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Morgan Stanley

Manages investments and advises on financing

Organizational Dashboard Director

Business OperationsConfirmed live in the last 24 hours
Full-timeDallas, TX, USAIn-person

About the Job

Requirements

  • A bachelor's degree and at least 6 years of experience, ideally in Consulting, Project Management, Technology Business Analysis, Finance, or a Risk/Compliance function in a large global organization.
  • Advanced analytical and data management skills, including the ability to analyze and synthesize complex datasets, metrics, and key performance indicators into clear business insights and recommendations.
  • Proven project and program management experience leading complex, cross-functional initiatives, process transformation, and change in a global, highly matrixed environment.
  • Strong communication and executive presentation skills, including the ability to ask effective questions, synthesize complex information for senior audiences, build partnerships, and influence stakeholders to drive outcomes.
  • Expert-level Microsoft Excel skills, including data modeling, Power Query, pivot tables, reconciliations, and validation.
  • Strong interest in emerging technologies, including artificial intelligence and automation, with experience or aptitude using tools such as Microsoft Copilot and automated workflows to improve reporting, decision-making, and process efficiency.

Responsibilities

  • Execute the Firm's organizational dashboard program.
  • Collaborate with Control Functions to ensure data integrity and execution, facilitate system updates, and oversee large-scale datasets through validation, monitoring, and quality-control processes.
  • Analyze complex datasets to support strategic business initiatives and data-driven decision-making.
  • Lead cross-functional engagement with Technology to enhance data sourcing, automation, analytical capabilities, and processes.
  • Manage competing priorities and deliverables across multiple workstreams, ensuring timely execution, escalation, and stakeholder alignment.
  • Produce executive-level reporting and presentations that deliver actionable insights to senior leadership.
  • Serve as a trusted advisor and subject-matter expert, influence global stakeholders, and leverage emerging technologies, artificial intelligence, and automation to improve data, systems, reporting, and processes.

Desired Qualifications

  • Experience with Alteryx, Dataiku, or comparable analytics and workflow platforms.

About the Company

Morgan Stanley

Manages investments and advises on financing

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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