We are seeking someone to join our Project Management team to manage the External Financial, Regulatory & Capital Reporting function comprising various external filings to the US & EMEA regulators.
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 Firm’s financial and capital resources. This is a Director level position within the Project management team
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:
We have built strong techno-functional teams which partner with our offices globally taking global ownership of systems and products. We have a vibrant and diverse mix of teams working on different technologies and functional areas. There is a large focus on innovation, inclusion, giving back to the community and sharing knowledge.
The candidate needs to be able to work with geographically dispersed groups across Finance and IT in a very dynamic, rapidly evolving, and high pressure, high visibility project setting. The candidate will have to focus on user acceptance testing, business analysis responsibilities, including capturing and 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 work with technology counterparts as a part of SDLC. Tests include functional new enhancements/ bug fixes and regression testing existing scripts to ensure existing working functionality is not impacted by the introduction of new code.
Master’s degree in technology, Accounting, MBA preferred from leading institutions
Consulting/BA Exp in either of FP&A, Treasury, Product Control or Regulatory Reporting division with Top tier global Bank preferred
Experience of working as Functional Business Analyst and have worked upon technology implementation for projects related to any of Axiom Regulatory Reporting (EMEA/AMS), Capital, BASEL III/BASEL III End Game or Product Control.
Proven experience in automation and digital tooling projects, with a strong understanding of automation technologies and tools.
Experience in managing a team working on diverse requirements under different project squads
Experience in managing projects and a strong understanding of project management methodologies.
Functional understanding of any from EMEA/US Regulatory Reporting, Comprehensive Capital Analysis & Review (CCAR)/Dodd Frank (DFAST)/14A/Q /FFIEC/LCR Reporting.
Ability in driving process improvements and efficiencies for reduced time-to-market
Ability to communicate key issues and progress updates in a regular, accurate, timely fashion with stakeholders
Excellent communication & interpersonal skills and ability to work collaboratively with cross-functional teams.
Strong co-ordination (across functional groups – stakeholders, IT, SMEs) and organisation skills
Collaborate with a varied group of colleagues in Finance and across the Firm
Responsible for and lead aspects of individual and team deliverables and projects, leveraging in-depth knowledge of Finance functional area, product and/or client segments
Adhere to the Firm's risk and regulatory standards, policies and controls; proactively identify ways to reduce risk in work
Act as a culture carrier; embody and set an example of the Firm's values and hold yourself and others accountable to Firm standards
What you'll bring to the role:
Review and analysis of business requirements / user stories to validate acceptance criteria and create test scenarios, test case and test data
Test strategy planning and managing UAT and test cycles with all stakeholders - IT, users, and project
Application of testing methodologies, principles, and processes to define and implement key metrics to manage and assess the testing process including test execution and defect resolution
Implementation of processes/ process improvements, including automation of testing where possible and appropriate
Experiences across a range of financial products (Fixed Income, Equity, Derivatives, Loans)
Strong data analysis and problem-solving skills are required to perform data quality gap analysis, root cause issue analysis, and data reconciliations.
Excellent communication skills both written and verbal.
Lead with example and capability to Manage a diverse matrix team
In-depth knowledge of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment
Ability to operate independently with respect to most job responsibilities
Ability to provide positive and constructive feedback and innovate processes
At least 4 years' relevant experience would generally be expected to find the skills required for this role.
Systems
High proficiency in MS Excel, MS Visio, MS PowerPoint
Good expertise in Data Analytics tools like Alteryx & Data Visualization tools like Tableau and Power BI
Good to have knowledge of Axiom v10, Signavio, UIPath
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.
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 working as a Functional Business Analyst on technology implementations (regulatory reporting/capital/product control)
- Proven experience in automation and digital tooling projects and understanding of automation technologies
- Experience managing a team working on diverse requirements across project squads
- Experience managing projects and strong understanding of project management methodologies
- Functional understanding of EMEA/US Regulatory Reporting, CCAR/DFAST/Dodd Frank, LCR or similar capital reporting
- Ability to capture and document requirements as user stories, define acceptance criteria, and obtain end-user sign off
- UAT/test strategy planning, creating test scenarios/cases/test data, managing test cycles and defect resolution
- Strong data analysis, data reconciliation, gap and root-cause analysis skills
- Excellent written and verbal communication, stakeholder management and cross-functional collaboration skills
- Adherence to risk and regulatory standards and ability to drive process improvements for reduced time-to-market
- At least 4 years' relevant experience
- Master's degree in technology, Accounting, or MBA from leading institution
- Consulting/Business Analysis experience in FP&A, Treasury, Product Control or Regulatory Reporting at a top-tier global bank
- High proficiency in MS Excel, MS Visio, MS PowerPoint
- Good expertise in Alteryx and data visualization tools like Tableau or Power BI
- Knowledge of Axiom v10, Signavio, UIPath
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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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.
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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.
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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
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.









