Full-Time

Wealth Management Platforms Business Analyst

Confirmed live in the last 24 hours

Morgan Stanley

Morgan Stanley

10,001+ employees

Global financial services and investment management

Compensation Overview

$85k - $155k/yr

+ Commission Earnings + Incentive Compensation + Discretionary Bonuses + Other Incentive Packages

Senior

Company Does Not Provide H1B Sponsorship

New York, NY, USA

Category
Project Management
Business Development
Business & Strategy
Required Skills
Agile
Information Architecture
Requirements
  • Understanding of financial planning concepts
  • Excellent organizational skills with an ability to handle multiple projects
  • Ability to interact effectively and collaborate with other Business Analysts, product owners and business partners
  • Effective problem solver
  • Experience with business analysis and requirements documentation
  • Strong written and verbal communications skills, ability to interact at all levels of the organization and tailor messages appropriately
  • Independent self-starter who can manage multiple activities to aggressive deadlines
  • Experience with user acceptance testing
  • Excellent communication skills, including the ability to present complex information in a clear and concise manner
  • Ability to collaborate effectively with cross-functional teams and stakeholders at all levels of the organization.
Responsibilities
  • Support product owners with definition and prioritization of product roadmap, release planning, and development and communication of business requirements.
  • Assist with critical user journeys, use cases, workflows, and business processes that align with the product vision/goals and address critical user and control needs.
  • Support prioritized product backlog identify, groom, and validate epics and user stories for agile sprints.
  • Assist with backlog refinement and sprint planning ceremonies to communicate requirements.
  • Specify acceptance criteria, review testing cases/scenarios and perform and oversee user acceptance testing as needed.
  • Work closely with the technology team to assure effective communication of requirements and rapid delivery of key product releases.
  • Collaborate with key stakeholders from business, technology, UX, risk, cyber & fraud, communications, legal & compliance to elicit requirements.
  • Prepare presentations, user demos, and status updates.
  • Working with business partners, gather, organize, and assimilate internal and external feedback to identify and prioritize product gaps, enhancements, and new features.
  • Collaborate with UI/UX team to develop information/interaction architecture, user flows, wireframes, and visual design comps.
  • Team up with program management office to effectively organize and plan product releases.
  • Define, collect, and track KPIs and product/program adoption and usage metrics evangelize for adoption.
Desired Qualifications
  • Bachelor’s degree required. CFP or Master’s Degree a plus.
  • 5+ years of experience as a software business or systems analyst with track record of delivering new innovative web or mobile applications within an agile/scrum development process.

Morgan Stanley provides a variety of financial services, including investment banking, securities, wealth management, and investment management. The firm assists individuals, families, institutions, and governments in raising, managing, and distributing capital to meet their financial objectives. Its services are tailored to the specific needs of clients, utilizing a vast global network and expertise in the financial market. Revenue is generated through advisory fees, asset management fees, trading commissions, and interest income. Morgan Stanley stands out from competitors by emphasizing its core values, which include prioritizing clients, promoting diversity and inclusion, and contributing to the community.

Company Size

10,001+

Company Stage

IPO

Headquarters

New York City, New York

Founded

1935

Simplify Jobs

Simplify's Take

What believers are saying

  • Investment in XOCEAN taps into the expanding blue economy and offshore wind sector.
  • Participation in Databricks' funding highlights growth in data lakehouse architecture importance.
  • Strategic investment in SelectQuote supports digital health market growth potential.

What critics are saying

  • Intensifying competition in wealth management could impact Morgan Stanley's market share.
  • Regulatory scrutiny on trading activities may increase compliance costs.
  • Volatility in global markets poses risks to trading and investment banking revenues.

What makes Morgan Stanley unique

  • Morgan Stanley's global network offers unparalleled access to diverse financial markets.
  • Commitment to ESG investing aligns with growing demand for sustainable financial solutions.
  • Strong focus on innovation in AI-driven software development tools enhances service offerings.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Health Savings Account/Flexible Spending Account

Unlimited Paid Time Off

Paid Vacation

Paid Sick Leave

Paid Holidays

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Mental Health Support

Wellness Program

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