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Morgan StanleyPosted 4d ago
Business Analyst, Finance Automation – Data Design at Morgan Stanley scores 15 out of 100 on AI centrality, which makes it AI Level 1 of 4 (Little AI) on this board. The level measures how much of the work is AI, not seniority.
AI in this role
Business Analyst, Finance Automation – Data Design
We’re seeking someone to join our team as a Business Analyst, Finance Automation – Data Design to transform Finance data capabilities by designing scalable data solutions, enabling modern analytics, and driving migration to next-generation platforms such as Snowflake.
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.
Since 1935, Morgan Stanley is known as a global leader in financial services, continuously 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:
- Data Design & Data Modelling: Translate business needs into clear data requirements and scalable data models. Design efficient data flows, mappings, and structures that enable high-quality Finance reporting and analytics. Define data standards, lineage, and reusable frameworks.
- Data Platform Transformation (Snowflake Migration): Play a key role in migrating Finance data to a modern Snowflake platform. Partner with data and technology teams to shape pipelines and transformation logic while ensuring data quality, consistency, and long-term usability
- Analytics & AI Enablement (Cortex/AI Advantage): Unlock advanced analytics by improving data accessibility and structure. Support adoption of AI-driven insights and modern data exploration capabilities (e.g. Cortex/GenAI), helping Finance move toward data-driven decision-making.
- Business Analysis & Stakeholder Collaboration: Engage with stakeholders to gather and refine business and data requirements. Act as a trusted link between Finance, Data, and Technology, translating complex needs into practical solutions and clear recommendations.
- Data Quality, Governance & Controls: Drive strong data quality and governance practices. Address data issues, define ownership and standards, and support regulatory and reporting requirements through structured, reliable data design.
- Process Optimization & Automation: Identify opportunities to simplify and automate processes. Support implementation of efficient workflows and continuously improve how Finance teams' access and use data.
What you’ll bring to the role:
- At least 5 years of relevant experience
- Experience in Business Analysis within data, reporting, or Finance environments
- Ability to translate business requirements into data designs and technical specifications
- Strong analytical skills with hands-on experience in SQL, Python, Excel, or BI tools (e.g. Power BI)
- Understanding of data modelling, data structures, and data lifecycle management
- Experience working in cross-functional teams (business and technology)
- Exposure to cloud data platforms (Snowflake preferred)
- Familiarity with data governance, data quality, or regulatory reporting frameworks
- Strong communication skills and ability to explain complex data topics clearly
- Advantage: Experience with AI-enabled tools, analytics platforms, or Cortex capabilities
What you can expect from the role
- Opportunity to contribute to a large-scale Finance data transformation (Snowflake migration)
- Exposure to modern data, automation, and AI-driven analytics capabilities
- Collaborative work with EMEA and global stakeholders
- A supportive environment focused on learning, growth, and innovation
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.
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