Job Description

CORDS UAT CTB Role
Location: Bengaluru
Title: Senior 'KYC' Business Analyst

Company Profile - Provided Centrally
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.

Division Profile
One of the largest divisions in the Firm, Operations is the first line of defense for Morgan Stanley's financial and reputational well-being and essential in delivering value to our clients. Operations has a world-class team of innovative and dedicated professionals, with a unique vantage point in the Firm interacting with all parts of the business, front to back. Operations leadership is passionate about people development and providing best in class employee opportunities through a diverse and inclusive work environment defined by open communication, collaboration, learning, and proactive career management.

Department Profile
Client Onboarding and Regulatory Services (CORDS) is a global group with offices in New York, Baltimore, London, Glasgow, Tokyo, Hong Kong, Mumbai and Bangalore. The group operates within Shared Services & Banking Operations (SSBO) and partners closely with Business, Legal and Compliance Division, Risk Management and Technology to assist the Firm in complying with regulatory obligations that involve client data, documentation and reporting requirements. Background on the team (CRS) - Provided Centrally

Background On the Role:
The CRS Change the bank team within CORSUAT Team will work with Advisory, Technology, the Client Regulatory Services (CRS) Product Delivery and Operational teams across KYCOnboarding, Refresh, Regulatory and Screening to ensure the consistent and effective deployment of transformational initiatives through project management and UAT oversight activities.
Primary Responsibilities:
The individual will be required to:

- Work with product owners to groom product feature backlog items
- Plan and prioritize product feature backlog and development for the product
- Assess value, develop cases, and prioritize stories, epics and themes to ensure work focuses on those with maximum value that are aligned with product strategy
- Provide backlog management, iteration planning, and elaboration of the user stories

- - Develop and communicate testing approach and present plans to stakeholders
- - Coordinate with release management team on test cycle schedule and testing readiness
- - Analyze and create test scenarios/scripts for user acceptance and regression testing based on functional specifications and business requirements
- - Lead user acceptance testers in test preparation, planning and execution efforts
- - Assist testers in documentation of test results and ensure the test requirements are met
- - Identify project risks and defects and develop mitigation plans and workarounds as necessary
- Assist in backlog management, iteration planning and elaboration of user stories

- Coordinate with technology partners to resolve defects to ensure proper implementationWork with product owners to groom product feature backlog items

- - Update and maintain inventory of test scripts developed for each project release and regression testing to ensure alignment with the current system functionality
- - Partner with technology to Required Experience:
- Have 4+ years professional experience at a large financial institution
- Have a 4 year college degree with outstanding academic credentials
- Have previous experience with UAT and regression testing
- Have a knowledge of testing life cycle
- Experience in Agile Scrum Development preferred
- Experience of program co-ordination/administration
- Experience of managing projects, or exposure to the end to endend-to-end project lifecycle, or managing substantial parts of the project lifecycle
- Experience of working within a structured project management framework
- Knowledge of project management tools and techniques
- Subject Matter experience in Client and Party Reference Data management and, including:
> KYC (Know-your-Client) and AML processes, regulations and technology
> Client Onboarding Workflow
> Negative News, Politically Exposed Persons, OFAC/Sanctions screening toolsets and methodologies
> Financial services regulatory environment, including but not limited to KYC, MIFID, EMIR, Dodd Frank and other regulations that impact traded markets and investment banking businesses
> Capital markets products and services
> Derivatives
Desired Skills/Traits
- Strategic Thinker
- Quick self-starter, proactive attitude with ability to work in a fast changing environment and with international locations
- Organizational effectiveness - establish relationships, work within an enterprise
- Detailed orientated, strong organizational skills
- Excellent analytical and problem solving skills
- Strong verbal and written communications skills with an ability to express complex technical concepts in business terms and to report to management
- Skill at managing stakeholder groups and balancing diplomacy and tact with assertiveness
- Strong prioritization skills to balance key priorities and arrive at decisions to balance cost vs benefits
- Have excellent interpersonal skills necessary to work effectively with colleagues
- Have the ability to facilitate meetings among stakeholders with diverse points of view
- Works well in undefined situations
- Intellectually curious, growth mindset

Coverage:
Monday to Friday from 9:00 AM to 6:00 PM / 2 PM - 11 PM IST. Coverage is dependent on business needs so flexibility on required finish time or full day's coverage may be required during some Indian holidays

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 visit: https://www.morganstanley.com/people-opportunities/eeo