Senior Analytics & Reporting Lead – Risk & Performance Dashboards

We’re seeking someone to join our team as a Senior Analytics & Reporting Lead – Risk & Performance Dashboards in the Organizational Dashboard team. The role is responsible for execution of the Firm's organizational dashboard program. This role serves as a key partner across Human Resources, Technology, Risk Management, Legal & Compliance, and business stakeholders globally to deliver. In addition, the role is involved in data-driven decision-making, strategic initiatives, and process transformation. The role requires development of functional expertise and one who demonstrates independent judgment, cross-functional influence to drive outcomes, and proactively identifies and resolves issues.

To be successful in this role, the candidate must thrive in collaborative global environments, be a self-starter under senior supervision capable of solving complex problems, be able to multi-task across a variety of projects and processes, be a clear and succinct communicator, and have excellent attention to details.

The Workforce Architecture & Risk Management organization is responsible for maintaining enterprise workforce governance frameworks that support Job Architecture, role management, workforce reporting, organizational transparency, HR data governance, operating model effectiveness, and related people infrastructure programs. 

Within the Workforce Architecture & Risk Management organization, the Organizational Dashboard team is responsible for a suite of dashboards comprised of financial and non-financial risk metrics that support the Firm's performance management and compensation processes for Morgan Stanley's most senior management, providing leadership with a holistic view of individual and organizational performance.

In addition to serving as a key input into year-end performance evaluation and compensation, the dashboards promote accountability by ensuring that risk management, conduct, and control outcomes are appropriately considered in decision-making. Through the delivery of these insights, the Dashboard team reinforces Morgan Stanley's commitment to a strong risk and control environment, sound governance practices, and a culture of individual accountability across the Firm's senior leadership population

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 in the role:

• Collaborate with Control Functions to ensure data integrity, facilitate system updates, and ensure execution
• Oversee large-scale datasets through robust validation, monitoring, and quality control processes
• Conduct analysis of complex datasets to support strategic business initiatives and decision making
• Lead cross-functional engagement with Technology to drive enhancements in data sourcing, automation, and analytical capabilities
• Coordinate competing priorities and deliverables across multiple work streams, ensuring timely execution, escalation, and stakeholder alignment
• Produce executive-level presentations and reporting that deliver data-driven insights to senior leadership
• Leverage emerging technologies, AI, and automation capabilities to improve reporting, governance, and stakeholder experience
• Serve as a trusted advisor and subject matter expert, influencing stakeholders globally to deliver as well as to continuously evolve the data, systems, and processes

What you’ll bring in the role:

• Bachelor’s degree with 6-8 years of experience ideally in Consulting or Project Management, Technology business analyst roles, Finance, and Risk or Compliance functions
• Advanced understanding of metrics, KPIs, and data management
• Proven project and program management experience in large scale complex, cross-functional initiatives
• Exceptional stakeholder management skills with the ability to influence and drive outcomes across a global organization
• Strong change management and process transformation capabilities
• Excellent communication, presentation, and executive storytelling skills
• Familiarity with risk management in Finance industry concepts preferred
• Expert-level Microsoft Excel skills, including advanced formulas, data modelling, Power Query, pivot tables, reconciliations, and validation
• Demonstrated ability to independently analyse, synthesize, and distil large, complex datasets into clear business insights and recommendations 
• Strong analytical, problem-solving, and critical-thinking capabilities
• Experience creating executive reporting, management information, and data-driven presentations
• Experience utilizing Alteryx, Dataiku, or comparable analytics and workflow platforms to integrate, transform, and automate data processes preferred
• Highly detail-oriented and data-savvy professional with experience leading process transformation initiatives and driving operational efficiencies
• Strong communicator, asks questions to understand details, and able to summarize appropriately to senior audiences
• Navigate complex global organizations and build strong partnerships across a diverse stakeholder base
• Able to influence, collaborate, and deliver results in a fast-paced, highly matrixed environment
• Partner with Technology teams to translate business needs to scalable solutions
• Have a strong interest in leveraging AI, automation, and data management tools to enhance decision-making and streamline processes

Nice to have:

• Using Microsoft Copilot or similar AI-enabled tools to accelerate analysis, reporting, research, and productivity
• Building, configuring, or leveraging AI agents, automation workflows, or intelligent process solutions
• To identify opportunities to simplify manual processes through AI, automation, and advanced analytics
• Passion for continuous learning and applying innovative technologies to solve complex business challenges

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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.