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DATA · Business Information Services

Business Analytics Manager

Morgan Stanley

Senior · 5+ yrsOn-site · Dallas, Texas, United States of AmericaListed 21d ago
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Experience Senior · 6+ yrs (5+ years)

About the role

structured by ORI

We're seeking someone to join our team as a Business Information Analytics Manager to oversee and transform the delivery of financial analytics work products to front office business partners, focused on investment bankers. As part of this role, you will partner closely with BIA Leadership to lead service delivery,…

What you will do

  • Provide operational oversight of team utilization, ensuring efficient distribution of work, preventing backlogs and forecasting capacity based on ongoing projects and anticipated demand
  • Implement strategic evolution roadmap for supporting Analyst workflows by incorporating AI platforms and building agents/tools to transform delivery of business-ready products such as profiles, sector overview slides, newsletters etc.
  • Partner with Research teams and internal stakeholders to ideate and develop scalable new work products using AI-based platforms and automation tools such as UIPath, Python, GPT, Claude, etc.
  • Support BIA Leadership to determine Analytics initiatives and business development opportunities
  • Expand and enhance current books of work, including Pitchbook/Presentations Integration, Financial Modeling/Valuation, Dashboards, etc.

What they are looking for

  • Relevant experience in a multi-sector information research, specialized sector research role or relatable experience in financial services.
  • Strong business/Finance/accounting acumen, understanding of financial modeling, ratios etc.
  • Client-focused with ability to anticipate needs, address clients' expectations, effectively manage priorities and cooperate to achieve objectives.
  • Strong oral and written communication skills, able to synthesize large volumes of information and clearly articulate complex ideas.
  • Technical know-how in Microsoft Office Suite, specifically advanced skills in Excel and PowerPoint, as well as AI-based platforms and automation tools such as UIPath, Python, GPT, Claude, etc.
  • Enthusiasm, aptitude, and organizational skills, with a willingness to learn.

Before you apply

  • In-Person interviews will be required for the role.
  • The position’s work location will be 1445 Ross Ave, Dallas, TX 75202 at a future date.
financial modelingaccountingfinancial analyticssector researchdashboardsautomationvaluationMicrosoft OfficeExcelPowerPointUiPathPythonGPTClaude
Full posting text

We're seeking someone to join our team as a Business Information Analytics Manager to oversee and transform the delivery of financial analytics work products to front office business partners, focused on investment bankers. As part of this role, you will partner closely with BIA Leadership to lead service delivery, optimize workflow & reporting, and drive efficiencies and innovation throughout the delivery cycle.

In the Corporate Services division, we empower our businesses by creating collaborative workplace solutions and commercial services that enhance the employee and client experience, while optimizing the value of our sourcing and third-party lifecycle to enable the Firm to do-and-win business.

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.

What you'll do in the role:

\- Provide operational oversight of team utilization, ensuring efficient distribution of work, preventing backlogs and forecasting capacity based on ongoing projects and anticipated demand

\- Implement strategic evolution roadmap for supporting Analyst workflows by incorporating AI platforms and building agents/tools to transform delivery of business-ready products such as profiles, sector overview slides, newsletters etc.

\- Partner with Research teams and internal stakeholders to ideate and develop scalable new work products using AI-based platforms and automation tools such as UIPath, Python, GPT, Claude, etc.

\- Support BIA Leadership to determine Analytics initiatives and business development opportunities

\- Expand and enhance current books of work, including Pitchbook/Presentations Integration, Financial Modeling/Valuation, Dashboards, etc.

\- Measure the effectiveness of the service, 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 your functional area, proposing and implementing improvements/changes

What you'll bring to the role:

\- Relevant experience in a multi-sector information research, specialized sector research role or relatable experience in financial services.

\- Strong business/Finance/accounting acumen, understanding of financial modeling, ratios etc.

\- Client-focused with ability to anticipate needs, address clients' expectations, effectively manage priorities and cooperate to achieve objectives.

\- Strong oral and written communication skills, able to synthesize large volumes of information and clearly articulate complex ideas.

\- Technical know-how in Microsoft Office Suite, specifically advanced skills in Excel and PowerPoint, as well as AI-based platforms and automation tools such as UIPath, Python, GPT, Claude, etc.

\- Enthusiasm, aptitude, and organizational skills, with a willingness to learn.

The position’s work location will be 1445 Ross Ave, Dallas, TX 75202 at a future date. The role may begin remotely until the office location becomes available. In-Person interviews will be required for the role.

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 that’s differentiated – and we’ve 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 - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams a

business information services
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Opportunity details

Deadline
Closing in 114d · 13 Feb

As stated by the source. Anything not shown was not stated.

Morgan Stanley

Financial Services

Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees.

We view Morgan Stanley’s talent and culture as a key competitive adv

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