FDW(Business Analyst), Director, Portfolio & Change Management

Since 1935 Morgan Stanley is known as a global leader in financial services always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

Were seeking someone with more than 7 years of relevant experience to join our Centralized Management Projects team as a lead business analyst (Director) in Finance Division.

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 Firms financial and capital resources. This is a Director level position within the Portfolio & Change Management Job Family with Job Level 3.

The Finance Centralised Management project team is responsible for managing a considerable percentage of Finances 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 souring & data quality.

Role requires candidate to manage a stream of finance data warehouse projects by documenting requirements in the form of user stories defining acceptance criteria and liaising with end users to obtain sign off. The candidate is expected to lead a team of Business Analysts/ Testing Team supporting Project implementation and manage stakeholders providing timely Project updates.

What youll do in the role:
- Business analysis in Finance Data Warehouse BAU reporting models working on analysis of new data tables refactoring datamarts and maintaining existing Power BI dashboards
- Detailed analysis of financial products (Loans Derivatives SFTs etc.) for identification of KDEs on data model view.
- Manage implementations from analysis to testing to deployment to post-production checkout plan write and execute test cases & scripts for functional and regression testing and maintain user documentation.
- Conduct business analysis reviews to validate that system changes comply with regulatory requirements.
- Liaison with stakeholders and IT colleagues to identify new requirements create user stories and track prioritization and remediation.
- Develop collaborative relationships with a squad working across different departments and regions.
- Take part in Squad/Fleet Agile ceremonies providing updates and reporting for Clients and Senior Management.
- Communicate and escalate to line management as appropriate.
- Adhere to the Firms risk and regulatory standards policies and controls
- Manage a team of junior business analysts; set objectives coach and create a culture of accountability and continuous improvement.
- Act as a culture carrier; embody the Firms values and hold yourself accountable to Firm standards What youll bring to the role:
- Proven subject matter expertise in financial services Investment Banks or similar institutions. Experience in any of Capital Reporting Basel III/Basel IV requirements for Capital Adequacy Capital Ratio Calculations BCBS239 Compliance or Regulatory Reporting Projects for US/EMEA region.
- Strong understanding of Trade Life Cycle across Asset Classes with good hands-on knowledge of financial products like Derivatives Loans Fixed income SFTs.
- Good knowledge of any of Data Quality Control and Governance Business Process Modelling Data lineage process improvement is desirable
- Strong data analysis and problem-solving skills required to perform data quality gap analysis root cause issue analysis and data reconciliations
- Highly numerate with an attention to detail and accuracy coupled with strong analytical and documentation skills.
- Experience of data modelling and investigation with the ability to identify issues develop and implement practical solutions.
- Excellent communication skills (both oral and written) and ability to liaise with colleagues/clients of all levels.
- Self-motivated with the ability to work consistently and efficiently to achieve goals either as an individual or as part of a team.
- Proficiency in data visualization tools like Power BI and Microsoft Office tools (Excel Visio and Teams).
- Experience of investigating summarising and presenting results in a meaningful format to Stakeholders and Senior Management.

Desired Skills

- SDLC Agile experience within a squad/fleet
- Proficient with traditional project management approaches.
- Proficient with knowledge of finance products like Derivatives debt equity
- Proficient in data visualization tools like PowerBI
- Hands-on experience with Alteryx workflows.
- High proficiency in MS Excel ability to analyse large datasets
- Strong co-ordination/ organisation skills

The following personal attributes are important for this role:
- Accountable
- Self-motivated with a continuous improvement mindset
- Well organised
- Excellent analytical skills
- Strong verbal and written communication skills

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 thats differentiated and weve 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 - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll 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. Theres also ample opportunity to move about the business for those who show passion and grit in their work.

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Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds talents perspectives and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting developing and advancing individuals based on their skills and talents.