Investment Research, Technology Strategy Lead – North America

  • Competitive
  • New York, NY, USA
  • Permanent, Full time
  • Morgan Stanley USA
  • 16 Oct 18

Investment Research, Technology Strategy Lead – North America

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Morgan Stanley's Institutional Securities Group (ISG) is a remarkably broad and diversified business. We provide institutions with almost every kind of financial product and service across the world's major markets. Whether you're interested in planning complex deals; trading on the moment-to-moment movements of the capital markets; analyzing the financial needs of a company or a wealthy family, Morgan Stanley is the place to be.

Job Description:
Morgan Stanley is seeking an experienced research technology leader (senior VP /ED) to represent the Americas Investment Research technology group. This role, within the Research division, reports into the global head of Research technology. The successful candidate will be responsible for driving the analyst and client-facing technology platforms, providing creative thinking and innovative ideas, and ensuring adoption of solutions across the department. These platforms include data, research authoring, multi-channel distribution, advanced analytics, CRM and legal and compliance based systems. The candidate will work closely with the Research Analysts, Research Management and the global IT organization to ensure the technology requirements meet the business goals and needs. The ideal candidate will have a strong background in project and program management and will possess competency in idea generation, project planning, business analysis, and user adoption of new tools and technologies.

Responsibilities include:
• Define Americas region technology vision, goals, and strategy
• Work closely with Research management to ensure strategic business objectives are met
• Establish stakeholder relationships with the Product Team and Analysts
• Represent regional business requirements, project prioritization & defining the technology strategy
• Partner with our IT division and external vendors to deliver successful solutions
• Regional program management & execution of global technology projects
• Identify regional opportunities to leverage existing technology and new innovations to enable the business strategy
• Be a champion for the research technology platform to drive adoption
• Drive technology ideas and experimentation and remain current with technology trends
• Facilitate regional communication on project status, issues, and risks
• Lead regional operational tasks, data security governance, business continuity planning, IT support improvements, and training
• Manage overall portfolio funding and cost management

Skills required:
• Excellent organizational, communication, and interpersonal skills with a strong client focus
• Experience leading, steering and influencing teams with indirect reporting lines in a matrix environment
• Ability to manage multiple activities to aggressive deadlines
• Creative thinker and innovator
• Self-starter with can-do attitude
• Strong problem-solving capabilities; ability to come up with solutions for complex business problems
• Familiar with technology product lifecycle, from requirements, design, development, deployment, and training & support
• Experience with marketing and analytics platforms
• Knowledge of Investment Research, Investment Banking, or related financial services domain
• Agile or related project management
• Experience with marketing and analytics platforms a plus
Educational requirements:
• Bachelors Degree required, MBA/Masters Degree desired

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