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Business Analyst - Assistant Vice President

Morgan Stanley · New York, NY
Salary $140K – $140K
Category Operations
Type Full Time
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Job description

Business Analyst - Assistant Vice President Wealth Management Platforms One New York Plaza, NYC Company Profile : Morgan Stanley   hel ps   individuals, families,   institutions   and governments raise,   manage   and distribute the capital they need to achieve their goal s. Morgan Stanley   provides   a wide range of   wealth management,   investment banking,   institutional   securities,   and   investment 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,   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. Division   Profile : 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.

Position

Summary

The Platform team works closely with Wealth Management product areas to define and drive the Advisor and Client experienc e . We are   in search of a talented and   enthusiastic Business Analyst   to join our team. As   a Business Analyst on the   Advisory Platform s team , you will   be responsible for supporting the team that delivers   the next-generation Wealth Management platform for Morgan Stanley Advisors focusing on   investment advisory   account onboarding and maintenance, fees and billing, investment data and asset manager experience.

This role will primarily support   strategic   enhancements to   a dvisory account onboarding   and fee billing , with opportunities to support other key   platform   deliverables . As a smart, detail-oriented team player who   thrives on   interacting 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 owners   to   support   agile   technology delivery for key initiatives .
  • Leverage   available   internal AI tools   to :
  • A nalyze   current   stat e   system capabilities,   dependencies   and   design
  • Def ine   target   state 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, and   validate   epics and user stories for agile sprints
  • S pecify acceptance criteria,   generate and   review testing cases/scenarios and perform user acceptance testing as needed
  • Prepare presentations   and status updates
  • C ollect   and track KPIs and   feature   adoption and usage metrics   as applicable
  • C reat e   conceptual mock-ups to communicate proposed changes and ideas
  • Assist   platform lead   with backlog refinement and   prioritization of features
  • Collaborate with key stakeholders t o   d emonstrate   developed capabilities , e licit requirements , and g ather   and track user   feedback
  • Collaborate   with program management office   and technology delivery management   teams   to effectively organize and plan product releases

Qualifications

and Required Skills:

  • Bachelor’s   degree   required .
  • Proficient   at   defining, analyzing, documenting, and communicating product and application requirements in a waterfall,   a gile and/or hybrid software development setting.
  • Experience   in   investment advisory platforms or   wealth management   is preferred.
  • Experience in data analysis.
  • S trong organizational skills   and 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 equal   opportunities   employer. We work to provide a supportive and inclusive environment where all individuals can maximize 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 talent s. 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 $85,000 and $140,000 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 .