FULL_TIME
5-10
Transformation Specialist - ISG Finance
12/13/2025
The Transformation Specialist will collaborate with colleagues in Finance to lead projects and deliverables while adhering to risk and regulatory standards. They will design and implement digital solutions to enhance operational efficiency and support citizen development initiatives.
Salary
70000 - 120000 USD
Working Hours
40 hours/week
Company Size
10,001+ employees
Language
English
Visa Sponsorship
No
About The Company
Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, our firm's employees serve clients worldwide including corporations, governments, institutions and individuals.
We are committed to maintaining the first-class service and high standard of excellence that have always defined the firm and everything we do is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back.
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About the Role
> Collaborate with a varied group of colleagues in Finance and across the Firm > Responsible for and lead aspects of individual and team deliverables and projects, leveraging in-depth knowledge of Finance functional area, product and/or client segments > Adhere to the Firm's risk and regulatory standards, policies and controls; proactively identify ways to reduce risk in work > Act as a culture carrier; embody and set an example of the Firm's values and hold yourself and others accountable to Firm standards > Design, develop, and implement digital solutions using Alteryx, Power BI, Tableau, and emerging AI technologies to address business challenges and drive operational efficiency. > Partner with stakeholders across the organization to review use cases, assess requirements, and determine the most strategic approach for solution delivery. > Lead and support citizen development initiatives, empowering business users to leverage digital tools and automation. > Conduct process analysis, document requirements, and communicate findings clearly to technical and non-technical audiences. > Stay current with industry trends in digital transformation and AI, proactively identifying opportunities for innovation within Finance. > Collaborate with cross-functional teams to ensure solutions align with organizational goals and compliance standards. > In-depth knowledge of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment > Ability to operate independently with respect to most job responsibilities > Ability to provide positive and constructive feedback and innovate processes > Proven ability to independently develop and deliver solutions from concept to implementation. > Strong analytical skills, with the ability to review, document, and communicate process requirements effectively. > Experience partnering with business stakeholders to understand needs and translate them into actionable solutions. > Excellent communication and documentation skills, with attention to detail and clarity. > Self-motivated, collaborative, and eager to drive transformation and support citizen development efforts. > Familiarity with automation tools such as Power BI, Alteryx, Tableau, or similar platforms to streamline manual processes is a plus. > Passion for continuous improvement is a plus. > At least 4 years' relevant experience would generally be expected to find the skills required for this role We have a track record of innovation and passion for unlocking new opportunities, we help our clients raise, manage and allocate capital. We do this by offering a wide range of investment banking, securities, wealth management and asset management services. These aren't just beliefs, they guide the decisions we make every day, ensuring we do what's best for our clients, communities and more than 80,000 employees around the world. And at the core of our success are the people who drive it - relentless collaborators and creative thinkers who are fueled by diverse thinking and experiences. Wherever you are in our 1,200 global offices, you'll have the opportunity to work alongside the best and the brightest in an environment where you are empowered to achieve your full potential. 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. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. 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. 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. Salary range for the position: $70,000 - $120,000/ Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. 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.
Key Skills
Digital SolutionsAlteryxPower BITableauAI TechnologiesProcess AnalysisStakeholder EngagementCitizen DevelopmentRisk ManagementCommunication SkillsAnalytical SkillsAutomation ToolsContinuous ImprovementCollaborationDocumentation SkillsInnovation
Categories
Finance & AccountingTechnologyData & AnalyticsConsultingManagement & Leadership
Benefits
Comprehensive Employee BenefitsIncentive Compensation PlanDiscretionary Bonus Component
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