Assoc, P2, Portfolio & Change Management : Job Level - Associate
We’re seeking someone to join our team as a hands-on Business Analyst to join our Capital Planning Transformation team.
This role partners closely with Capital Planning subject matter experts, Finance and Risk stakeholders, and Technology to deliver measurable process and tooling improvements across internal and regulatory initiatives (including CCAR).The role supports the design, development, testing, and deployment of automation solutions that reduce manual effort, improve data accuracy, and enhance reporting efficiency across Finance platforms.
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:
Support identification of manual, repetitive Finance processes suitable for automation.
Assist in designing automated workflows using tools such as Alteryx, Power Automate, VBA, or Python.
Build, test, and maintain automation scripts and process flows under guidance.
Document automated processes, logic, and exception handling.
Prepare, cleanse, and transform Finance data used in automated processes.
Support automated data refreshes for reports and dashboards (Excel, Power BI, TM1).
Validate outputs of automated solutions to ensure data accuracy and completeness.
Assist with basic SQL queries and data extracts.
Capture and document clearly defined business requirements for automation use cases.
Translate requirements into functional process steps for automation developers.
Support user testing (UAT) and defect resolution.
Maintain solution documentation and change logs.
Assist in mapping current-state (as-is) and automated (to-be) Finance processes.
Identify opportunities to simplify, standardize, and digitize workflows.
Collaborate with Finance users, senior analysts, and automation teams.
What you'll bring to the role:
Beginner to intermediate experience with automation tools (VBA, Alteryx, Power
Automate, Python).
Strong Excel skills; exposure to Power BI or BI tools preferred.
Basic understanding of Finance processes and data structures.
Strong attention to detail and documentation skills.
Bachelor’s degree in Finance, Business, Data, IT, or related field.
Early-career experience or internships in Finance, analytics, or automation.
Demonstrated interest in digital finance and process automation.
#LI-KP1 #BPACC #LI-hybrid
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.
