Principal Business Analyst / Project Manager - Alternatives / Private Equity / Private Credit

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 Principal Business Analysis position at the Vice President level, which is part of the job family responsible for analyzing business processes, identifying needs, and establishing requirements to enhance efficiency and productivity through a blend of business acumen and analytical skills. 

Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.

Interested in joining a team that’s eager to create, innovate and make an impact on the world? Read on.

Morgan Stanley Investment Management Technology (IMIT) strives to provide a technology platform that helps the business deliver outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.

The Vice President will lead the strategic and operational direction of a cross-functional technology platform supporting Front Office, CFO operations, and portfolio management functions across Private Credit and Private Equity strategies. This role requires deep understanding of private markets and a strong ability to bridge business needs with enterprise technology, data, and AI capabilities. The VP will partner with investment professionals, operating teams, and external vendors to ensure the platform scales with business growth, drives operational efficiency, and delivers exceptional service to internal and external stakeholders.  This role demands strong work ethic and ability to handle multiple priorities. It is very important that candidate is self-motivated and can lead the team.

What you’ll do in the role:

• 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.

What you’ll bring to the role:

• Minimum 8 years of Tech Lead / Business Analyst / Project Management experience 

• Self-starter and ability to multitask with a 'can-do-attitude'