Business Information Analytics Manager

Morgan Stanley; Dallas (TX); On-site; USD 98,000 - 137,000; Full time

Job summary

Morgan Stanley seeks a Business Information Analytics Manager to lead delivery of financial analytics to front office partners, focusing on investment bankers. You will oversee workflows, leverage AI/automation, and partner with BIA leadership to drive efficiency and innovation across projects.

You will work in Corporate Services, enabling enhanced client and employee experiences while delivering insightful dashboards and financial models. Base pay ranges from $98,000 to $137,000 plus incentives.

Qualifications

• Relevant experience in multi-sector information research or relatable experience in financial services.
• Strong business/Finance/accounting acumen, understanding of financial modeling, ratios etc.
• Client-focused with ability to anticipate needs and manage priorities.

Responsibilities

• Provide operational oversight of team utilization, ensuring efficient distribution of work.
• Implement strategic evolution roadmap for Analyst workflows with AI platforms and automation tools.
• Partner with Research teams to ideate and develop scalable new work products using AI platforms and automation tools such as UIPath, Python, GPT, Claude, etc.
• Support Leadership to determine Analytics initiatives and business development opportunities.
• Expand and enhance current books of work, including Pitchbook/Presentations Integration, Financial Modeling/Valuation, Dashboards.
• Measure the effectiveness of the service with key metrics and report to Leadership and partners.
• Identify opportunities for information gathering and synthesis from clients.
• Serve as a subject matter expert and propose improvements.

Skills

Finance acumen

Client focus

Communication skills

Excel

PowerPoint

AI platforms

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.

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 $98,000 and $137,000 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.