Vice President, Lead Business Analysis

Posted Yesterday
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New York, NY, USA
In-Office
205K-210K Annually
Mid level
Fintech • Financial Services
The Role
Leads business and data analysis for regulatory and compliance technology. Responsibilities include SQL-based data investigation, requirements gathering, data modeling, gap analysis, regulatory reporting, documentation, stakeholder liaison, BDD validation, UAT leadership, project execution, risk escalation, and audit readiness. The role partners with technology, QA, product, operations, and compliance teams to improve data quality, traceability, controls, and reporting processes.
Summary Generated by Built In

Company Profile:


Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment, and wealth management services. The Firm's employees serve clients worldwide, including corporations, governments, and individuals from more than 1,200 offices in 43 countries.

 

In Technology, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. 


What you’ll do in the role:

 

Morgan Stanley Services Group, Inc. is seeking a Vice President, Lead Business Analysis in New York, New York to utilize advanced data analysis techniques to assess, validate, and interpret regulatory and compliance-related datasets, ensuring accuracy, completeness, and adherence to reporting standards. Develop and optimize SQL-based analytical scripts and queries to streamline data collection, validation, and reporting processes, reducing manual effort and improving efficiency. Collaborate with cross-functional teams (Technology, QA, Product, Operations) to gather, analyze, and interpret regulatory inquiries and evolving compliance requirements. Conduct in-depth data investigations to identify anomalies, trends, data gaps, and potential compliance issues; partner with stakeholders on root-cause analysis and remediation plans. Create and maintain comprehensive documentation including business requirements documents (BRDs), functional specifications, source-to-target mappings, test plans, and compliance artifacts. Work closely with technology and development teams to implement data enhancements, logic changes, and control improvements while ensuring compliance standards are met. Elicit, analyze, and document business requirements using Agile methodologies, including user stories, acceptance criteria, and supporting screen mock-ups. Perform data gap analysis across source systems and downstream platforms; coordinate with cross-functional teams to bridge gaps through data transformation and enrichment. Act as a liaison between business stakeholders and development teams to ensure products are developed according to approved specifications and regulatory expectations. Conduct Behavior-Driven Development (BDD) validations and lead end-to-end User Acceptance Testing (UAT) including test planning, execution, defect tracking, and business sign-off. Manage project-level execution plans, track milestones and dependencies, and proactively escalate risks or delivery delays to program leadership. Support audit readiness and regulatory reviews by ensuring data lineage, traceability, and testing evidence are well-documented and up to date. Telecommuting permitted up to 2 days per week.



What you’ll bring to the role:

-Requires a Master’s degree in Finance, Accounting, Statistics, or a related field of study

-Requires three (3) years of experience in the position offered or three (3) years as a Data Analyst, Business Analyst, or a closely related occupation

- Requires three (3) years of experience with the following skills:

·        Business Analysis and requirements gathering;

·        End to End process modelling;

·        Data Analysis and Querying using SQL;

·        Data modelling;

·        Systems integration analysis;

·        Reporting and metric design for management information;

·        Change Management and Client Enablement;

·        Financial Services in front office trading applications;

·        Compliance technology domain;

·        Regulatory Reporting;

·        Agile;

·        Relational Database Management System (RDBMS) concepts including snow schema, star schema, Hadoop, Oracle, and SQL Server;

·        Business Intelligence (BI)  analytics tooling including Business Objects, Tableau, Spotfire, and Cognos;

·        ETL concepts and tools including Informatica; and

end-to-end project implementation from inception to delivery.

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 $205,000 and $210,000 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

  • Master's degree in Finance, Accounting, Statistics, or a related field
  • Three years of experience in the position offered, or as a Data Analyst, Business Analyst, or closely related occupation
  • Three years of experience with business analysis and requirements gathering
  • Three years of experience with end-to-end process modeling
  • Three years of experience with data analysis and querying using SQL
  • Three years of experience with data modeling
  • Three years of experience with systems integration analysis
  • Three years of experience with reporting and metric design for management information
  • Three years of experience with change management and client enablement
  • Three years of experience with financial services front-office trading applications
  • Three years of experience in the compliance technology domain
  • Three years of experience with regulatory reporting
  • Three years of experience with Agile methodologies
  • Three years of experience with RDBMS concepts, including snowflake schema, star schema, Hadoop, Oracle, and SQL Server
  • Three years of experience with BI analytics tools, including Business Objects, Tableau, Spotfire, and Cognos
  • Three years of experience with ETL concepts and tools, including Informatica
  • Three years of experience with end-to-end project implementation from inception to delivery

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.

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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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