Fund Services CFO Team

Morgan Stanley seeks a professional for a Business Analyst role to assist with data analysis and reporting for its Fund Services Business. The individual will cover a diverse range of responsibilities related to strategy planning and business management. This person will be responsible for generating standard and ad-hoc reports on client and business metrics to assist management in decision-making. Candidates must be able to organize and analyze large sets of data to distill information into clear summaries for senior management. The role involves using creativity, problem-solving and quantitative skills to respond to inquiries with data-driven analysis, and effectively communicating results to regional stakeholders. The analyst will have the opportunity to use analytical skills to help drive decisions and quantify results in the Fund Services business.

To succeed in the role, the candidate will need a relevant background (finance, economics, mathematics and statistics), strong desire to learn, and ability to work independently in a multi-regional team. 

Primary Responsibilities:

• Design and implement quantitative models to inform resource planning decisions
• Develop and maintain comprehensive senior management reporting capabilities
• Work with sales team to estimate resource requirements for prospective business
• Liaise with other groups in the Firm on global strategic occupancy/space planning
• Create presentations for senior management committees
• Lead discussions with regional stakeholders in the business to remediate capacity issues
• Perform in-depth revenue forecast to track the growth of the business
• Work with internal IT to remediate gaps in reporting/data issues 

Qualifications:

• Bachelor’s degree
• Excellent analytical skills, strong attention to detail and good organizational skills
• Strong project management skills
• Excellent proficiency with Excel (automation, pivot tables, complex formula building). Knowledge in VBA and databases/SQL is a plus  
• Ability to work independently in a fast-paced environment
• Experience working under pressure and performing to tight deadlines
• Excellent oral and written communication skills; the ability to convey information with clarity
• Desire to work as a team

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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.

We're committed to bringing passion and customer focus to the business.

Expected base pay rates for the role will be between $90,000 and $120,000 for Associate and $130,000 and $140,000 for Director, 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's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).