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Morgan Stanley · 2 weeks ago

Investment Banking Division - Technology Business Analyst / Associate - New York or Menlo Park

Menlo Park, CA

Full-time

Onsite

Entry, Mid Level

$150K/yr - $225K/yr

1+ years exp

Morgan Stanley is a leading global financial services firm that helps clients raise, manage and allocate capital. They are seeking a Technology Business Analyst or Associate to support the Investment Banking Division by managing technology tools, collaborating with stakeholders, and driving innovation through AI.

Asset ManagementFinanceFinancial ServicesLending

Responsibilities

Product management: Support Product Leads with product life cycle management, including collection of requirements, feasibility studies, design, development, validation, onboarding, pilot, and production. Ability to handle multiple project priorities simultaneously

Product development: Gain a deep understanding of business stakeholder requirements and collaborate with Product Leads and IT teams to address roadblocks and manage projects to meet aggressive deliverable deadlines. Play a key role in articulating detailed requirements and acceptance criteria

Project management: Facilitate meetings by developing and distributing agendas, following up with meeting notes, and tracking progress/action items. Create presentations to update team on project status and strategy

Prompt/Agents development: Create, validate, deploy, and market advanced AI prompts/agents to bankers. Gather requirements for agentic workflows that can make the bankers more productive and informed

Collaboration: Work closely with Product Leads, IT, Strats, Bankers, Risk, Compliance, Legal, Senior Management to gather feedback, incorporate edits, and ensure timely communication of updates to drive end-to-end delivery of initiatives. Be the center of gravity for products and closely communicate product objectives and status to partners within and outside of the Investment Banking/Global Capital Markets division

Innovation: Stay up to date with latest technological advancements to continuously improve existing systems and incorporate new innovations such as AI. Test and evaluate new AI tools and prompts, recommending optimal solutions based on performance and output quality

Continuous improvement: Monitor quality and proactively request feedback to drive continuous improvement of products. Be customer-obsessed with designing the most end-user friendly tools that enable bankers to be more effective and efficient in their work

Qualification

Financial services knowledgePrompt engineeringProject managementSoftware developmentInvestment banking workflowsCommunication skillsDetail-orientedSelf-motivatedProblem solving

Required

Bachelor's degree in Finance/Economics, Computer Science/Engineering, or similar field

Strong written, verbal and interpersonal skills, including the ability to interact effectively with business stakeholders to understand the business and gather requirements

Highly detail-oriented and strong organizational skills to manage and execute simultaneous projects and tasks

Autonomous, self-motivated, with a high level of initiative, ability to think strategically and independently. Strong work ethic and a positive attitude. Highly responsive and communicative. Investment Banking is a client services industry and our clients need our advice and expertise around the clock

Comfort working with ambiguity, managing and resolving complex issues