Business Analyst - Financial Planning, AVP

Morgan Stanley•New York, NY

2d•$85,000 - $140,000

About The Position

Key responsibilities will include but will not be limited to the following: As part of the Financial Planning team, this individual will support the development and management of the firm's financial planning and advice tools. Business requirement development and agile story development, including story grooming, impact analysis and issue tracking and resolution. Assist with requirements socialization and approval process. Facilitate business requirement elaboration and analysis sessions to drive the development of functional requirements. Work directly with the product owners to ensure that specific initiatives supporting the platform strategy are executed. Work closely with user experience teams to design solutions that meet business needs. Review functional and data requirements. Review test plans, test scripts and test data for UAT phase. Review test results and participate in user acceptance testing, including participating in defect status / review meetings, reporting issues, provide guidance and clarification to UAT team and sign off on required changes. Assist in release events and required regression testing 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. 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. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Requirements

BS/BA degree required
A minimum of 5 years of professional experience preferably in financial planning or wealth management
2-3 years of business analyst experience, preferably in the financial planning tool development space
Experience with agile development methodology
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

Nice To Haves

Advanced degrees a plus

Responsibilities

Support the development and management of the firm's financial planning and advice tools
Business requirement development and agile story development, including story grooming, impact analysis and issue tracking and resolution
Assist with requirements socialization and approval process
Facilitate business requirement elaboration and analysis sessions to drive the development of functional requirements
Work directly with the product owners to ensure that specific initiatives supporting the platform strategy are executed
Work closely with user experience teams to design solutions that meet business needs
Review functional and data requirements
Review test plans, test scripts and test data for UAT phase
Review test results and participate in user acceptance testing, including participating in defect status / review meetings, reporting issues, provide guidance and clarification to UAT team and sign off on required changes
Assist in release events and required regression testing