Private Wealth Management Financial Planning Analyst
Morgan Stanley · New York, NY · Senior Level · Banking and wealth advisory · posted 2 days ago
Morgan Stanley · Dallas, TX · posted 29 days ago
By AtiveSite · Published 07/11/2026 · Updated 09/11/2026 · Every figure is linked to its source below.
| Employer | Morgan Stanley |
|---|---|
| Location | Dallas, Texas |
| Field | Technology › Data, analytics and AI |
| Level | Senior Level |
| Source category | Data and Analytics |
| Posted | 2026-10-11 (29 days ago) |
| Work arrangement | On-site at the location listed |
| Pay | Not published in the source listing |
We're seeking someone to join our team as a Business Information Analytics Manager to oversee and transform the delivery of financial analytics work products to front office business partners, focused on investment bankers. As part of this role, you will partner closely with BIA Leadership to lead service delivery, optimize workflow & reporting, and drive efficiencies and innovation throughout the delivery cycle.
In the Corporate Services division, we empower our businesses by creating collaborative workplace solutions and commercial services that enhance the employee and client experience, while optimizing the value of our sourcing and third-party lifecycle to enable the Firm to do-and-win business.
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:
- Provide operational oversight of team utilization, ensuring efficient distribution of work, preventing backlogs and forecasting capacity based on ongoing projects and anticipated demand
- Implement strategic evolution roadmap for supporting Analyst workflows by incorporating AI platforms and building agents/tools to transform delivery of business-ready products such as profiles, sector overview slides, newsletters etc.
- Partner with Research teams and internal stakeholders to ideate and develop scalable new work products using AI-based platforms and automation tools such as UIPath, Python, GPT, Claude, etc.
- Support BIA Leadership to determine Analytics initiatives and business development opportunities
- Expand and enhance current books of work, including Pitchbook/Presentations Integration, Financial Modeling/Valuation, Dashboards, etc.
- Measure the effectiveness of the service, developing key metrics and performance indicators, and report regularly to BIA Leadership and business partners on efficiencies gained and areas for continued growth
- Identify and leverage opportunities for BIA to support information gathering and synthesis from new and existing clients.
- Serve as a subject matter expert for your functional area, proposing and implementing improvements/changes
What you'll bring to the role:
- Relevant experience in a multi-sector information research, specialized sector research role or relatable experience in financial services.
- Strong business/Finance/accounting acumen, understanding of financial modeling, ratios etc.
- Client-focused with ability to anticipate needs, address clients' expectations, effectively manage priorities and cooperate to achieve objectives.
- Strong oral and written communication skills, able to synthesize large volumes of information and clearly articulate complex ideas.
- Technical know-how in Microsoft Office Suite, specifically advanced skills in Excel and PowerPoint, as well as AI-based platforms and automation tools such as UIPath, Python, GPT, Claude, etc.
- Enthusiasm, aptitude, and organizational skills, with a willingness to learn.
The position's work location will be 1445 Ross Ave, Dallas, TX 75202 at a future date. The role may begin remotely until the office location becomes available. In-Person interviews will be required for the role.
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.
Expected base pay rates for the role will be between $76,000 and $109,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
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 .
Field: Technology Sub-niche: Data, analytics and AI All jobs at Morgan Stanley Jobs in Texas Jobs in Dallas, TX Dallas city guide Texas state guide Dallas County economy
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This is a Senior Level role in the Technology field (Data, analytics and AI) at Morgan Stanley. Senior roles usually expect substantial experience, ownership of results and often the ability to guide others.
We could not match this job title to one occupation in the official wage statistics, so no pay estimate is shown. Pay is not in the source listing; ask the employer for the range and compare in the 240 job niches.
Estimate for a wage earner: 2026 federal brackets and standard deduction (IRS), Social Security 6.2% up to $184,500, Medicare 1.45% (+0.9% above $200,000 single / $250,000 married), and a state rate you set; set your own state tax rate. It ignores credits, pre-tax deductions, local taxes and benefits. Sources: IRS: tax year 2026 inflation adjustments · SSA wage base per Federal Register notice 2025-19763.
This is editorial guidance, not information from the employer.
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The job is in Dallas, TX. Below is what the official statistics say about living and working there.
How Dallas compares. Among the 120 largest places in Texas, Dallas is #3 by population, #112 for homeownership (#1 = highest), #42 for remote work (#1 = most), #46 for college degrees (#1 = most). Its county, Dallas County, is #8 of 254 counties for average pay ($89,284).
Dallas has 1,307,930 residents (ACS 2020–2024), about 4.3% of the population of Texas. It covers 340 square miles of land, which works out to roughly 3,850 people per square mile. The median age is 33.4, 6% younger than the state median (33.4 against 35.6).
The median gross rent is $1,472 a month (rent plus utilities), 5% above the state median ($1,472 against $1,403). Over a year that is 25.0% of the median household income. US housing guidance treats housing as affordable when it takes 30% of income or less, so the typical household is under that line. The median home value is $320,700, which is 4.5 times the median household income ($70,518). 42.4% of households own their home, 32% below the state average (42.4% against 62.6%). A low ownership share points to a rental-heavy market with more apartments and shorter stays.
The Dallas-Fort Worth-Arlington, TX metropolitan area has 4,049,800 jobs in the BLS wage survey, and the median pay across all occupations is $51,440 a year, about the same as the national median ($51,440 against $50,980). The biggest occupation groups are office and administrative support (490,190 jobs, median $47,080); transportation and material moving (423,430 jobs, median $44,570); management (379,320 jobs, median $128,140). The area is most specialised in computer and mathematical (1.4 times) and management (1.3 times), where the share of workers is above the national share. The best-paying groups with at least 5,000 jobs are management ($128,140) and computer and mathematical ($121,440). In 2026M09 the unemployment rate of Dallas County was 4.2%. 68.6% of residents aged 16 and over are in the labour force. The city lies in Dallas County; its jobs, pay by industry and GDP are on the county page.
Among workers, 66.6% drive alone, 2.1% use public transit, 2.1% walk, 15.8% work from home. 14.1% of workers commute 45 minutes or more, 17% below the state average (14.1% against 16.9%).
38.2% of adults aged 25 and over hold a bachelor's degree or higher, 13% above the state share (38.2% against 33.8%). 23.4% of residents were born outside the United States, 33% above the state share (23.4% against 17.6%). The poverty rate is 16.7%, 21% above the state rate (16.7% against 13.8%).
The warmest month is Aug, averaging 86°F (30.1°C), and the coolest is Jan at 44°F (6.4°C). About 921 mm (36 inches) of precipitation falls in a year; May is the wettest month (116 mm) and Jul the driest (55 mm). These values come from NASA satellite-based climatology on a grid of about 50 km, so they describe the wider area, not a weather station in the city.
Closest cities in this guide: Mesquite (11 miles, similar rent); Garland (11 miles, rent 11% higher); Farmers Branch (11 miles, rent 27% higher); Irving (13 miles, rent 10% higher). Rent differences are against Dallas; use the Compare tab to put any two cities side by side.
Full guide to Dallas →Texas guideAll jobs in Dallas
These links go to official sources and open in a new window. The first one is the government's or company's own site as listed in Wikidata (property "official website"); check it before relying on it.
Places within 50 miles (straight line) of Dallas, TX that have a guide, with what living there costs. No pay estimate is shown because the title did not match one occupation.
| Place ⇅ | Distance from the job city ⇅ | Median rent ⇅ | Median home value ⇅ | Median household income ⇅ | Commute 45+ min ⇅ | Rent as % of occupation pay ⇅ | Open jobs there ⇅ |
|---|---|---|---|---|---|---|---|
| Dallas, TX | 0 mi | $1,472 | $320,700 | $70,518 | 14.1% | n/a | Jobs |
| Mesquite, TX | 11 mi | $1,513 | $245,700 | $72,537 | 26.5% | n/a | — |
| Garland, TX | 11 mi | $1,641 | $270,800 | $76,320 | 20.1% | n/a | — |
| Farmers Branch, TX | 11 mi | $1,864 | $364,600 | $91,186 | 6.9% | n/a | — |
| Irving, TX | 13 mi | $1,619 | $315,600 | $81,830 | 10.2% | n/a | Jobs |
| Richardson, TX | 13 mi | $1,857 | $431,400 | $98,111 | 10.8% | n/a | — |
| Duncanville, TX | 13 mi | $1,630 | $255,500 | $76,457 | 14.2% | n/a | — |
| Lancaster, TX | 14 mi | $1,704 | $246,300 | $68,302 | 19.5% | n/a | — |
| DeSoto, TX | 15 mi | $1,666 | $319,400 | $82,782 | 21.9% | n/a | — |
| Rowlett, TX | 15 mi | $1,990 | $368,800 | $112,081 | 24.8% | n/a | — |
| Carrollton, TX | 16 mi | $1,735 | $381,000 | $101,396 | 9.8% | n/a | Jobs |
| Sachse, TX | 16 mi | $1,798 | $406,200 | $131,808 | 21.1% | n/a | — |
| Grand Prairie, TX | 17 mi | $1,629 | $295,500 | $81,619 | 17.2% | n/a | — |
| Coppell, TX | 18 mi | $2,022 | $560,500 | $146,235 | 9.3% | n/a | Jobs |
| Plano, TX | 18 mi | $1,841 | $465,900 | $112,253 | 13.4% | n/a | Jobs |
| Cedar Hill, TX | 18 mi | $1,993 | $302,700 | $101,909 | 21.5% | n/a | — |
| Euless, TX | 19 mi | $1,690 | $318,800 | $82,167 | 13.2% | n/a | — |
| Forney, TX | 19 mi | $1,828 | $346,400 | $104,112 | 29.9% | n/a | — |
| Grapevine, TX | 20 mi | $1,863 | $493,100 | $111,376 | 8.3% | n/a | — |
| Rockwall, TX | 21 mi | $1,947 | $411,700 | $115,580 | 32.6% | n/a | — |
We could not match this title to one occupation, so here are the other sub-niches in Technology, where your skills may carry over:
Cybersecurity (366) Software engineering (1880) Cloud, IT and infrastructure (504) Product management (412)
How far Dallas, TX is from the 20 largest US cities, in straight-line miles (not driving distance). Click a column to sort.
| From ⇅ | Straight-line distance (miles) ⇅ | Population of that city ⇅ |
|---|---|---|
| Dallas, TX | 0 mi | 1,307,930 |
| Fort Worth, TX | 34 mi | 963,194 |
| Austin, TX | 182 mi | 979,539 |
| Oklahoma City, OK | 190 mi | 697,125 |
| Houston, TX | 223 mi | 2,328,253 |
| San Antonio, TX | 253 mi | 1,479,835 |
| Denver, CO | 660 mi | 718,877 |
| Indianapolis, IN | 762 mi | 885,860 |
| Chicago, IL | 799 mi | 2,711,226 |
| Phoenix, AZ | 887 mi | 1,642,323 |
| Jacksonville, FL | 904 mi | 977,670 |
| Columbus, OH | 912 mi | 914,802 |
| Charlotte, NC | 927 mi | 903,844 |
| San Diego, CA | 1,181 mi | 1,389,526 |
| Los Angeles, CA | 1,249 mi | 3,857,263 |
| Philadelphia, PA | 1,298 mi | 1,579,706 |
| New York, NY | 1,371 mi | 8,483,844 |
| San Jose, CA | 1,446 mi | 990,138 |
| San Francisco, CA | 1,515 mi | 830,235 |
| Seattle, WA | 1,681 mi | 754,195 |
| City ⇅ | Straight-line distance ⇅ | Open jobs ⇅ |
|---|---|---|
| Addison, TX | 12 mi | 49 |
| Arlington, TX | 22 mi | 64 |
| Allen, TX | 23 mi | 10 |
| Fort Worth, TX | 34 mi | 263 |
Morgan Stanley is the employer in this listing. See all its open jobs here →
It is among the 200 largest US-headquartered employers in our list, with about 83,000 employees worldwide (2025). Company page with headquarters, state economy and official links →
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A senior level role in technology (data, analytics and ai) listed 29 days ago. The full description is on this page and on The Muse.
Dallas, TX.
Use the "View this job and apply on The Muse" button. AtiveSite does not receive applications.
The listing does not publish pay, and we could not match the title to one official occupation.
Median rent in Dallas is $1,472 a month and median household income $70,518 (ACS 2020–2024).
It was posted on 2026-10-11 (29 days ago). Jobs older than 90 days are not shown.
Yes: browse data, analytics and ai jobs in Texas.
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