morganstanley18h ago
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Junior Automation Specialist
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Automation SpecialistSkilled Trades & Field Services
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Quick Summary
Requirements Summary
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.
Technical Tools
Automation SpecialistSkilled Trades & Field Services
We’re seeking someone to join our team as a Junior Automation Specialist.
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.
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:
* Automate reporting workflows and assist in transitioning Excel-based reports to Business Intelligence tools
* Create and maintain data visualizations using diverse datasets to drive actionable insights and decision-making
* Identify inefficiencies in existing Excel-based processes and help implement sustainable automation solutions
* Document solutions and provide training or support to end-users, encouraging broader adoption of automation tools
* Collaborate with global and local stakeholders to understand reporting needs, align on process improvements, and ensure the successful delivery of automation and analytics solutions
What you 'll bring to the role:
* Bachelor's or Master’s degree (or equivalent) in Finance/Accounting or a related field with 3+ years of experience in finance or analytics
* Experience with ETL tools such as Dataiku or Alteryx, or proficiency in SQL for data querying, transformation, and analysis
* Experience with Business Intelligence tools (Tableau, Power Tools)
* Expertise in Microsoft Office automation, including advanced Excel (VBA), PowerPoint, and Outlook
* Strong organizational skills, balancing various projects while maintaining high attention to detail
* A proactive approach, taking ownership of initiatives and ensuring successful project delivery
* Exceptional analytical skills, with the ability to dive deep into complex data
* Experience working in a global, cross-functional environment with the ability to manage competing priorities and deadlines
* A continuous learning mindset with interest in emerging technologies and tools in data analytics and automation
* Solid understanding of finance and accounting principles
* Excellent verbal and written communication skills in English
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.
Location & Eligibility
Where is the job
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Location terms not specified
Listing Details
- Posted
- May 22, 2026
- First seen
- May 22, 2026
- Last seen
- May 22, 2026
Posting Health
- Days active
- 0
- Repost count
- 0
- Trust Level
- 51%
- Scored at
- May 22, 2026
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External application · ~5 min on morganstanley's site
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