M

Morgan Stanley

Manages investments and advises on financing

Director Project Management - Portfolio & Change Management

Full-Time
No salary listed
Mid, Senior, Expert
Master's, MBA
Mumbai, Maharashtra, India
In Person
Project & Program ManagementProgram Management

About the job

Requirements
  • At least 4 years' relevant experience would generally be expected to find the skills required for this role.
  • Review and analysis of business requirements / user stories to validate acceptance criteria and create test scenarios, test case and test data
  • Test strategy planning and managing UAT and test cycles with all stakeholders - IT, users, and project
  • Application of testing methodologies, principles, and processes to define and implement key metrics to manage and assess the testing process including test execution and defect resolution
  • Implementation of processes/ process improvements, including automation of testing where possible and appropriate
  • Experiences across a range of financial products (Fixed Income, Equity, Derivatives, Loans)
  • Strong data analysis and problem-solving skills are required to perform data quality gap analysis, root cause issue analysis, and data reconciliations.
  • Excellent communication skills both written and verbal.
  • Lead with example and capability to Manage a diverse matrix team
  • In-depth knowledge of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment
  • Ability to operate independently with respect to most job responsibilities
  • Ability to provide positive and constructive feedback and innovate processes
  • High proficiency in MS Excel, MS Visio, MS PowerPoint
  • Good expertise in Data Analytics tools like Alteryx & Data Visualization tools like Tableau and Power BI
  • Good to have knowledge of Axiom v10, Signavio, UIPath
Responsibilities
  • Work with geographically dispersed groups across Finance and IT in a dynamic, rapidly evolving, high pressure, high visibility project setting
  • Focus on user acceptance testing, business analysis responsibilities, including capturing and documenting requirements in the form of user stories, defining acceptance criteria, and liaising with end users to obtain sign off
  • Work with technology counterparts as a part of SDLC
  • Tests include functional new enhancements/ bug fixes and regression testing existing scripts to ensure existing working functionality is not impacted by the introduction of new code
  • Responsible for and lead aspects of individual and team deliverables and projects, leveraging in-depth knowledge of Finance functional area, product and/or client segments
  • Adhere to the Firm's risk and regulatory standards, policies and controls; proactively identify ways to reduce risk in work
  • Act as a culture carrier; embody and set an example of the Firm's values and hold yourself and others accountable to Firm standards
  • Collaborate with a varied group of colleagues in Finance and across the Firm
  • What you'll do in the role: We have built strong techno-functional teams which partner with our offices globally taking global ownership of systems and products. We have a vibrant and diverse mix of teams working on different technologies and functional areas.
Desired Qualifications
  • Master’s degree in technology, Accounting, MBA preferred from leading institutions
  • Consulting/BA Exp in either of FP&A, Treasury, Product Control or Regulatory Reporting division with Top tier global Bank preferred
  • Experience of working as Functional Business Analyst and have worked upon technology implementation for projects related to any of Axiom Regulatory Reporting (EMEA/AMS), Capital, BASEL III/BASEL III End Game or Product Control.
  • Proven experience in automation and digital tooling projects, with a strong understanding of automation technologies and tools.
  • Experience in managing a team working on diverse requirements under different project squads
  • Experience in managing projects and a strong understanding of project management methodologies.
  • Functional understanding of any from EMEA/US Regulatory Reporting, Comprehensive Capital Analysis & Review (CCAR)/Dodd Frank (DFAST)/14A/Q /FFIEC/LCR Reporting.
  • Ability to communicate key issues and progress updates in a regular, accurate, timely fashion with stakeholders
  • Systems - High proficiency in MS Excel, MS Visio, MS PowerPoint; Good to have knowledge of Axiom v10, Signavio, UIPath
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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

401(k) Company Match

Mental Health Support

Wellness Program

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