Business Analyst - Assistant Vice President
Wealth Management Platforms
One New York Plaza, NYC
Company Profile
Morgan Stanleyhelpsindividuals, families,institutionsand governments raise,manageand distribute the capital they need to achieve their goals.Morgan Stanleyprovidesa wide range ofwealth management,investment banking,institutionalsecurities,andinvestment management services.
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,excellenceandstrongteamethic Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow.
DivisionProfile
The Wealth Management Platforms organization manages digital platforms and experiences across the Advisor, Workplace and Direct channels, ensuring that our capabilities lead the industry and are delivered and integrated seamlessly.
The Platform team works closely with Wealth Management product areas to define and drive the Advisor and Client experienceWe arein search of a talented andenthusiastic Business Analystto join our team.
Asa Business Analyst on theAdvisory Platforms team, you willbe responsible for supporting the team that deliversthe next-generation Wealth Management platform for Morgan Stanley Advisors focusing oninvestment advisoryaccount onboarding and maintenance, fees and billing, investment data and asset manager experience. This role will primarily supportstrategicenhancements toadvisory account onboardingand fee billing, with opportunities to support other keyplatformdeliverables
As a smart, detail-oriented team player whothrives oninteracting with individuals across diverse functional areas, you will work to solve tough problems and deliver results on varied projects that help drive efficiency, reduce risk, and generate revenue. This is an amazing opportunity to join a team committed to helping a highly regarded company provide first-class service and solutions to clients.
Key Responsibilities:
Work with platform lead and product ownerstosupportagiletechnology delivery for key initiatives
Leverageavailableinternal AI toolsto
Analyzecurrentstatesystem capabilities,dependenciesanddesign
Definetargetstate user journeys, use cases, workflows, and business processes that align with the product goals and address critical user and control needs
Analyze, define, and manage data flows and diverse datasets
Identify, create, andvalidateepics and user stories for agile sprints
Specify acceptance criteria,generate andreview testing cases/scenarios and perform user acceptance testing as needed
Prepare presentationsand status updates
Collectand track KPIs andfeatureadoption and usage metricsas applicable
Createconceptual mock-ups to communicate proposed changes and ideas
Assistplatform leadwith backlog refinement andprioritization of features
Collaborate with key stakeholders todemonstratedeveloped capabilities, elicit requirements, and gatherand track userfeedback
Collaboratewith program management officeand technology delivery managementteamsto effectively organize and plan product releases
Qualificationsand Required Skills:
Bachelor’sdegreerequired
Proficientatdefining, analyzing, documenting, and communicating product and application requirements in a waterfall,agile and/or hybrid software development setting.
Experienceininvestment advisory platforms orwealth managementis preferred.
Experience in data analysis.
Strong organizational skillsand attention to details
Polished written and verbal communication skills
Self-starter efficient at managing multiple tasks concurrently under deadline constraints
Registration Required:
None
EOE M/F/D/V Committed to Diversity
Morgan Stanley is an equalopportunitiesemployer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce iscomprisedof individuals drawn from a broad cross section of the global communities in which weoperateand who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion isevidentthrough our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.
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.
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 visithttps://www.morganstanley.com/people-opportunities/eeo
Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, our firm's employees serve clients worldwide including corporations, governments, institutions and individuals.
We are committed to maintaining the first-class service and high standard of excellence that have always defined the firm and everything we do is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back.
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