Wealth Management, Real Estate Strategic Analyst - Assistant Vice President

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.

The Wealth Management Chief Administrative Office (CAO) provides centralized oversight of WM business operations and financial management. We drive operational discipline, establish governance, and deliver reporting and insights that help WM operate more efficiently and effectively including real estate strategy and workplace planning.

Within CAO, the WM Real Estate team represents Wealth Management in firm real estate strategy and execution. This role is hands-on property management, strategy, analytics and stakeholder-management, where you’ll solve workspace problems for Wealth Management, execute workspace strategy, translate space/occupancy data into clear insights, build executive-ready materials, and coordinate with Firm Corporate Services, WM leaders and other stakeholders to solve WM real estate needs and issues.

Responsibilities

• Improve how we work: recommend and implement workspace, process and other enhancements to increase efficiency, clarity, and consistency
• Drive projects to completion: support special projects and initiatives (intake, tracking, meeting prep, action items, timelines, and follow-ups)
• Represent WM with partners: serve as a central point of coordination between WM businesses, Corporate Services, and other stakeholders for property-related questions, initiatives, and issue resolution
• Turn data into decisions: analyze space, occupancy, and utilization information; identify trends, gaps, and opportunities; translate findings into clear, concise insights
• Build executive-ready content: develop senior management presentations with a structured storyline, clean visuals, and actionable recommendations
• Own reporting accuracy: create, reconcile, and maintain occupancy reporting and supporting documentation; ensure inputs and outputs are consistent
• Ad hoc analysis: support additional analyses and deliverables as business needs evolve

Experience

• Three or more years of relevant experience in project management or related disciplines including:
  • Project coordination, analytics, business analyst, business management, workplace/real estate strategy/operations, reporting/insights
  • Management consulting or other similar project-based and problem-solving experience
• Capital improvement or building systems experience helpful
  • Coordinating renovations and capital projects (scope, schedule, budget, change orders)
  • Basic construction literacy (reading proposals, understanding sequencing and dependencies)
  • Stakeholder management (owners/asset managers, tenants, contractors)
  • Turnover/readiness management (unit turns, punch lists, make-ready timelines)
• BA/BS degree required

Skills/Abilities

• Strong written and verbal communication skills; confident interacting with cross-functional stakeholders
• Strong analytical, problem-solving, and data-quality mindset; exceptional attention to detail
• Basic construction literacy (reading proposals, understanding sequencing and dependencies)
• Advanced Excel and PowerPoint skills; ability to synthesize complex information into executive-level storytelling
• Superior organizational skills: ability to prioritize and deliver in a fast-paced, evolving environment
• Technically proficient and a quick learner of new and updated platforms
• Ability to occasionally travel to various Wealth Management locations

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.

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Expected base pay rates for the role will be between 85,000 and 140,000 per 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.

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