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…

What you'll do in the role:

• 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.

What you'll bring to the role:

• 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.

Stand out if you have:

• 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.

At Morgan Stanley Montreal, we support the Firm’s global businesses and infrastructure with cutting edge technology and innovation. The multi-faceted and highly technical Montreal team plays a critical role in building and maintaining our leading technology platform, including electronic trading, algorithm trading, data analytics, cloud engineering, cybersecurity and digital technologies. Morgan Stanley has been rooted in the Montreal community since 2008 and is considered a leading employer among the area’s highly skilled technology talent.

All our positions are located in Montreal, Quebec. We offer a hybrid work environment, combining remote work and attendance in the office.

Knowledge of French and English is required.

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 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.