Digital BA, Analyst,Portfolio & Change Management

We are seeking a Business Analyst to support Finance Data Warehouse and broader Finance transformation projects.

In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm’s financial and capital resources.

This is an Analyst level position within the Portfolio & Change Management Job Family which manages strategic change management, process re-engineering, and establishment of control procedures for projects with a focus on milestone delivery across projects, managing risks and issues that impact program objectives and facilitating communication across related projects and impacted stakeholders to keep programs on track.

Since 1935, Morgan Stanley has been committed to delivering first-class financial services to clients globally, continuously innovating to meet evolving market needs across more than 40 countries.

What you'll do in the role:

The Finance Centralised Management project team is responsible for managing a considerable percentage of Finance's technology spend, helping to deliver across a portfolio of projects including, Finance Data Warehouse, Regulatory Capital, Leverage and Reporting, Financial Accounting and General Ledger renovation. The team is also front and centre of the technology architecture discussions. The team supports Global and local regulatory driven initiatives across Financial and Capital Reporting including Basel 3, Capital Calculators, FED, SEC, PRA & EBA reporting initiatives as well firm level initiatives for better data sourcing & data quality.

This role requires candidate to support finance data warehouse projects by documenting requirements in the form of user stories, defining and testing acceptance criteria, performing functional and regression testing, and liaising with end users to obtain sign off.

• Analyse existing Finance processes and identify opportunities for automation, standardisation and process improvement.

• Gather, understand and document business requirements, process flows and functional specifications.

• Develop test scenarios, execute testing, document results and support user acceptance testing.

• Investigate defects, data issues and process exceptions, and coordinate their resolution with relevant stakeholders.

• Maintain project documentation, requirement logs, trackers, dashboards, issues and action items.

• Prepare clear project updates, management summaries and presentation materials.

• Support solution deployment, user documentation, knowledge transfer and post-implementation activities.

• Support the development and implementation of digital, automation, analytics and AI-enabled solutions.

• Use AI and Generative AI tools to improve research, analysis, documentation, reporting and day-to-day productivity.

• Assist in developing and testing AI use cases, prompts, workflows and business solutions.

• Perform data analysis, validation, reconciliations and control checks to ensure completeness and accuracy.

• Contribute to AI awareness sessions, knowledge-sharing forums, demonstrations and digital adoption initiatives.

• Coordinate with Finance users, process owners, Technology teams and other stakeholders throughout the project lifecycle.

• Contribute to team knowledge-sharing sessions, demonstrations and internal digital adoption initiatives.

• Ensure solutions and project documentation are aligned with applicable Finance controls, governance and data-quality standards.

What you'll bring to the role:

• Bachelor’s degree in engineering, Finance, Business, Analytics, Data Science, Information Technology or a related discipline.

• Ability to understand business processes, identify improvement opportunities and translate business needs into clear requirements.

• Strong analytical and problem-solving skills, with attention to data accuracy and detail.

• Working knowledge of Microsoft Excel, including data analysis, formulas, reconciliations and structured reporting.

• Ability to prepare clear and professional presentations using Microsoft PowerPoint.

• Understanding of project delivery activities such as requirements gathering, testing, issue tracking and stakeholder coordination.

• Understanding of Generative AI concepts, including prompt creation, output validation and responsible use of AI.

• Strong written and verbal communication skills.

• Ability to manage assigned deliverables, prioritise activities and work effectively within agreed timelines.

• Collaborative, accountable and proactive approach, with a willingness to learn new tools and technologies.

• 1-2 years of relevant experience in Finance, business analysis, data analytics, automation, reporting, consulting or digital transformation.

Desired Skills

Exposure to the following would be beneficial:

• Microsoft Copilot, Gen AI or other AI-enabled productivity tools.

• Prompt engineering and AI output-evaluation techniques, AI-assisted data analysis, reporting or process improvement.

• Alteryx or similar data preparation and workflow automation tools.

• Power BI, Tableau or other reporting and data-visualisation tools.

• UiPath or other robotic process automation platforms.

• SQL, Python, VBA, Power Query or similar data and automation technologies.

• Business process mapping and requirements-documentation techniques.

• Finance processes, financial reporting, management reporting or reconciliation activities.

• Agile, change management or project-delivery methodologies.

The following personal attributes are important for this role:

• Accountable and dependable.

• Analytical and detail-oriented.

• Well organised and delivery-focused.

• Curious and willing to continuously learn about AI and emerging Technologies.

• Comfortable working in a collaborative and changing environment.

• Able to communicate complex information clearly and concisely.

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 https://www.morganstanley.com/about-us/global-offices​ into your browser.

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: https://www.morganstanley.com/people-opportunities/eeo.