Stakeholder Engagement: Serve as a trusted technology partner to senior leaders and investment team members across North America based Private Credit and Private Equity strategies, located in multiple cities throughout the US Aggregate, refine, and prioritize business requirements to ensure platform capabilities evolve with investment team needs Help build awareness of technical solutions and drive adoption as needed Translate technical concepts for non-technical audiences. Platform Strategy & Evolution: Help define and execute a forward-looking technology strategy aligned with each Private Credit and Equity team's business objectives. Oversee platform modernization and integration of vendor and proprietary tools, including eFront, IVP, Cobalt, Salesforce, DealCloud, Snowflake, and custom-built solutions. Evaluate emerging technologies to enhance scalability, efficiency, and user experience. Champion the use of advanced analytics and data strategies to support investment decision-making and market insights. Lead initiatives around automation, data governance, and analytics enablement. Cross-Functional Coordination: Act as the connective tissue between Private Credit & Equity (PC&E) teams, and enterprise technology, data, and AI teams. Ensure architectural alignment, data ingestion consistency, and seamless vendor integration across the ecosystem. Program and Change Management: Collaborate with program and delivery management teams to ensure timely execution of key initiatives. Drive change management efforts to support adoption and continuous improvement. Governance & Controls:Partner with compliance and finance teams to implement robust data governance frameworks, audit trails, and regulatory reporting capabilities. Build and foster relationships with Senior Management within Front Office, CFO operations, and portfolio management functions across Private Credit and Private Equity strategies to satisfy business opportunities or help resolve business challenges. Take on project related tasks for example new features to existing platforms or decommission applications. Apply knowledge experience for onboarding new applications, coordinate with multiple parties to gain necessary IT Security approvals. Integrate Vendor applications into the MS Environment and build Vendor domain related knowledge to assist Investment Teams with questions, issues and support. Effectively collaborate with Investment teams to understand new requirements, analyze them and apply new technologies to implement optimal solutions. Minimum 8 years of Tech Lead / Business Analyst / Project Management experience Self-starter and ability to multitask with a 'can-do-attitude' Proven track record in platform strategy, system implementation, business analysis, and stakeholder management. Familiarity with fund administration, investor reporting, and portfolio management tools. Strong understanding of data architecture, governance, and integration patterns. Excellent communication and leadership skills, with the ability to garner confidence and influence across functions, particularly with non-IT / investment professionals. Possess an interest and understanding of private equity and private credit as asset classes through an investment lens, not only from a systems perspective. Experience with financial modeling, understanding of accounting concepts such as Cash flow Statement, Balance Sheet, and Income Statement Experience working in a virtual or global team Experience with conducting requirement sessions, conveying requirements to development team, getting issues resolved during QA, coordinating UAT/user training, and production support. Experience with documentation: create detailed Requirements Specification, Functional Specification, produce Architecture diagrams. Experience with Power BI and Snowflake technologies Good to have familiarity with Agile Methodology Good to have experience in the Financial Industry. 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. 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. Expected base pay rates for the role will be between $150,000 and $210,000 per year at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
