Finance Data Warehouse (BA), Director/ Associate, Portfolio & Change Manage at Morgan Stanley

Mumbai, maharashtra, India -

Full Time

Start Date

Immediate

Expiry Date

27 Mar, 26

Salary

0.0

Posted On

27 Dec, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Business Analysis, Data Warehouse, Financial Products, Data Quality Control, Agile, Data Visualization, Power BI, Data Analysis, Problem Solving, Documentation, Stakeholder Management, Team Leadership, Communication, Regulatory Compliance, Project Management, Financial Services

Industry

Financial Services

Description

We’re seeking someone with more than 3 to 7+ years of relevant experience to join our Centralized Management Projects team as a lead business analyst (Director/ Associate) in Finance Division. 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/ Associate level position within the Portfolio & Change Management team. The Finance Centralised Management project team is responsible for managing a considerable percentage of Finance’s technology spend, helping to deliver across a portfolio of projects including, Finance Data Warehouse, Regulatory Capital, Leverage and Reporting, Financial Accounting and General Ledger renovation. The team is also front and centre of the technology architecture discussions. The team supports Global and local regulatory driven initiatives across Financial and Capital Reporting including Basel 3, Capital Calculators, FED, SEC, PRA & EBA reporting initiatives as well firm level initiatives for better data souring & data quality. Role requires candidate to manage a stream of finance data warehouse projects by 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 lead a team of Business Analysts/ Testing Team supporting Project implementation and manage stakeholders providing timely Project updates. 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: Business analysis in Finance Data Warehouse BAU reporting models working on analysis of new data tables, refactoring datamarts and maintaining existing Power BI dashboards Detailed analysis of financial products (Loans, Derivatives, SFTs etc.) for identification of KDEs on data model view. Manage implementations from analysis to testing to deployment to post-production checkout, plan, write and execute test cases & scripts for functional and regression testing and maintain user documentation. Conduct business analysis reviews to validate that system changes comply with regulatory requirements. Liaison with stakeholders and IT colleagues to identify new requirements, create user stories and track prioritization and remediation. Develop collaborative relationships with a squad working across different departments and regions. Take part in Squad/Fleet Agile ceremonies providing updates and reporting for Clients and Senior Management. Communicate and escalate to line management as appropriate. Adhere to the Firm’s risk and regulatory standards, policies and controls Manage a team of junior business analysts; set objectives, coach, and create a culture of accountability and continuous improvement. Act as a culture carrier; embody the Firm's values and hold yourself accountable to Firm standards What you'll bring to the role: Proven subject matter expertise in financial services, Investment Banks or similar institutions. Experience in any of Capital Reporting, Basel III/Basel IV requirements for Capital Adequacy, Capital Ratio Calculations, BCBS239 Compliance, or Regulatory Reporting Projects for US/EMEA region. Strong understanding of Trade Life Cycle across Asset Classes with good hands-on knowledge of financial products like Derivatives, Loans, Fixed income, SFTs. Good knowledge of any of Data Quality Control and Governance, Business Process Modelling, Data lineage, process improvement is desirable Strong data analysis and problem-solving skills required to perform data quality gap analysis, root cause issue analysis, and data reconciliations Highly numerate with an attention to detail and accuracy, coupled with strong analytical and documentation skills. Experience of data modelling and investigation with the ability to identify issues, develop and implement practical solutions. Excellent communication skills (both oral and written) and ability to liaise with colleagues/clients of all levels. Self-motivated with the ability to work consistently and efficiently to achieve goals either as an individual or as part of a team. Proficiency in data visualization tools like Power BI and Microsoft Office tools (Excel, Visio and Teams). Experience of investigating, summarising and presenting results in a meaningful format to Stakeholders and Senior Management. Desired Skills SDLC, Agile experience within a squad/fleet Proficient with traditional project management approaches. Proficient with knowledge of finance products like Derivatives, debt, equity Proficient in data visualization tools like PowerBI Hands-on experience with Alteryx workflows. High proficiency in MS Excel, ability to analyse large datasets Strong co-ordination/ organisation skills The following personal attributes are important for this role: Accountable Self-motivated with a continuous improvement mindset Well organised Excellent analytical skills Strong verbal and written communication skills 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 opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

Responsibilities

The role involves managing finance data warehouse projects, documenting requirements, and leading a team of business analysts. The candidate will also liaise with stakeholders and ensure compliance with regulatory requirements.