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 Principal Business Analysis position at the Vice President level, which is part of the job family responsible for analyzing business processes, identifying needs, and establishing requirements to enhance efficiency and productivity through a blend of business acumen and analytical skills.
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.
Morgan Stanley Investment Management Technology (IMIT) strives to provide a technology platform that helps the business deliver outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.
The Vice President will lead the strategic and operational direction of a cross-functional technology platform supporting Front Office, CFO operations, and portfolio management functions across Private Credit and Private Equity strategies. This role requires deep understanding of private markets and a strong ability to bridge business needs with enterprise technology, data, and AI capabilities. The VP will partner with investment professionals, operating teams, and external vendors to ensure the platform scales with business growth, drives operational efficiency, and delivers exceptional service to internal and external stakeholders. This role demands strong work ethic and ability to handle multiple priorities. It is very important that candidate is self-motivated and can lead the team.
What you’ll do in the role:
Stakeholder Engagement: Serve as a trusted technology partner to senior leaders and investment team members across North America based Private Credit and Private Equity strategies, located in multiple cities throughout the US Aggregate, refine, and prioritize business requirements to ensure platform capabilities evolve with investment team needs Help build awareness of technical solutions and drive adoption as needed Translate technical concepts for non-technical audiences.
Platform Strategy & Evolution: Help define and execute a forward-looking technology strategy aligned with each Private Credit and Equity team's business objectives. Oversee platform modernization and integration of vendor and proprietary tools, including eFront, IVP, Cobalt, Salesforce, DealCloud, Snowflake, and custom-built solutions. Evaluate emerging technologies to enhance scalability, efficiency, and user experience. Champion the use of advanced analytics and data strategies to support investment decision-making and market insights. Lead initiatives around automation, data governance, and analytics enablement.
Cross-Functional Coordination: Act as the connective tissue between Private Credit & Equity (PC&E) teams, and enterprise technology, data, and AI teams. Ensure architectural alignment, data ingestion consistency, and seamless vendor integration across the ecosystem.
Program and Change Management: Collaborate with program and delivery management teams to ensure timely execution of key initiatives. Drive change management efforts to support adoption and continuous improvement.
Governance & Controls:Partner with compliance and finance teams to implement robust data governance frameworks, audit trails, and regulatory reporting capabilities.
Build and foster relationships with Senior Management within Front Office, CFO operations, and portfolio management functions across Private Credit and Private Equity strategies to satisfy business opportunities or help resolve business challenges.
Take on project related tasks for example new features to existing platforms or decommission applications.
Apply knowledge experience for onboarding new applications, coordinate with multiple parties to gain necessary IT Security approvals.
Integrate Vendor applications into the MS Environment and build Vendor domain related knowledge to assist Investment Teams with questions, issues and support.
Effectively collaborate with Investment teams to understand new requirements, analyze them and apply new technologies to implement optimal solutions.
What you’ll bring to the role:
Minimum 8 years of Tech Lead / Business Analyst / Project Management experience
Self-starter and ability to multitask with a 'can-do-attitude'
Proven track record in platform strategy, system implementation, business analysis, and stakeholder management.
Familiarity with fund administration, investor reporting, and portfolio management tools.
Strong understanding of data architecture, governance, and integration patterns.
Excellent communication and leadership skills, with the ability to garner confidence and influence across functions, particularly with non-IT / investment professionals.
Possess an interest and understanding of private equity and private credit as asset classes through an investment lens, not only from a systems perspective.
Preferred skills:
Experience with financial modeling, understanding of accounting concepts such as Cash flow Statement, Balance Sheet, and Income Statement
Experience working in a virtual or global team
Experience with conducting requirement sessions, conveying requirements to development team, getting issues resolved during QA, coordinating UAT/user training, and production support.
Experience with documentation: create detailed Requirements Specification, Functional Specification, produce Architecture diagrams.
Experience with Power BI and Snowflake technologies
Good to have familiarity with Agile Methodology
Good to have experience in the Financial Industry.
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.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $150,000 and $210,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).