AI Transformation & Change Management - Fund Services - Analyst

Posted 13 Days Ago
New York, NY, USA
In-Office
95K-130K Annually
Junior
Fintech • Financial Services
The Role
The Analyst will support AI transformation initiatives at Morgan Stanley Fund Services by managing program visibility, change management, and communication with senior leadership, ensuring effective adoption and tracking of progress across workstreams.
Summary Generated by Built In

Established in 2004, Morgan Stanley Fund Services (MSFS) is a global business within the Institutional Equities Division (IED) that provides fund administration services for over $700billion in assets across 350+ hedge funds, private equity and large family offices clients. Our best-in-class offering includes accounting and investors services, portfolio analytics, middle-office functions, regulatory and financial reporting, and tax services. Delivering these services to our clients and their investors is a diverse team of 1,400 highly skilled employees across the globe based in New York, London, Glasgow, Dublin, Mumbai, Bengaluru, and Hong Kong. Joining MSFS, you will discover a dynamic environment where every day offers new opportunities for personal growth and innovation. Here at MSFS your career isn’t just a job, it’s an incredible journey fueled by collaboration, challenge, and the chance to make a meaningful impact to our business, our clients, their investors and the wider Morgan Stanley franchise.

MSFS is transforming its business with AI. We are seeking an Analyst to support program execution, change management, adoption, and senior leadership visibility across multiple concurrent workstreams, including agentic build and AI training.

This is a high-exposure role focused on driving transparency, accountability, communication, and actionable insight as Fund Services advances its AI transformation agenda.

Key Responsibilities

Program Visibility & Insight

  • Maintain a clear, real-time view of progress across all in-flight workstreams, including milestones, risks, blockers, dependencies, and decisions.

  • Synthesize updates from multiple teams into concise, decision-ready materials for senior leadership.

  • Track actions, escalations, and cross-workstream dependencies to support effective governance and execution.

  • Identify emerging risks and help ensure timely resolution or escalation.

Change Management & Adoption

  • Champion AI adoption across MSFS by leading trainings, highlighting wins, sharing learnings, and supporting MSFS-wide change management efforts.

  • Partner with workstream leads to define and track adoption, effectiveness, and value metrics, including usage, accuracy, productivity impact, and stakeholder engagement.

  • Support rollout planning and communications across Fund Services, including stakeholder readiness, feedback loops, and clear messaging on what is changing, why it matters, and what is needed from teams.

  • Drive alignment and standardization across workstreams on priorities, metrics, timelines, and outcomes.

Qualifications

  • 0-3 years of experience in financial services, operations, consulting, transformation, change management, or program management preferred.

  • Strong analytical, organizational, and communication skills.

  • Ability to synthesize complex information into clear executive-level updates.

  • Proven ability to manage multiple priorities and stakeholders in a fast-paced environment.

  • Strong attention to detail, sound judgment, and a proactive approach to problem-solving.

  • Interest in AI, automation, and business process transformation.

Success Measures

  • Senior leadership has a clear and trusted view of progress, risks, and key decisions.

  • Workstreams remain aligned on priorities, metrics, and expected outcomes.

  • Communications are targeted, timely, and effective in driving engagement.

  • The program operates with greater transparency, fewer surprises, and faster decision-making.

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 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

Expected base pay rates for the role will be between $95,000 and $130,000 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 is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.  Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

Skills Required

  • Experience in financial services, operations, consulting, transformation, or program management
  • Strong analytical, organizational, and communication skills
  • Ability to synthesize complex information into clear executive-level updates
  • Proven ability to manage multiple priorities and stakeholders
  • Strong attention to detail and proactive problem-solving skills
  • Interest in AI, automation, and business process transformation

Morgan Stanley Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Morgan Stanley and has not been reviewed or approved by Morgan Stanley.

  • Parental & Family Support Family support is extensive, with paid parental leave for all parents, adoption and fertility assistance, backup childcare, and eldercare resources. Feedback suggests these programs meaningfully enhance the overall package and help with retention.
  • Healthcare Strength Health coverage spans medical, dental, vision, mental‑health access, care navigation, and expert second opinions. Convenient primary care access and condition‑specific support reinforce the depth of healthcare coverage.
  • Equity Value & Accessibility Equity compensation and stock ownership are positioned as core motivators that encourage commitment and retention. Feedback suggests education and support are provided to help participants manage equity and related financial benefits.

Morgan Stanley Insights

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The Company
HQ: New York, NY
87,899 Employees

What We Do

Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its 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 its more than 60,000 employees in 1,200 offices across 41 countries.

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