We’re seeking someone to join our team as a Treasury Data Solutions Specialist to work in our Finance Division.

In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis, and advisory services of the Firm’s financial and capital resources. This is an Associate position within our Corporate Treasury & Capital Planning Job Family.

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 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

• Assist in project management for automation initiatives, including creating timelines, tracking milestones, coordinating meetings, and preparing status reports to ensure projects stay on schedule.

• Handle administrative tasks such as documentation, data organization, stakeholder communications, and maintaining records of automation frameworks, needs assessments, and efficiency metrics.

• Provide technical support for local automation efforts, including developing and implementing solutions using VBA for Excel automation, Power BI for data visualization and reporting. (Python for scripting and data manipulation, and API integrations for seamless data flows is a plus.)

• Conduct basic data analysis to identify automation opportunities, evaluate data ownership structures, and estimate time savings or process improvements.

• Collaborate with technology teams and local stakeholders to define requirements, test solutions, and troubleshoot issues in automation workflows.

• Support the evaluation and rollout of new tools or processes to enhance Treasury operations.

• Contribute to knowledge sharing by documenting best practices and training materials for automation efforts

What you’ll bring to the role:

• In-depth knowledge of Treasury, product and/or 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

• A strong sense of organization and time management skills

• Bachelor's degree in Finance, Business, Information Technology, Data Analytics, or a related field (or equivalent experience)

• Basic project management knowledge, such as familiarity with methodologies like Agile or Waterfall

• Proficiency in VBA (Visual Basic for Applications) for automating Excel tasks

• Working knowledge of Power BI (PBI) for building dashboards and reports

• Strong foundational data analyst skills, including data cleaning, visualization, and basic statistical analysis using tools like Excel, Python libraries (e.g., Pandas), or similar

• Strong communication and interpersonal skills to collaborate with cross-functional teams

• Basic programming skills in Python, including scripting for data processing and automation is preferred

• Understanding of API solutions, including how to integrate and utilize APIs for data exchange is nice to have

• At least 4 years' relevant experience would generally be expected to find the skills required for this role

#BPACC

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 opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.