Finance Insights & Innovation Lead

We’re seeking someone to join our Valuation Control team as a Finance Insights & Innovation Lead.

Are you passionate about using data, technology, and storytelling to influence business decisions? Do you enjoy creating smart dashboards, simplifying complex information, and finding better ways to deliver insights? In this highly visible role, you will combine Power BI, reporting, data visualisation, automation, and AI-enabled solutions to deliver impactful insights for senior stakeholders. You will work closely with teams across Finance, Valuation Control, Risk, Technology, and the Front Office, helping modernise reporting processes and shape decision-making in a global financial institution.

Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

What you'll do:

• Design and enhance executive-level Power BI dashboards and visual reporting solutions that help senior stakeholders make informed business decisions.

• Transform complex valuation, risk, and financial data into clear, insightful, and actionable management information.

• Own the end-to-end consolidation and reporting of firm-wide valuation data, ensuring accuracy, consistency, and strong governance standards.

• Create impactful reporting packs, presentations, and visual storytelling materials for senior leadership and Front Office stakeholders.

• Explore and leverage AI-enabled reporting capabilities to improve reporting efficiency, insight generation, and decision support.

• Partner with Finance, Valuation Control, Technology, Risk, and Front Office teams to develop innovative reporting and analytics solutions.

• Support governance, regulatory, and audit-related reporting requirements while maintaining robust controls and documentation.

• Continuously improve reporting processes, tools, and visualisation capabilities to deliver greater business value.

• Lead and mentor a team of 3-4 individuals

What you'll bring:

• Minimum 6 years of relevant experience

• Strong experience developing executive-facing Power BI dashboards and data visualisation solutions.

• Proven ability to create impactful management reporting and performance insights for senior stakeholders.

• Experience using AI-enabled capabilities or advanced technologies to improve reporting and insight generation.

• Strong analytical and problem-solving skills, with the ability to simplify complex information for different audiences.

• Excellent communication skills and the ability to present complex information in a clear and engaging way.

• A collaborative mindset and experience working across Finance, Risk, Technology, and business teams.

• Confidence working with senior stakeholders and influencing decision-making through data-driven insights.

• A passion for continuous improvement and learning.

• Adaptability and the ability to thrive in a fast-paced, evolving environment.

• Experience with managing and developing a team  

Why Join Morgan Stanley?

• Become a recognised expert in executive reporting, data visualisation, and business intelligence.

• Work directly with senior leaders and contribute to strategic decision-making.

• Lead innovative reporting initiatives using Power BI and emerging AI-enabled technologies.

• Collaborate with talented professionals across Finance, Risk, Technology, and Front Office functions.

• Build valuable international experience within a global financial institution.

• Grow your career in an organisation that values innovation, teamwork, continuous learning, and professional development.

At Morgan Stanley, your work will have visibility, impact, and purpose.

#LI-MB1 #BPACC #LI-hybrid

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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.

Certified Persons Regulatory Requirements:
If this role is deemed a Certified role and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.

Flexible work statement
Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.  Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.