Business Information Analytics Manager - Business Information Services - Director (Hybrid)

Morgan Stanley•Montreal, QC

8d•Hybrid

About The Position

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. This is a Director level position within Business Information Services, which specializes in providing and maintaining business information services for the Firm, including front-office research and analytics, data product management, management of data services, data storage, and conducting research related projects. 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. Interested in joining a team that’s eager to create, innovate and make an impact on the world? Read on…

Requirements

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.
Enthusiasm, aptitude, and organizational skills, with a willingness to learn.
Knowledge of French and English is required.

Nice To Haves

Experience of VBA, UIPATH, Power Automate, Python or other automation tools.
Experience of using AI-based platforms to drive efficiencies in workflows at scale.
Hands-on experience of using Microsoft Power Apps, Power Automate, Copilot Studio, GPT, SharePoint Online, AI Builder, and enterprise integrations such as SAP, SQL, and REST APIs to transform information workflows.

Responsibilities

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.