Business Analyst - Business Process Optimization

Morgan Stanley • Alpharetta, GA

1d

About The Position

In the Technology division, 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. This is a Technology Admin Office III position at the Director Level, which is part of the job family responsible for managing administrative tasks related to technology infrastructure and services, ensuring smooth operations and support for the organization's technology needs.
Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.
Interested in joining a team that’s eager to create, innovate and make an impact on the world? Read on.
As a member of the Tech COO Capital Expense management team, you will collaborate with technical leads and business managers to offer subject matter expertise, advise on best practices, implement governance policies, and provide general support in execution of capital funding requests covering fixed bid labor, hardware, software, and outsource agreements.
The responsibility for the role includes leveraging data, and AI-enabled tools to drive process efficiencies, automation, and measurable business outcomes, focusing on identifying process gaps, applying analytical rigor, and implementing technology driven solutions to simplify operations and improve performance. In addition, this role will be expected to coordinate, provide status and execute transactions for all phases of the funding and approval process for capital requests in Wealth Management Technology primarily but supporting other divisions as well.
You will be an integral part of the team, to lead or support process simplification and automation initiatives across Tech COO domains, including workflow automation and reporting optimization. You will also be helping to respond efficiently and effectively to client requirements. This role requires superior relationship management skills to build and maintain solid engagement with key internal and external stakeholders such as the Sourcing organization, Finance, Operational Risk & Control and vendors. You will be required to understand and manage analytics such as weekly metrics, spend projections, cash vs fiscal impacts, and multiyear plans, etc.
Your financial and business management expertise will be combined with Morgan Stanley’s specific technology funding mechanisms and will require intensive communications with global senior stakeholders to support their decision making.
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.

Requirements

• At least 5 years of experience of financial analysis, operations, or IT business management related experience
• Proficiency with Microsoft Office suite, particularly with Excel
• Strong written and verbal communications skills; fluency in English
• Strong analytical and problem-solving skills
• Proven time management skills—ability to multitask
• Strong collaborative skills—a team player
• Initiative—self-starter who can work with a high degree of autonomy

Nice To Haves

• Proven track record in process improvement, operational efficiency, or digital transformation initiatives
• Practical exposure to AI / GenAI including Agentic tools used for productivity, analysis, automation, or decision support

Responsibilities

• Collaborate with technical leads and business managers to offer subject matter expertise, advise on best practices, implement governance policies, and provide general support in execution of capital funding requests covering fixed bid labor, hardware, software, and outsource agreements.
• Leverage data, and AI-enabled tools to drive process efficiencies, automation, and measurable business outcomes, focusing on identifying process gaps, applying analytical rigor, and implementing technology driven solutions to simplify operations and improve performance.
• Coordinate, provide status and execute transactions for all phases of the funding and approval process for capital requests in Wealth Management Technology primarily but supporting other divisions as well.
• Lead or support process simplification and automation initiatives across Tech COO domains, including workflow automation and reporting optimization.
• Respond efficiently and effectively to client requirements.
• Build and maintain solid engagement with key internal and external stakeholders such as the Sourcing organization, Finance, Operational Risk & Control and vendors.
• Understand and manage analytics such as weekly metrics, spend projections, cash vs fiscal impacts, and multiyear plans, etc.
• Communicate with global senior stakeholders to support their decision making.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed