Business Manager, Institutional Securities Tech COO Team jobs in United States
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E*TRADE from Morgan Stanley · 2 months ago

Business Manager, Institutional Securities Tech COO Team

E*TRADE from Morgan Stanley is a global leader in financial services, and they are seeking a Business Manager to join their Institutional Securities Tech COO team. The role involves overseeing business management responsibilities, including governance, financial and process management, and leading communications during a maternity leave period.

BankingFinanceFinancial Services

Responsibilities

Respond to tactical and strategic reporting requirements, including management and financial reporting, data structure and integrity, performance metrics and KPIs
Be comfortable working with data and performing analysis using pivot tables and other tools
Lead or support the “productionisation” of reporting requirements with Human Resources and related teams
Take accountability for accurate representation and ongoing administration of key projects, including data governance, budget planning, and resource management
Provide ad-hoc financial and business analysis to support organizational goals
Act as a single point of contact in managing financial / resource data and reporting
Support planning activities, focusing on manpower and infrastructure capital investment
Build relationships and influence colleagues across divisions, including senior management
Lead IST COO team communications during the maternity leave period, including drafting and distributing internal updates, newsletters, and key announcements
Act as the primary liaison for communications with internal stakeholders, ensuring clarity and alignment on governance, reporting, and project updates
Prepare presentations, talking points, and written materials for senior management and external audiences as required
Manage the Technology External Engagement (TEE) oversight process reviewing speaker talking points and presentations ensuring key messages align with Firm initiatives
Ensure all communications reflect the team’s priorities, progress, and culture of inclusion and transparency
Support the adoption and reporting of agile practices (e.g., Rally platform), ensuring alignment of capacity with business priorities and consistent reporting
Coordinate efforts to aggregate and report on the book of work, normalize data, and document best practices
Develop and monitor KPIs, ensuring data quality and accountability for outcomes
Develop roadmaps for MIS/reporting suite and drive continuous improvement

Qualification

Financial analysisData governanceOperational reportingAgile methodologiesMicrosoft ExcelPowerBIVBAPlanning skillsCommunication skillsOrganizational skillsRelationship buildingDecision-making skills

Required

4 - 8+ years of experience in financial analysis, management reporting, or business analysis
Experience in data governance, budget/resource management, and operational reporting
Advanced Microsoft Excel, PowerPoint and writing skills
Strong planning, organizational, and communication skills
Ability to engage a diverse set of stakeholders, build long term relationships and promote cross platform collaboration
Ability to communicate clearly at multiple levels and across functions
Proactive, self-starter with good judgement and superior decision-making skills
Experience leading communications or acting as a communications focal point

Preferred

Experience with agile methodologies and tools (e.g., Rally, Jira)
PowerBI, VBA or other automation skills

Benefits

Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs

Company

E*TRADE from Morgan Stanley

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E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.

Funding

Current Stage
Public Company
Total Funding
unknown
2020-02-20Acquired
1996-08-16IPO

Leadership Team

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Julia Miller
Director and Customer Marketing
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Company data provided by crunchbase