Director - Business Analysis- Consulting Insourcing Strategy (Technology Management)

Division Profile
The Wealth Management Platforms organization manages digital platforms and experiences across the Advisor, Workplace and Direct channels, ensuring that our capabilities lead the industry and are delivered and integrated seamlessly.
Position Summary
The PMES Chief of Staff Business Analyst will be responsible for a variety of functions that support the PMES Chief of Staff across various disciplines. The PMES Chief of Staff Business Analyst will report to the PMES Chief of Staff. Assisting the PMES Chief of Staff will be key to in achieving senior leadership's vision of building platforms that stand out from our competitors while making the day-to-day activities of field users efficient and supportive. The PMES Chief of Staff Business Analyst will be responsible for driving senior level reporting and providing presentation and meeting support. Key Responsibilities
-Assisting with all levels of reporting and presentation including creating and preparing templates, drafting slides, populating templates, consolidating from existing materials, reconciling between multiple documents
-Providing meeting support including meeting se-tup, meeting notes (for overlapping hours), and preparing draft/tentative agendas ahead of upcoming meetings
-Providing general support including maintaining key trackers, driving items to completion, and highlighting items that require attention
-Performing data reconciliation, specifically for the budget process

Experience
-Bachelor's degree in finance, economics, or related field, or an equivalent combination of training and experience required
-Minimum 3-5 years of experience in Wealth Management operations or related roles in the financial services industry
-Partnering/working with stakeholders across different areas

Skills Required
-Work independently and with a team, possessing strong sense of accountability and relationship-building
-Ability to think laterally and convey big-picture understanding; identify risks, trends, and remediations, including when working with technology and business stakeholders
-Superior active listening, research/investigative, communication (verbal and written) and presentation skills; being able to tailor such skills for different audiences
-Strong attention to detail
-Strong organizational and analytical skills
-Strong people and process management skills
-Proficient with Microsoft Office Suite (Word, Excel and PowerPoint)

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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.

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.