Automation Business Analyst

Morstan

Hybrid
Support identification of manual processes
Design automated workflows
Build, test, and maintain automation scripts
This role partners closely with Capital Planning subject matter experts, Finance and Risk stakeholders, and Technology to deliver measurable process and tooling improvements across internal and regulatory initiatives

Job Summary

  • This role partners closely with Capital Planning subject matter experts, Finance and Risk stakeholders, and Technology to deliver measurable process and tooling improvements across internal and regulatory initiatives.
  • The role supports the design, development, testing, and deployment of automation solutions that reduce manual effort, improve data accuracy, and enhance reporting efficiency across Finance platforms.
  • At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals.

Matching Summary

This role partners closely with Capital Planning subject matter experts, Finance and Risk stakeholders, and Technology to deliver measurable process and tooling improvements across internal and regulatory initiatives.

Skills & Requirements

Must-have

  • Support identification of manual processes
  • Design automated workflows
  • Build, test, and maintain automation scripts
  • Document automated processes and logic
  • Prepare, cleanse, and transform Finance data
  • Validate outputs of automated solutions
  • Capture and document business requirements

Nice-to-have

  • Exposure to Power BI or BI tools
  • Demonstrated interest in digital finance
  • Collaborate with Finance users and teams

Key Requirements

  • Beginner to intermediate experience with automation tools (VBA, Alteryx, Power Automate, Python)
  • Strong Excel skills
  • Basic understanding of Finance processes and data structures
  • Strong attention to detail and documentation skills
  • Bachelor’s degree in Finance, Business, Data, IT, or related field
  • Early-career experience or internships in Finance, analytics, or automation

Work Rights

Not specified

Tailored Resume

Cover Letter