M

Morgan Stanley

Manages investments and advises on financing

Business Analytics Manager

Full-Time
$76k - $109k/yr
Mid
Dallas, TX, USA
HybridThe role may begin remotely until the Dallas office location becomes available.
Business & StrategyBusiness Operations
Company Does Not Provide H1B Sponsorship

About the job

Requirements
  • Relevant experience in multi-sector information research, specialized sector research, or related experience in financial services.
  • Strong business, finance, and accounting acumen, including an understanding of financial modeling and ratios.
  • Ability to anticipate client needs, address client expectations, manage priorities, and cooperate to achieve objectives.
  • Strong oral and written communication skills, including synthesizing large volumes of information and clearly articulating complex ideas.
  • Technical knowledge of Microsoft Office, especially advanced Excel and PowerPoint skills, as well as AI-based platforms and automation tools such as UiPath, Python, GPT, and Claude.
  • Enthusiasm, aptitude, organizational skills, and willingness to learn.
Responsibilities
  • Provide operational oversight of team utilization, distribute work efficiently, prevent backlogs, and forecast capacity based on ongoing projects and anticipated demand.
  • Implement a strategic evolution roadmap for supporting analyst workflows by incorporating AI platforms and building agents and tools to transform delivery of business-ready products such as profiles, sector overview slides, and newsletters.
  • Partner with research teams and internal stakeholders to ideate and develop scalable work products using AI-based platforms and automation tools such as UiPath, Python, GPT, and Claude.
  • Support BIA leadership in determining analytics initiatives and business development opportunities.
  • Expand and enhance current books of work, including PitchBook/presentations integration, financial modeling and valuation, and dashboards.
  • Measure service effectiveness by developing key metrics and performance indicators, and report regularly to BIA leadership and business partners on efficiencies gained and areas for continued growth.
  • Identify and leverage opportunities for BIA to support information gathering and synthesis from new and existing clients.
  • Serve as a subject matter expert for the functional area and propose and implement improvements and changes.

About the company

Morgan Stanley advises companies and governments on financing and manages investments for institutions, individuals, and families. Its business combines investment banking and securities trading with wealth management and an asset-management division that invests across public and private markets. Bankers arrange stock and bond sales and advise on mergers, while advisors build client portfolios and fund managers invest money under agreed strategies. The firm earns advisory and management fees, trading revenue, commissions, and interest from lending and deposits. Morgan Stanley was founded as a partnership in 1935 and is headquartered in New York City.

Company Size

10,001+

Company Stage

IPO

Headquarters

New York City, New York

Founded

1935

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Simplify's Take

What believers are saying

  • Business activity supports expansion: Morgan Stanley reported $21.3 billion quarterly revenue in July 2026, versus $16.8 billion a year earlier.
  • Dallas careers have a future pipeline: Morgan Stanley announced plans for 3,800 jobs by 2035 in September 2026.
  • Recurring fees anchor wealth management: asset-management fees supplied 59% of Morgan Stanley Wealth Management's 2025 revenue.

What critics are saying

  • Staff stability is uneven: Reuters reported Morgan Stanley cut 2,500 jobs across divisions in March 2026, excluding financial advisors.
  • Falling markets squeeze fees: Morgan Stanley bases wealth and asset-management fees on client portfolio values.
  • Asset-manager inflows weakened: Morgan Stanley reported $7.5 billion long-term net flows in July 2026, versus $12.2 billion a year earlier.

What makes Morgan Stanley unique

  • Retail clients choose their service level: Morgan Stanley combines E*TRADE trading with virtual and dedicated financial advisors.
  • Workplace investing has dedicated infrastructure: Morgan Stanley runs Shareworks and E*TRADE stock-plan platforms for customer employees.
  • Specialist investing extends its reach: Morgan Stanley owns portfolio-customization firm Parametric and responsible-investing firm Calvert.

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Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Disability Insurance
  • Health Savings Account/Flexible Spending Account
  • Unlimited Paid Time Off
  • Paid Vacation
  • Paid Sick Leave
  • Paid Holidays
  • Hybrid Work Options
  • 401(k) Retirement Plan

Company News

Yahoo Finance
Oct 15th, 2026
Morgan Stanley falls 3% despite 12% revenue growth to $20.3B as Cramer blames inflation fears

Morgan Stanley (MS) shares fell nearly 3% on Wednesday, even after third-quarter revenue rose 12% to $20.3 billion from $18.2 billion a year earlier and beat forecasts. Goldman Sachs also beat estimates, yet it lost another 1.5%. CNBC host Jim Cramer blames worries about sticky inflation and climbing rates, not weak results. "It's not easy to own these bank stocks right now," he said. Institutional Securities revenue grew 18% to $10 billion, while fixed income fell 7%. Wealth management revenue rose 10%, and client assets reached a record $10.5 trillion. Cramer said a resolution to the war in Iran could cool inflation and give the Federal Reserve room to hold off on rate hikes.

Yahoo Finance
Oct 14th, 2026
Morgan Stanley bets on people over AI as Q3 revenue hits $20.3B

Morgan Stanley is taking a measured approach to AI while stressing the role of its people, chief executive officer Ted Pick told analysts on Wednesday. "It's a people business," he said of wealth management, adding that AI can "do a lot of the early work" but clients ultimately ask, "do I trust my financial advisor?" The bank lends capital for the AI buildout and uses the technology internally to boost scale and efficiency. Its wealth unit has worked with OpenAI since at least 2023. Third-quarter net revenues rose to $20.3 billion from $18.2 billion a year earlier. Net income was $4.9 billion, up 6.5%, and earnings per share were $3.03, above the $2.92 analysts expected. Wealth management posted record revenues of $9.1 billion, and net new assets reached $232 billion, up 187%.

Yahoo Finance
Oct 14th, 2026
Morgan Stanley wealth arm draws record $232B in new assets as IPOs lift profit

Morgan Stanley's third-quarter profit rose as equity traders beat analysts' estimates and its wealth arm drew a record $232 billion in net new assets. Net income was $4.97 billion, up from $4.66 billion a year earlier. Half of the new assets were tied to initial public offerings (IPOs). The firm's bankers worked on some of the year's biggest listings, including SpaceX, a customer of its workplace channel. Stock-trading revenue reached $5.8 billion, against expectations of $4.9 billion. Total trading revenue was $7.81 billion, compared with expectations of $7.31 billion. Wealth management revenue rose to $9.1 billion from $8.2 billion a year earlier. Investment banking net revenue was $2.16 billion, up from $2.11 billion. Shares advanced 0.5% in early New York trading.

Business Wire
Oct 13th, 2026
Inscripta Announces the First Commercial Shipment of Its Onyx™ Digital Genome Engineering Platform and Closes $150 Million in New Financing

Financing round led by Fidelity and T. Rowe Price funds underscores vast opportunities to bring Inscripta’s technology to the broader bioeconomy.

MarketScreener
Oct 13th, 2026
Accelevation secures $650M credit facility, cutting borrowing costs to SOFR plus 1.50%-2.50%

Accelevation Holdings Corp. (Nasdaq: ACCV) has signed a new $650 million senior secured credit agreement. It replaces the credit facilities the company set up before its initial public offering. The deal includes a $400 million revolving credit facility and a $250 million Term Loan A, both maturing in 2031. Pricing is Term Secured Overnight Financing Rate (SOFR) plus 1.50% to 2.50%, down from SOFR plus 4.50% to 5.25%. "The new facilities extend our maturity profile, reduce our borrowing costs, and provide flexibility to continue investing in our business," said chief financial officer Ken Krause. Bank of America, N.A. acted as administrative agent and collateral agent. The Miamisburg, Ohio-based company designs, manufactures, and installs systems for mission-critical infrastructure.