Senior Associate, Data Integrity, Investment Banking Division

Company Profile

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximise their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing and advancing individuals based on their skills and talents.

Division Profile

Morgan Stanley’s Banking Group provides industry, regional and product expertise to corporations, institutions, and government clients in order to develop and execute innovative and customized solutions to the most challenging strategic and financing issues faced in the global marketplace. The Banking Group is comprised of a number of industry groups which work closely with product team members in Mergers & Acquisitions, Global Capital Markets, Real Estate, and other industry groups throughout the Firm to provide relevant market insight, product creativity, and execution expertise to clients. These solutions include initial public offerings; public and private equity and equity-linked financings; mergers, acquisitions, and restructurings; defense advisory assignments; strategic partnerships; public and private debt placements; share repurchases; and hedging, swaps and derivative transactions.

Key Responsibilities

the Data Integrity team in Mumbai as a transformation-focused individual contributor. The role is designed for someone who can combine strong data integrity, operational control and stakeholder management experience with hands-on capability in Power BI, AI tools and agent-building platforms to reduce risk, improve quality and create measurable efficiency. The candidate will work closely with global IBD/GCM COO, Data Integrity, Technology, Risk and Compliance stakeholders to simplify processes, automate manual workflows, build scalable reporting and embed responsible AI-enabled solutions into BAU.

• Own and deliver Data Integrity transformation initiatives across client data, interaction requests, VIS / reporting workflows, contact maintenance, D2 / SharePoint intake, and related governance processes.
• Assess current-state processes, identify root causes of risk, manual effort and control gaps, and convert them into practical automation, Power BI, workflow or AI-enabled solution opportunities.
• Build, enhance and maintain management reporting using Power BI, Excel, SharePoint and other approved firm tools, including dashboards for volumes, SLAs, quality checks, exception themes and capacity trends.
• Design and implement agentic / AI-assisted use cases using approved platforms such as Agentrix or equivalent internal agent-building tools, with appropriate human review, governance and controls.
• Use data-driven analysis to measure impact, including productivity saves, cycle-time reduction, quality improvement, error reduction and adoption of new solutions. Support senior stakeholder updates through crisp executive-ready materials, including weekly / monthly updates, issue summaries, decision papers and transformation roadmaps.
• Promote a transformation mindset within the team by challenging legacy ways of working, identifying practical GenAI / automation opportunities and helping colleagues adopt new tools responsibly.
• Operate with strong judgement around confidential information, MNPI, data security, access controls, model / tool limitations and the need for clear human oversight.

Skills Required

• 2 -8 years of relevant experience in data integrity, business management, COO, operations transformation, MIS / reporting, risk and control, client data, investment banking support or similar financial services functions
• MBA / PGDM in Finance, Data Analytics, or another quantitative / business discipline, or equivalent practical experience.
• Practical experience using GenAI / AI productivity tools to improve workflow quality, speed or standardization, with awareness of responsible usage, review standards and policy boundaries.
• Ability to build or help configure AI agents, workflow assistants, prompts, knowledge-based tools or automation solutions using approved enterprise platforms.
• Excellent communication and interpersonal skills to collaborate effectively with global teams and senior management
• Ability to multi-task and thrive in a fast-paced environment
• Team player with a strong work ethic and motivation to learn
• Ability to quickly grasp key concepts and take ownership of deliverables
• A strategic and logical mindset with a creative edge to support management initiatives
• Proficient verbal and written communication skills in English