Morgan Stanley

Financial Planning and Analysis

• Partner with Financial Advisors to create personalized financial plans using both cash-flow and goals-based planning tools
• Deliver advanced technical guidance in areas such as tax-efficient portfolio strategies, retirement income distribution planning, executive compensation and equity planning, charitable and philanthropic strategies, risk management and insurance planning, and wealth transfer, trust, and estate planning
• Lead client-facing planning conversations alongside Financial Advisors and Support Professionals
• Serve as a planning subject matter expert and coach for Financial Advisors
• Contribute to meaningful planning outcomes including net acquired assets to the Firm
• Stay current on tax laws, estate regulations, product and strategy solutions, and market trends

Vice President, Financial Planning Director – Northeast Region

• Driving the production of high quality, client-ready materials including external marketing materials, deal-related deliverables, and internal reporting documents
• Performing financial modelling, strategic business analysis, and detailed industry research
• Work closely with senior bankers in the FIG team, supporting execution of transactions and marketing of the Firm’s services
• Providing mentorship and guidance to analysts on financial modelling, financial and industry analysis, and quality checking and taking ownership of work completed

Investment Banking Associate – FIG

Attorney

• Advising on core equity sales and trading matters, including agency and facilitation
• Providing legal support for electronic trading, OTC derivatives, structured products and other structured transactions
• Assessing and advising on regulatory requirements relating to existing/new/expanded markets and products
• Responding to regulatory enquiries, market structure reform and policy work
• Collaborating with country coverage lawyers, external counsel, and Compliance professionals across the APAC region
• Providing legal advisory support for the Firm’s Taiwan business

Vice President, Equity and Taiwan Country Coverage Legal

Backend Engineer

• Work on pricing model implementation projects for Credit Risk management technology.
• Develop in large scale C++ applications and contribute to strategic initiatives.
• Collaborate with strategists and modeling group to understand business requirements.
• Architect technical solutions and modify existing pricing models.
• Manage relationships and prioritize requests across diverse clients.

C++ Developer

• Building enterprise server-side applications using Java EE Technologies, hands-on development using Java technology
• Hands on development of Java applications as well as multi-tier Java EE style applications in the finance technology supporting all document platform business lines.
• Collaborating with multiple technology teams that are upstream and downstream to the application which include Document Platform co-partners and firm’s GL system etc.
• Working in the Agile development methodologies, collaborating with business and technology teams located globally.

Java Developer – Associate/Director

• Collaborate with a varied group of colleagues in Finance and across the Firm
• Responsible for and lead a significant set of deliverables, leveraging advanced understanding of Finance functional area, product and/or client segment
• Proactively identify emerging risks in individual and department work and contribute to strategies for mitigating them
• Act as a role model and culture carrier; Embody and set an example of the Firm's values and hold yourself and others accountable to Firm standards
• Design, enhance, and maintain cost allocation methodologies across infrastructure and technology domains to ensure transparency and fairness in cost distribution.
• Develop and implement scenario‑modeling capabilities that support strategic investment planning, funding decisions, and cost‑recovery strategies.
• Lead budgeting, forecasting, and financial planning processes in partnership with Infrastructure FP&A and key Technology stakeholders.
• Represent the Cost Transparency function in governance forums (e.g., TIG/SIG, Technology Governance Committee), providing insights that shape strategic decision‑making.
• Oversee monthly financial performance reporting, including budget vs. actuals, estimates, and technology expense targets, ensuring accuracy and actionable insights.
• Serve as a trusted advisor to the Tech COO, Business Managers, and Finance partners, providing guidance on cost drivers, recovery mechanisms, and financial implications.
• Drive automation, standardization, and data‑quality improvements to reduce manual effort and strengthen the integrity of cost transparency reporting.
• Establish reporting frameworks that elevate visibility of shared technology costs and enable granular budget accountability and benefits realization across business units.

Technology Finance, Business Manager

Risk

• Responsible for the teams that design effective technology-centric solutions and manage technology risks
• Develop appropriate software strategy
• Engage with stakeholders at affiliated companies on strategic technology integrations
• Engage with external clients on technology collaboration and integration efforts
• Map out overall business process flows for technology platform across Core Services, Investments and Digital
• Work closely with Parametric’s technology team

Managing Director – Technology Solution and Risk Management

Product Manager

• Lead the roadmap for Conversational AI (CAI) innovation ensuring alignment with business objectives
• Develop and maintain comprehensive project plan for Virtual Assistants (VA) initiatives
• Partner with Fleet Leadership and Product Owners to conduct current state analysis and set strategy
• Work with internal stakeholders to prioritize key product features and business outcomes
• Build and maintain an Engagement & Adoption strategy and provide support for pilot and business launch
• Design and implement CAI solutions powered by LLMs integrating with enterprise systems, APIs, and human-in-the-loop processes
• Identify potential risk and issues that may impact project delivery and develop mitigation strategies
• Collaborate with cross-functional business and technology teams to drive alignment and successful project execution
• Track project performance metrics and KPIs to measure progress and identify areas for improvement
• Lead continuous improvement initiatives to optimize processes and enhance overall effectiveness of GenAI programs
• Manage a team providing support and guidance towards achieving business objectives.

Conversational AI Product Manager

Vice President

• Lead distribution and origination efforts for corporate deposit products
• Develop and execute a sales strategy aligned with the corporate deposits roadmap
• Build and manage a robust pipeline of corporate deposit opportunities
• Cultivate and expand relationships with corporate treasurers, CFOs, and senior decision-makers
• Provide feedback to product management on client needs and market trends
• Track and report on sales performance, pipeline metrics, and revenue targets

Corporate Liquidity Specialist – Vice President

Marketing

• Provide support across the team for virtual client events, rewards, cross-segment marketing ad-hoc projects
• Be a natural self-starter and serve as the master connector
• Build AI agents with little direction
• Track KPIs for success in the Wealth Management Cross-Segment Strategy team
• Support executive updates on progress against strategic programs