Business Analytics Manager

474 MS Services Group, Inc.; Dallas (TX); Remote; USD 76,000 - 109,000; Full time

Job summary

Morgan Stanley seeks a Business Information Analytics Manager in Dallas to oversee and transform financial analytics delivery for front office partners. You will drive efficiency, partner with BIA Leadership, and lead AI-driven initiatives across reporting, modeling, and presentations.

The role emphasizes strong finance acumen, client focus, and advanced Excel/PowerPoint skills, with remote start and eventual in-office work at Dallas, TX.

Qualifications

• Experience in multi-sector information research or related financial services role
• Strong business/finance/accounting acumen
• Client-focused with ability to manage priorities and expectations
• Excellent oral and written communication skills
• Proficiency with Microsoft Office, advanced Excel and PowerPoint, and AI automation tools

Responsibilities

• Provide operational oversight of team utilization and forecast capacity
• Implement strategic evolution roadmap for Analyst workflows using AI platforms
• Partner with Research teams to develop scalable work products using AI and automation tools
• Support analytics initiatives and business development opportunities
• Expand and enhance current books of work (Pitchbook/Presentations, Financial Modeling/Valuation, Dashboards)
• Measure service effectiveness and report efficiencies to leadership
• Identify opportunities for data gathering and synthesis from clients
• Serve as SME and drive improvements

Skills

Financial analytics

Project management

Client relationship management

Communication skills

Excel and PowerPoint

Tools

UIPath

Python

GPT

Claude

Job description

We're seeking someone to join our team as a Business Information Analytics Manager to oversee and transform the delivery of financial analytics work products to front office business partners, focused on investment bankers. As part of this role, you will partner closely with BIA Leadership to lead service delivery, optimize workflow & reporting, and drive efficiencies and innovation throughout the delivery cycle. In the Corporate Services division, we empower our businesses by creating collaborative workplace solutions and commercial services that enhance the employee and client experience, while optimizing the value of our sourcing and third-party lifecycle to enable the Firm to do‑and‑win business. 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:

• Provide operational oversight of team utilization, ensuring efficient distribution of work, preventing backlogs and forecasting capacity based on ongoing projects and anticipated demand
• Implement strategic evolution roadmap for supporting Analyst workflows by incorporating AI platforms and building agents/tools to transform delivery of business-ready products such as profiles, sector overview slides, newsletters etc.
• Partner with Research teams and internal stakeholders to ideate and develop scalable new work products using AI-based platforms and automation tools such as UIPath, Python, GPT, Claude, etc.
• Support BIA Leadership to determine Analytics initiatives and business development opportunities
• Expand and enhance current books of work, including Pitchbook/Presentations Integration, Financial Modeling/Valuation, Dashboards, etc.
• Measure the effectiveness of the service, developing key metrics and performance indicators, and report regularly to BIA Leadership and business partners on efficiencies gained and areas for continued growth
• Identify and leverage opportunities for BIA to support information gathering and synthesis from new and existing clients.
• Serve as a subject matter expert for your functional area, proposing and implementing improvements/changes

What you'll bring to the role:

• Relevant experience in a multi-sector information research, specialized sector research role or relatable experience in financial services.
• Strong business/Finance/accounting acumen, understanding of financial modeling, ratios etc.
• Client-focused with ability to anticipate needs, address clients' expectations, effectively manage priorities and cooperate to achieve objectives.
• Strong oral and written communication skills, able to synthesize large volumes of information and clearly articulate complex ideas.
• Technical know-how in Microsoft Office Suite, specifically advanced skills in Excel and PowerPoint, as well as AI-based platforms and automation tools such as UIPath, Python, GPT, Claude, etc.
• Enthusiasm, aptitude, and organizational skills, with a willingness to learn.

The position’s work location will be 1445 Ross Ave, Dallas, TX 75202 at a future date. The role may begin remotely until the office location becomes available.

In-Person interviews will be required for the role.

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 $76,000 and $109,000 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.

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.