Business Analyst - Assistant Vice President
Wealth Management Platforms
One New York Plaza, NYC
Position Summary:
The Platform team works closely with Wealth Management product areas to define and drive the Advisor and Client experience. We are in search of a talented and enthusiastic Business Analyst to join our team.
As a Business Analyst on the Advisory Platforms 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 advisory 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:
- Analyze current state system capabilities, dependencies and design
- Define 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
- Specify acceptance criteria, generate and review testing cases/scenarios and perform user acceptance testing as needed
- Prepare presentations and status updates
- Collect and track KPIs and feature adoption and usage metrics as applicable
- Create conceptual mock-ups to communicate proposed changes and ideas
- Assist platform lead with backlog refinement and prioritization of features
- Collaborate with key stakeholders to demonstrate developed capabilities, elicit requirements, and gather 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, agile and/or hybrid software development setting.
- Experience in investment advisory platforms or wealth management is preferred.
- Experience in data analysis.
- Strong 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:
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.
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