Transform Data into Insights. Influence Decisions.
Join Morgan Stanley’s Finance Division and help shape how financial data is transformed into actionable business insights. As a Finance Data Visualization & Reporting Lead, you will combine your Finance expertise with advanced Power BI capabilities to develop impactful dashboards, management reports, and executive-level visualizations that support strategic decision-making across the Firm.
This is an exciting opportunity for professionals who are passionate about data storytelling, financial analytics, and visualization and want to play a leading role in driving Finance transformation through data and technology.
What you'll doLead the design and development of Power BI dashboards, reporting solutions, and executive visualizations for Finance stakeholders
Transform complex financial, risk, and governance data into clear, actionable insights for senior management
Partner with Finance, Risk, Data, and Technology teams to define reporting requirements and deliver meaningful business intelligence solutions
Drive reporting standardization, automation, and visualization best practices across Finance
Develop KPI frameworks, management reports, and interactive dashboards that improve transparency and decision-making
Champion data quality, reporting governance, and user adoption of reporting tools
Support strategic Finance initiatives through data analysis, reporting enhancements, and process automation
5+ years of experience in Finance, Business Intelligence, Reporting, or Data Analytics
Advanced Power BI expertise, including dashboard design, data modelling, and data visualization best practices
Strong understanding of financial reporting, management information, and performance metrics
Ability to translate complex datasets into clear business narratives and executive-level insights
Strong stakeholder management and communication skills
Experience with SQL, Power Query, Power Platform, or other analytics tools is an advantage
Passion for innovation, continuous improvement, and data-driven decision-making
Become the go-to expert for Power BI and data visualization within a global Finance organization
Influence strategic decisions through impactful reporting and analytics
Work with international stakeholders across Finance, Risk, and Technology
Drive Finance transformation through automation, visualization, and modern reporting solutions
Grow your career in a collaborative, innovative, and high-performing environment
#LI-JL1
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.
Certified Persons Regulatory Requirements:
If this role is deemed a Certified role and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.
Flexible work statement
Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more.
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
- 5+ years of experience in Finance, Business Intelligence, Reporting, or Data Analytics
- Advanced Power BI expertise, including dashboard design, data modeling, and data visualization best practices
- Strong understanding of financial reporting, management information, and performance metrics
- Ability to translate complex datasets into clear business narratives and executive-level insights
- Strong stakeholder management and communication skills
- Experience with SQL, Power Query, Power Platform, or other analytics tools
- Passion for innovation, continuous improvement, and data-driven decision-making
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.
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Healthcare Strength — Health coverage is characterized as comprehensive, with medical, dental, vision, and added supports like One Medical and mental-health sessions. Feedback suggests the overall package is strong to excellent for a large financial-services employer.
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Retirement Support — Retirement programs include a 401(k) with company matching and related financial benefits. These features are frequently highlighted as part of a broad, competitive package.
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Parental & Family Support — Family benefits are noted for generous paid parental leave, fertility support, and caregiver leave. Feedback suggests these offerings stand out as a strength within the package.
Morgan Stanley Insights
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.
