Solution Design Technologist

📍 Job Overview

Job Title: Solution Design Technologist Company: Morgan Stanley Location: Budapest, Central Hungary, Hungary Job Type: Full-time Category: Revenue Operations / Sales Operations / GTM Technology & Process Design Date Posted: January 11, 2026 Experience Level: 5-10 Years (Associate to Mid-Level) Remote Status: Hybrid

🚀 Role Summary

• Spearhead the design and development of innovative technology solutions to automate and optimize critical tax processes within a global financial institution.
• Act as a key liaison between the Global Tax team and the development department, translating complex business needs into actionable technical specifications and user stories.
• Leverage a diverse toolkit of end-user technologies and low-code/no-code platforms to build impactful applications and streamline workflows.
• Drive process improvement initiatives by identifying pain points, designing custom software solutions, and ensuring successful implementation and adoption across the Tax department.

📝 Enhancement Note: This role sits at the intersection of Tax operations, IT, and process engineering. While the title is "Solution Design Technologist," the responsibilities heavily align with a Technical Business Analyst or Operations Technologist role focused on tax process automation and system enhancement within a large financial services firm. The emphasis on transforming manual processes and building custom software solutions points towards a strong GTM/Operations technology focus.

📈 Primary Responsibilities

• Collaborate with Tax department stakeholders to understand current manual processes, identify inefficiencies, and define requirements for new technology solutions.
• Develop comprehensive Business Requirements Documents (BRDs) and detailed User Stories that clearly articulate functional and non-functional requirements for software development.
• Actively participate in the full Software Development Lifecycle (SDLC), working closely with development teams from conception through deployment and post-implementation support.
• Design, build, and maintain solutions using a range of end-user tools including Alteryx, SharePoint Online, advanced Excel functionalities (Power Query), Power BI for visualization, and potentially UiPath for Robotic Process Automation (RPA).
• Create and execute test cases to validate software functionality, ensuring that developed solutions meet business requirements and perform as expected.
• Support the Global Tax team by proactively organizing and prioritizing daily tasks, and performing ad-hoc duties as needed to ensure departmental operational efficiency.
• Contribute to the development of Morgan Stanley's proprietary Tax Technology Software by providing functional expertise and user-centric design input.

📝 Enhancement Note: The responsibilities highlight a hands-on approach to solution development, emphasizing the transformation of manual tax processes. This requires a blend of business acumen for understanding tax operations and technical skills for building solutions using various platforms. The mention of SDLC participation and BRD/User Story creation indicates a structured approach to project delivery, common in operations and technology roles.

🎓 Skills & Qualifications

Education:

• Bachelor’s degree in Computer Science, Engineering, Information Systems, Business Management, Finance, or Accounting.

Experience:

• 4-6 years of progressive experience in software design/development, Finance, or Information Technology, with a strong track record in related technology systems.
• Demonstrated experience as a Technical Business Analyst or in a similar role focused on system design and process improvement.

Required Skills:

• Proficiency in gathering requirements from users and translating them into functional specifications.
• Experience creating User Stories and/or Business Requirement Documents (BRDs).
• Hands-on experience with Microsoft Power Platform components: Power BI, Power Query, Power Automate, Power Apps.
• Practical experience with Alteryx for data blending, preparation, and advanced analytics.
• Familiarity with SharePoint Online for collaboration and document management.
• Advanced Microsoft Excel skills, including complex formulas, VBA, and Power Query.
• Understanding of the Software Development Lifecycle (SDLC).
• Experience in writing and executing test cases for custom software systems (automated or manual quality testing).
• Strong verbal and written communication skills in English.
• Excellent problem-solving abilities and strong interpersonal skills.
• Ability to work independently and collaboratively within a team environment.
• Comfort and experience working with international colleagues across different time zones and business locations.

Preferred Skills:

• Experience with User-Centered Design principles and creating wireframes.
• Knowledge of Python for scripting or data analysis.
• Six Sigma certification (any belt) or demonstrated knowledge of related process improvement methodologies.
• Experience with SCRUM, Agile methodologies, or Project Management frameworks.
• Familiarity with Relational Databases (SQL) and/or NoSQL databases.
• Basic understanding of website technologies: HTML, CSS, Single Page Applications (SPAs), JAVA, or Angular.
• Knowledge of any tax systems, such as Oracle TRCS or Corptax.

📝 Enhancement Note: The extensive list of preferred skills, particularly in programming languages, databases, and specific tax systems, suggests that candidates with a diverse technical background will be highly valued. The emphasis on "if you have any experience in any of these skills please apply" indicates a willingness to consider candidates with partial alignment, but strong practical experience in the core tools (Power Platform, Alteryx, Excel) is critical.

📊 Process & Systems Portfolio Requirements

Portfolio Essentials:

• Demonstrate experience in designing and implementing process automation solutions using tools like Alteryx, Power Platform, or similar workflow automation software.
• Showcase examples of Business Requirements Documents (BRDs) and User Stories developed for software projects, highlighting your ability to translate business needs into technical specifications.
• Present case studies of custom software solutions you've built or contributed to, emphasizing the problem addressed, the solution designed, and the tangible outcomes achieved (e.g., efficiency gains, cost savings).
• Include evidence of your involvement in quality assurance and testing phases, demonstrating your ability to ensure the accuracy and reliability of developed solutions.

Process Documentation:

• Provide examples of workflow diagrams or process maps that illustrate the "as-is" and "to-be" states of tax processes you've analyzed and improved.
• Showcase documentation related to the SDLC, including how you have worked with development teams, managed user feedback, and contributed to project milestones.
• Present examples of how you have measured the performance and impact of implemented solutions, using metrics to demonstrate ROI or process efficiency improvements.

📝 Enhancement Note: For a role focused on solution design and technology implementation within operations, a portfolio is crucial. It should clearly articulate the candidate's ability to bridge the gap between business needs and technical execution, with a strong emphasis on process improvement and quantifiable results. The "End User Tools" mentioned are key areas to highlight.

💵 Compensation & Benefits

Salary Range:

• Estimated Range: €55,000 - €85,000 per annum (Gross Annual Salary)
• Methodology: This estimate is based on industry benchmarks for Associate to Mid-Level Technical Business Analysts/Solution Designers in Budapest, Hungary, with 4-6 years of experience in finance/technology. Morgan Stanley, as a global financial leader, typically offers competitive compensation packages. Factors considered include the cost of living in Budapest, the specialized nature of the role (tax technology), and the hybrid work arrangement. Exact compensation will depend on the candidate's specific experience, skill set, and interview performance.

Benefits:

• Comprehensive Health & Wellness: Medical, dental, and vision insurance plans; wellness programs; employee assistance programs.
• Retirement & Financial Planning: Competitive pension/401(k) plans, financial advisory services, stock purchase plans.
• Work-Life Balance: Generous paid time off (vacation, holidays, sick leave), parental leave policies.
• Professional Development: Opportunities for training, certifications, conferences, and continuous learning in cutting-edge technologies and financial regulations.
• Hybrid Work Model: Flexibility to balance office-based collaboration with remote work.
• Employee Resource Groups: Access to various affinity networks and employee support groups.

Working Hours:

• Standard full-time work week, approximately 40 hours.
• Flexibility to manage work schedule within core business hours, with potential for occasional extended hours to meet project deadlines or support global operations.

📝 Enhancement Note: Salary ranges for Budapest are generally lower than major Western European or North American hubs, but Morgan Stanley's reputation and the specialized nature of this role would place it at the higher end for the local market. Benefits are expected to be robust given the company's status.

🎯 Team & Company Context

🏢 Company Culture

Industry: Financial Services (Investment Banking, Asset Management, Wealth Management) Company Size: Large Enterprise (Over 10,000 employees globally) Founded: 1935 Company Description: Morgan Stanley is a global leader in financial services, providing a wide array of investment banking, securities, investment management, and wealth management services. They are known for their client-centric approach, innovation, and commitment to ethical practices across more than 40 countries.

Team Structure:

• This role is within the Finance division, specifically the Tax & Advisory group.
• The team likely comprises tax specialists, tax technologists, business analysts, and developers.
• Reporting is likely to a Manager or Director within the Tax Technology or Tax Operations function.
• Close collaboration with global tax teams, IT departments, and business units is expected.

Methodology:

• Data-Driven Decision Making: Emphasizes leveraging data and analytical tools to understand financial and tax implications.
• Process Optimization: Focus on continuously improving workflows and operational efficiency through technology and best practices.
• Agile/SCRUM Principles: Likely adoption of agile methodologies for software development and project management to ensure flexibility and rapid iteration.
• Client-Centricity: A core value, extending to internal "clients" (other departments) by providing robust solutions and support.

Company Website: https://www.morganstanley.com/

📝 Enhancement Note: Morgan Stanley's culture is typically characterized by a strong emphasis on professionalism, performance, and ethical conduct. The Finance division, particularly Tax, requires meticulous attention to detail and compliance. The integration of technology into these functions suggests a forward-thinking approach to operations.

📈 Career & Growth Analysis

Operations Career Level: Associate to Mid-Level (5-10 years of experience). This level requires a solid foundation in relevant technologies and processes, with the ability to work independently on defined projects and contribute to larger strategic initiatives. Reporting Structure: The role reports into the Tax & Advisory function within the Finance division. This provides exposure to core financial operations and strategic tax planning. Operations Impact: This role directly impacts the efficiency, accuracy, and compliance of Morgan Stanley's global tax operations. By automating manual processes and developing custom software, it contributes to cost savings, risk reduction, and improved decision-making for senior management.

Growth Opportunities:

• Specialization: Deepen expertise in tax technology, RPA, low-code development, or specific financial systems (e.g., Oracle TRCS, Corptax).
• Leadership: Progress to a Senior Solution Design Technologist, Technical Lead, or Project Manager role overseeing more complex initiatives.
• Cross-Functional Mobility: Potential to move into broader IT roles, business analysis, or specialized finance/tax positions within Morgan Stanley.
• Skill Development: Continuous learning through company-provided training, certifications (e.g., Six Sigma, Agile), and exposure to diverse technology stacks and financial products.

📝 Enhancement Note: The role offers a clear path for growth within a structured environment like Morgan Stanley. The blend of finance and technology skills is highly sought after, providing strong career mobility both within the firm and across the wider financial services industry.

🌐 Work Environment

Office Type: Hybrid work environment, requiring a balance between in-office collaboration and remote work. Office Location(s): Budapest, Hungary. Specific office details are not provided but can be assumed to be professional, modern corporate offices typical of a global financial institution. Workspace Context:

• Collaborative Spaces: Access to meeting rooms, project areas, and open-plan office environments designed for teamwork and knowledge sharing.
• Technology Infrastructure: Equipped with robust IT infrastructure, high-speed internet, and access to necessary software and hardware for development and analysis.
• Cross-Functional Interaction: Frequent opportunities to interact with colleagues from various departments, including IT, business units, and other finance functions, both locally and globally.

Work Schedule: The hybrid model offers flexibility, allowing for structured workdays that accommodate project needs, team collaboration, and personal work-life balance. Core hours will likely be defined to ensure team availability.

📝 Enhancement Note: The hybrid nature of the role suggests an environment that values both focused individual work and collaborative team engagement. Morgan Stanley's commitment to employee support implies a well-resourced and professional workspace.

📄 Application & Portfolio Review Process

Interview Process:

• Initial Screening: HR or Recruiter screen to assess basic qualifications, interest, and cultural fit.
• Hiring Manager Interview: In-depth discussion about your experience, technical skills, and alignment with the role's responsibilities. Expect questions on your approach to requirements gathering and solution design.
• Technical/Panel Interview: Likely involves a technical assessment or case study, focusing on your problem-solving abilities, tool proficiency (Power Platform, Alteryx, Excel), and SDLC knowledge. You may be asked to walk through a past project.
• Team/Stakeholder Interviews: Meet with potential team members and key stakeholders from the Tax department to evaluate collaboration skills and understanding of business needs.
• Final Interview: Potentially with senior leadership for final approval.

Portfolio Review Tips:

• Structure Your Case Studies: For each project in your portfolio, clearly outline:
  • The Problem: The specific manual process or inefficiency you addressed.
  • Your Role: Your contribution as a Technical Business Analyst or Solution Designer.
  • The Solution: The technology or toolset used (e.g., Alteryx, Power BI, custom script) and key design elements.
  • The Process: How you gathered requirements, designed the solution, and worked with developers.
  • The Results: Quantifiable outcomes such as time saved, error reduction, cost savings, or improved data accuracy.
• Highlight Tool Proficiency: Explicitly mention and demonstrate your use of Alteryx, Power BI, Power Query, Power Apps, Power Automate, and advanced Excel for your solutions.
• Showcase Documentation: Include sanitized examples of BRDs, User Stories, or workflow diagrams to demonstrate your documentation skills.
• Tailor to Tax: If possible, showcase any experience or understanding related to financial or tax processes to demonstrate domain relevance.

Challenge Preparation:

• Process Automation Challenge: Be prepared for a scenario-based question asking you to design a solution to automate a given tax-related process. Focus on identifying steps, potential tools, data sources, and expected outcomes.
• Technical Skills Assessment: Brush up on your Power Platform capabilities, Alteryx workflows, and advanced Excel functions. Be ready to explain how you've used these tools to solve problems.
• Requirements Gathering Scenarios: Practice articulating how you would elicit requirements from a non-technical stakeholder and document them effectively.

📝 Enhancement Note: The emphasis on specific tools like Alteryx and the Power Platform, combined with the need for BRDs and User Stories, means candidates should be ready to demonstrate practical application of these skills. A portfolio showcasing these capabilities will be a significant advantage.

🛠 Tools & Technology Stack

Primary Tools:

• Alteryx: For data preparation, blending, analysis, and workflow automation. Expect questions on building complex workflows and utilizing its various tools.
• Microsoft Power Platform:
  • Power BI: For data visualization, dashboard creation, and reporting on tax data and process performance.
  • Power Query: For data extraction, transformation, and loading (ETL) from various sources, often within Excel or Power BI.
  • Power Automate: For automating repetitive tasks and workflows across different applications and services.
  • Power Apps: For building custom low-code applications to support specific business needs.
• Microsoft Excel: Advanced functionalities, including complex formulas, VBA, and Power Query.
• SharePoint Online: For document management, collaboration, and potentially building simple applications or portals.
• UiPath (Potentially): For Robotic Process Automation (RPA) if involved in automating highly repetitive, rule-based tasks.

Analytics & Reporting:

• Power BI: As mentioned, a key tool for analytics and reporting.
• Excel: For ad-hoc analysis and reporting.

CRM & Automation:

• While not explicitly a CRM role, understanding how data flows from systems that might feed into tax processes is beneficial.
• Power Automate: The primary automation tool mentioned.
• Integration Tools (General Knowledge): Understanding how different systems (e.g., ERPs, tax software) might integrate is a plus.

📝 Enhancement Note: Proficiency in Alteryx and the Microsoft Power Platform is paramount. Candidates should be prepared to discuss specific use cases and demonstrate how they've leveraged these tools to drive efficiency and deliver solutions.

👥 Team Culture & Values

Operations Values:

• Client First: Dedication to serving the needs of internal business units and the firm by providing reliable and efficient tax solutions.
• Doing the Right Thing: Upholding the highest ethical standards and compliance in all operational and design activities.
• Leading with Exceptional Ideas: Proactively seeking innovative solutions to complex problems and driving technological advancements within tax operations.
• Diversity and Inclusion: Valuing diverse perspectives and experiences to foster a creative and inclusive work environment.
• Giving Back: Contributing positively to the firm and the wider community.

Collaboration Style:

• Cross-Functional Partnership: Strong emphasis on working collaboratively with tax specialists, IT developers, and business stakeholders to achieve common goals.
• Proactive Communication: Regular updates, clear articulation of design choices, and active participation in team meetings and discussions.
• Feedback Integration: Openness to feedback from users and development teams to refine solutions and improve processes.
• Knowledge Sharing: Encouraging the sharing of best practices, technical insights, and lessons learned within the team and across departments.

📝 Enhancement Note: The company values are deeply embedded in Morgan Stanley's operations. Candidates should demonstrate how their approach to solution design and process improvement aligns with these principles, particularly client focus, ethical conduct, and innovation.

⚡ Challenges & Growth Opportunities

Challenges:

• Complexity of Tax Regulations: Navigating and translating intricate, ever-changing global tax laws into functional software requirements.
• Legacy Systems Integration: Working with existing infrastructure and potentially older systems that may require complex integrations or workarounds.
• Balancing Innovation with Risk: Implementing new technologies while ensuring data security, compliance, and minimal disruption to critical tax functions.
• Stakeholder Management: Effectively managing expectations and requirements from diverse groups within the Tax department and IT.
• Pace of Technological Change: Keeping up-to-date with the rapid evolution of automation and low-code/no-code technologies.

Learning & Development Opportunities:

• Advanced Tool Training: Access to specialized training for Alteryx, Power Platform, and other relevant technologies.
• Industry Certifications: Opportunities to pursue certifications in Agile methodologies, Six Sigma, or specific software platforms.
• Mentorship Programs: Benefit from guidance from experienced professionals within the Finance and Technology divisions.
• Exposure to Global Operations: Gain insights into international tax strategies and operational challenges faced by a large financial institution.
• Problem-Solving Development: Continuous opportunities to tackle challenging process improvement and system design problems.

📝 Enhancement Note: This role presents significant opportunities for professional development by tackling complex, real-world challenges within a regulated industry. The growth potential is tied to mastering specialized tools and contributing to critical business functions.

💡 Interview Preparation

Strategy Questions:

• "Describe a complex manual process you encountered and how you designed a technological solution to automate it. What tools did you use, and what were the key challenges?" (Focus on your SDLC involvement, requirements, and outcomes).
• "How do you approach gathering requirements from stakeholders who may not be technically savvy? Provide an example." (Highlight your communication and translation skills).
• "Walk me through a time you had to troubleshoot a technical issue with a solution you designed. How did you diagnose the problem and what was the resolution?" (Demonstrate problem-solving and analytical thinking).
• "Imagine you need to build a dashboard in Power BI to track the efficiency of tax filings. What data would you need, what KPIs would you focus on, and how would you present it?" (Showcase your analytical and visualization skills).

Company & Culture Questions:

• "What do you know about Morgan Stanley's values, and how do you see them applying to a role in Tax Technology?" (Research and connect to "Client First," "Doing the Right Thing," etc.).
• "How do you stay current with new technologies and trends in process automation and financial technology?" (Demonstrate initiative and continuous learning).
• "Describe your experience working in a hybrid environment and collaborating with global teams." (Highlight your adaptability and communication skills).

Portfolio Presentation Strategy:

• Tell a Story: For each portfolio example, frame it as a narrative: the problem, your solution, and the impact.
• Quantify Everything: Use numbers and metrics to demonstrate the value of your work (e.g., "reduced processing time by 30%", "improved data accuracy by 95%").
• Show, Don't Just Tell: Be prepared to share your screen and walk through key aspects of your solutions, workflows, or documentation.
• Focus on the "Why": Explain the rationale behind your design choices and technology selections.
• Be Ready for Deep Dives: Anticipate detailed questions about your technical decisions and the challenges you overcame.

📝 Enhancement Note: Thorough preparation, especially around practical examples of using Alteryx and the Power Platform for process automation, will be key. Candidates should be ready to articulate their contributions clearly and concisely, linking their work directly to business value.

📌 Application Steps

To apply for this operations position:

• Submit your application through the provided Morgan Stanley careers portal link.
• Tailor Your Resume: Highlight experience with Alteryx, Microsoft Power Platform (Power BI, Power Query, Power Automate, Power Apps), advanced Excel, and any custom software development or Technical Business Analyst roles. Quantify achievements wherever possible.
• Prepare Your Portfolio: Select 2-3 of your strongest projects that demonstrate process automation, solution design, and the use of relevant tools. Ensure you can clearly articulate the problem, your solution, and the measurable impact. Sanitize any confidential data.
• Practice Your Pitch: Be ready to succinctly explain your background, key skills, and why you are a strong fit for this specific role and Morgan Stanley during initial screenings and interviews. Practice articulating your portfolio examples.
• Research Morgan Stanley: Understand their business, values, and recent news to demonstrate genuine interest and cultural alignment during interviews.

⚠️ Important Notice: This enhanced job description includes AI-generated insights and operations industry-standard assumptions. All details should be verified directly with the hiring organization before making application decisions.