Finance Data Sourcing AVP/Director

96 Morgan Stanley UK Ltd; Glasgow; On-site; GBP 95,000 - 130,000; Full time

Benefits offered by this job

Flexible working

Global exposure

Job summary

Morgan Stanley is seeking a Finance Data Sourcing AVP/Director in Glasgow to lead data sourcing, governance, and data quality initiatives within the Finance Data team. The role partners with Technology and Finance to implement sourcing platforms and ensure data is fit for purpose across the Finance division.

The successful candidate will drive data lineage, governance artefacts, and executive updates, while mentoring junior team members and influencing across multiple Finance functions.

Qualifications

• Experience in data sourcing and governance in Financial Services.
• Strong stakeholder management and senior engagement skills.
• Proven ability to lead data governance programs and data lineage initiatives.
• Advanced analytical and problem-solving capabilities.
• Excellent communication and presentation skills.

Responsibilities

• Lead data sourcing and governance initiatives aligned to BCBS 239.
• Define and validate authoritative data sources and data lineage.
• Partner with Technology and Finance to deliver sourcing platforms.
• Drive data quality governance and remediation strategies.
• Oversee data issue root cause analysis and governance artefacts.
• Lead and mentor junior team members and prepare executive materials.

Skills

Data governance

Data sourcing

Stakeholder mgmt

Leadership

Project management

Analytical skills

Communication

Excel

PowerPoint

Agile

Education

Accounting / Finance

Tools

Alteryx

PowerBI

SQL

RALLY

Job description

Finance Data Sourcing AVP/Director JR037590 Glasgow The Finance Data team

The Finance Data team owns the Data Quality Governance framework for the Finance Division. The team promotes best practices for data management with a focus on data quality. The team has global coverage and interacts with members across all areas of the Firm, including Finance, Operations, Institutional Securities, Firm Risk, Wealth Management, Technology, and external stakeholders. This is a Director level position within our Data Management Job Family which is responsible for supporting data management across Finance including data sourcing, execution of data quality controls, data issues management & data governance. The Finance Data Sourcing and Lineage team is responsible for managing the authoritative sourcing of data into the Finance Data Warehouse (FDW) from data authorities and enabling the adoption of FDW data by Finance in line with Global Data Quality Policy and BCBS 239. The Firmwide principles establish and communicate best practices to effectively manage data, to assess the impact of data challenges, and to prioritize the remediation of issues related to data across the Firm. The aim is to source and catalogue complete and accurate data from authoritative sources ensuring the data is 'fit for purpose'. Given the heightened focus on adequate data quality governance, this is a growing team in the Glasgow office and presents a great opportunity to help shape the function going forward and gain exposure to a wide range of functions, products, and management across Morgan Stanley. This is a Director level position within our Data Management Job Family which is responsible for supporting data management across Finance including data sourcing, execution of data quality controls, data issues management & data governance. 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 Data Management job family. 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:

• 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
• Lead data sourcing and governance initiatives aligned to BCBS 239
• Define and validate authoritative data sources and data lineage
• Partner with Technology and Finance to deliver sourcing platforms
• Drive data quality governance and remediation strategies
• Engage senior stakeholders across Finance functions
• Oversee data issue root cause analysis
• Support development of governance artefacts including data dictionaries and controls
• Lead and mentor junior team members
• Contribute to the preparation of executive-level materials and updates

What you'll bring to the role:

• 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
• Experience in data sourcing and governance in Financial Services
• Strong stakeholder management and senior engagement skills
• Advanced analytical and problem-solving capabilities
• Proven project management experience
• Good understanding of financial products and data domains
• Knowledge of data governance frameworks and controls
• Excellent communication and presentation skills
• Strong leadership and organizational capability
• Advanced Excel and PowerPoint skills
• Accounting / Finance background desirable
• Agile and tooling experience (e.g. Alteryx, PowerBI, SQL, RALLY) desirable
• At least 4 years' relevant experience would generally be expected to find the skills required for this role

What You Can Expect From MORGAN STANLEY:

• 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.

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.

At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society.