Morgan Stanley · 2 weeks ago
Transformation Specialist - ISG Finance
Baltimore, MD
Full-time
Onsite
Mid, Senior Level
$70K/yr - $120K/yr
4+ years expMorgan Stanley is a global leader in financial services, known for its innovation and commitment to client service. The Transformation Specialist in ISG Finance will focus on developing and deploying advanced digital solutions and AI technologies while collaborating with various teams to enhance operational efficiency and ensure compliance with risk and regulatory standards.
Asset ManagementFinanceFinancial ServicesLending
Responsibilities
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
Qualification
Required
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
At least 4 years' relevant experience would generally be expected to find the skills required for this role
Preferred
Familiarity with automation tools such as Power BI, Alteryx, Tableau, or similar platforms to streamline manual processes
Passion for continuous improvement
Benefits
Medical
Prescription Drug
Dental
Vision
Health Savings Account
Dependent Day Care Savings Account
Life Insurance
Disability and Other Insurance Plans
Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually)
10 Paid Holidays
401(k)
Short/Long Term Disability
Company
Morgan Stanley
Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1997-02-05IPO
Leadership Team
James Gorman
Chairman and CEO
Ted Pick
Chief Executive Officer (CEO)
Recent News
2026-01-17
2026-01-17
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