for defining and delivering a centralized, standardized, and modern data and reporting capability for Credit Risk Management. The Fleet brings together data strategy, curation, governance, and reporting delivery to establish a single source of truth for risk reporting, while enabling scalable, self service analytics through modern platforms such as Power BI and Analyze in Excel. Data and AI Strategy Squad: The Data and AI Strategy Squad sits at the core of the Fleet and defines the end-state data, reporting, and AI-Capabilities, operating model, and governance standards. The squad works closely with reporting teams, data management, and technology partners to translate strategic priorities into executable frameworks, procedures, and scalable solutions aligned with firm-wide modernization initiatives. Background on the Position: We are seeking an Associate to join the CRM Data and Reporting Fleet within the Data and AI Strategy Squad. This role sits at the intersection of strategy, execution, and enablement, supporting both the day-to-day operation of the Fleet and longer-term data, reporting, and AI modernization initiatives. The successful candidate will work closely with the Data and AI Strategy lead and act as a force multiplier across the Fleet—helping coordinate work across squads, maintain operational discipline, and ensure strategic priorities are translated into clear, executable plans. The role provides broad exposure to CRM reporting, data curation, semantic model design, BI tooling, and emerging AI-enabled reporting capabilities, and requires close collaboration with Credit Risk IT, reporting teams, and business stakeholders. Primary Responsibilities Data Curation, Modeling, and Reporting Delivery Support data curation processes and contribute to logical and semantic model design Enhance and maintain Power BI dashboards and Analyze in Excel reports Help ensure reporting solutions are scalable, well-structured, and aligned with Fleet data standards Operational Frameworks, Procedures, and Documentation Contribute to the development and maintenance of fleet-wide operating procedures, documentation, and workflows Support governance, control, and standards adoption to ensure consistency as the platform evolves Technology and Stakeholder Collaboration Partner with Credit Risk IT and key stakeholders to support data, reporting, and AI modernization initiatives Help bridge strategy, technology, and execution across squads Fleet Enablement and Operations Support Fleet-level coordination across squads, including tracking progress, reviewing Rally/JIRA artifacts, and following up on actions Maintain collaboration spaces and working materials to ensure transparency and effective execution AI and Innovation Enablement Support AI-enabled reporting and analytics initiatives by understanding user needs and identifying process improvement opportunities Assist with the adoption of modern tools, automation, and AI-driven capabilities across reporting and operational workflows Skills/Experience Required Bachelor's degree 3 years of experience in a business and/or data analysis role within Financial Services, Consulting, Accounting, or Corporate Finance Strong understanding of relational databases and data curation concepts, with hands on experience using SQL (joins, keys, relationships) Experience maintaining logical and physical data models and contributing to curated data pipelines Working experience with Power BI or other data visualization tools, including exposure to semantic model design Foundational understanding of AI and analytics concepts, including awareness of the differences between traditional machine learning, large language models (LLMs), and agent-based or agentic workflows Proficient in Excel and PowerPoint for reporting, analysis, and issue investigation Well organized, detail oriented, and comfortable working in a fast paced, collaborative environment Additional skills (nice to have): Working knowledge of Python for data analysis or automation Experience with Rally and/or JIRA for agile delivery and backlog management Exposure to Snowflake or other modern cloud data platforms What You Can Expect from Morgan Stanley 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 into your browser. Expected base pay rates for the role will be between $100,000 and $140,000 year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: #J-18808-Ljbffr PowerToFly