Project Management Director Portfolio And Change Management

Morgan Stanley; Mumbai; On-site; INR 4,000,000 - 7,000,000; Full time

Job summary

Morgan Stanley is seeking a Director-level Project Management professional to lead external financial, regulatory and capital reporting initiatives for US and EMEA regions. The role partners with Finance and IT across dispersed teams to deliver high-visibility projects with strong governance.

The ideal candidate brings deep FP&A/regulatory reporting experience, automation know-how, and a proven ability to manage matrix teams while driving process improvements in a dynamic, high-pressure

Qualifications

• Master’s degree in technology, Accounting, MBA preferred from leading institutions.
• Consulting/BA experience in FP&A, Treasury, Product Control or Regulatory Reporting with top-tier banks.
• Experience as Functional Business Analyst in technology implementations for regulatory/finance projects.
• Proven automation and digital tooling project experience.
• Experience leading a diverse matrix team and managing projects.
• Understanding of EMEA/US Regulatory Reporting, CCAR/DFAST, Basel, LCR or related reporting.
• Ability to drive process improvements and time-to-market efficiencies.
• Excellent communication and stakeholder management skills.
• Minimum 4 years of relevant experience.

Responsibilities

• Capture and document requirements as user stories, define acceptance criteria, and liaise with end users for sign-off.
• Coordinate with technology counterparts across SDLC for functional enhancements and bug fixes.
• Lead testing activities including UAT, test cycles, and regression testing.
• Drive automation initiatives and digital tooling within finance regulatory programs.
• Manage a team across diverse requirements and project squads.
• Provide regular updates to stakeholders with clear issue escalation and risk management.

Skills

Analytical mindset

Excellent communication

Stakeholder management

Team leadership

Cross-functional collaboration

Education

Master’s degree in technology

MBA preferred

Accounting background

Tools

MS Excel

MS Visio

MS PowerPoint

Alteryx

Tableau

Power BI

Axiom v10

Signavio

UIPath

Job description

Job Description:

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.

Requirements: