Verified Job
Accounting - Finance
Business Process and Optimization Specialist (Hybrid)
Accounting - Finance
#691586
Remote / WFH
Job Description
We’re seeking someone to join our Tech COO Capital Expense management team as a Business Process and Optimization Specialist . In this role, you will collaborate with technical leads and business managers to offer subject matter expertise, advise on best practices, implement governance policies, and provide general support in execution of capital funding requests covering fixed bid labor, hardware, software, and outsource agreements.
In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Technology Administration Office III position at Director level, which is part of the job family responsible for managing administrative tasks related to technology infrastructure and services, ensuring smooth operations and support for the organization's technology needs.
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.
Interested in joining a team that’s eager to create, innovate and make an impact on the world? Read on…
What you’ll do in the role:
Leverage data, and AI-enabled tools to drive process efficiencies, automation, and measurable business outcomes, focusing on identifying process gaps, applying analytical rigor, and implementing technology driven solutions to simplify operations and improve performance.
Coordinate, provide status and execute transactions for all phases of the funding and approval process for capital requests in Wealth Management Technology primarily but supporting other divisions as well.
Lead or support process simplification and automation initiatives across Tech COO domains, including workflow automation and reporting optimization.
Respond efficiently and effectively to client requirements. This role requires superior relationship management skills to build and maintain solid engagement with key internal and external stakeholders such as the Sourcing organization, Finance, Operational Risk & Control and vendors.
Manage analytics such as weekly metrics, spend projections, cash vs fiscal impacts, and multiyear plans, etc.
Communicate with global senior stakeholders to support their decision making.
What you’ll bring to the role:
At least 5 years of experience of financial analysis, operations, or IT business management related experience.
Proficiency with Microsoft Office suite, particularly with Excel.
Proven track record in process improvement, operational efficiency, or digital transformation initiatives.
Practical exposure to AI / GenAI including Agentic tools used for productivity, analysis, automation, or decision support.
Strong written and verbal communications skills; fluency in English.
Strong analytical and problem-solving skills.
Proven time management skills - ability to multitask.
Strong collaborative skills—a team player.
Initiative - self-starter who can work with a high degree of autonomy.
At Morgan Stanley Montreal, we support the Firm’s global businesses and infrastructure with cutting edge technology and innovation. The multi-faceted and highly technical Montreal team plays a critical role in building and maintaining our leading technology platform, including electronic trading, algorithm trading, cloud engineering, infrastructure, cybersecurity and AI/ML. Morgan Stanley has been rooted in the Montreal community since 2008 and is considered a leading employer among the area’s highly skilled technology talent. There’s ample opportunity to move across the businesses for those who show passion and grit in their work.
All our positions are located in Montreal, Quebec. We offer a hybrid work environment, combining remote work and attendance in the office.
Knowledge of French and English is required.
Build a career with impact. Visit morganstanley.com for more information.
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.
Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential.
In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Technology Administration Office III position at Director level, which is part of the job family responsible for managing administrative tasks related to technology infrastructure and services, ensuring smooth operations and support for the organization's technology needs.
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.
Interested in joining a team that’s eager to create, innovate and make an impact on the world? Read on…
What you’ll do in the role:
Leverage data, and AI-enabled tools to drive process efficiencies, automation, and measurable business outcomes, focusing on identifying process gaps, applying analytical rigor, and implementing technology driven solutions to simplify operations and improve performance.
Coordinate, provide status and execute transactions for all phases of the funding and approval process for capital requests in Wealth Management Technology primarily but supporting other divisions as well.
Lead or support process simplification and automation initiatives across Tech COO domains, including workflow automation and reporting optimization.
Respond efficiently and effectively to client requirements. This role requires superior relationship management skills to build and maintain solid engagement with key internal and external stakeholders such as the Sourcing organization, Finance, Operational Risk & Control and vendors.
Manage analytics such as weekly metrics, spend projections, cash vs fiscal impacts, and multiyear plans, etc.
Communicate with global senior stakeholders to support their decision making.
What you’ll bring to the role:
At least 5 years of experience of financial analysis, operations, or IT business management related experience.
Proficiency with Microsoft Office suite, particularly with Excel.
Proven track record in process improvement, operational efficiency, or digital transformation initiatives.
Practical exposure to AI / GenAI including Agentic tools used for productivity, analysis, automation, or decision support.
Strong written and verbal communications skills; fluency in English.
Strong analytical and problem-solving skills.
Proven time management skills - ability to multitask.
Strong collaborative skills—a team player.
Initiative - self-starter who can work with a high degree of autonomy.
At Morgan Stanley Montreal, we support the Firm’s global businesses and infrastructure with cutting edge technology and innovation. The multi-faceted and highly technical Montreal team plays a critical role in building and maintaining our leading technology platform, including electronic trading, algorithm trading, cloud engineering, infrastructure, cybersecurity and AI/ML. Morgan Stanley has been rooted in the Montreal community since 2008 and is considered a leading employer among the area’s highly skilled technology talent. There’s ample opportunity to move across the businesses for those who show passion and grit in their work.
All our positions are located in Montreal, Quebec. We offer a hybrid work environment, combining remote work and attendance in the office.
Knowledge of French and English is required.
Build a career with impact. Visit morganstanley.com for more information.
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.
Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential.
