Vice President, Lead Business Analysis

Morgan Stanley; New York (NY); Hybrid; USD 205,000 - 210,000; Full time

Job summary

Morgan Stanley is seeking a Vice President, Lead Business Analysis in New York, NY to apply advanced data analysis to regulatory datasets, build SQL scripts, and collaborate with Technology, QA, Product and Operations to ensure accurate, compliant reporting.

You will drive end-to-end UAT, document BRDs and specs, maintain data lineage, and support regulatory reviews, with telecommuting up to two days per week.

Qualifications

• Master’s degree required in Finance, Accounting, Statistics, or related field.
• Three years of experience in data or business analysis.
• Experience with SQL, data modeling, and regulatory reporting.
• Agile experience and ability to document BRDs.

Responsibilities

• Analyze regulatory datasets and ensure accuracy and compliance.
• Develop SQL scripts and queries to streamline data reporting.
• Collaborate with Tech, QA, Product, Ops to translate requirements.
• Lead UAT and drive end-to-end testing and sign-off.
• Maintain BRDs, specs, data lineage, and audit evidence.

Skills

SQL

Data analysis

BRD & specs

Agile

Regulatory reporting

BI tools

ETL

Data modelling

UAT

Documentation

Education

Master’s degree in Finance/Accounting/Statistics

Tools

Business Objects

Tableau

Spotfire

Cognos

Informatica

Job description

Company Profile:

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment, and wealth management services. The Firm's employees serve clients worldwide, including corporations, governments, and individuals from more than 1,200 offices in 43 countries.

In Technology, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities.

What you’ll do in the role:

Morgan Stanley Services Group, Inc. is seeking a Vice President, Lead Business Analysis in New York, New York to utilize advanced data analysis techniques to assess, validate, and interpret regulatory and compliance-related datasets, ensuring accuracy, completeness, and adherence to reporting standards. Develop and optimize SQL-based analytical scripts and queries to streamline data collection, validation, and reporting processes, reducing manual effort and improving efficiency. Collaborate with cross-functional teams (Technology, QA, Product, Operations) to gather, analyze, and interpret regulatory inquiries and evolving compliance requirements. Conduct in-depth data investigations to identify anomalies, trends, data gaps, and potential compliance issues; partner with stakeholders on root-cause analysis and remediation plans. Create and maintain comprehensive documentation including business requirements documents (BRDs), functional specifications, source-to-target mappings, test plans, and compliance artifacts. Work closely with technology and development teams to implement data enhancements, logic changes, and control improvements while ensuring compliance standards are met. Elicit, analyze, and document business requirements using Agile methodologies, including user stories, acceptance criteria, and supporting screen mock-ups. Perform data gap analysis across source systems and downstream platforms; coordinate with cross-functional teams to bridge gaps through data transformation and enrichment. Act as a liaison between business stakeholders and development teams to ensure products are developed according to approved specifications and regulatory expectations. Conduct Behavior-Driven Development (BDD) validations and lead end-to-end User Acceptance Testing (UAT) including test planning, execution, defect tracking, and business sign-off. Manage project-level execution plans, track milestones and dependencies, and proactively escalateg? support audit readiness and regulatory reviews by ensuring data lineage, traceability, and testing evidence are well-documented and up to date. Telecommuting permitted up to 2 days per week.

What you’ll bring to the role:

• Requires a Master’s degree in Finance, Accounting, Statistics, or a related field of study
• Requires three (3) years of experience in the position offered or three (3) years as a Data Analyst, Business Analyst, or a closely related occupation
• Requires three (3) years of experience with the following skills:
  • Business Analysis and requirements gathering;
  • End to End process modelling;
  • Data Analysis and Querying using SQL;
  • Data modelling;
  • Systems integration analysis;
  • Reporting and metric design for management information;
  • Change Management and Client Enablement;
  • Financial Services in front office trading applications;
  • Compliance technology domain;
  • Regulatory Reporting;
  • Agile;
  • Relational Database Management System (RDBMS) concepts including snow schema, star schema, Hadoop, Oracle, and SQL Server;
  • Business Intelligence (BI) analytics tooling including Business Objects, Tableau, Spotfire, and Cognos;
  • ETL concepts and tools including Informatica; and
  • end‑to‑end project implementation from inception to delivery.

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 $205,000 and $210,000 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.