Business Analyst – Offers Platform, Assistant Vice President
About The Position
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. The ideal candidate will work closely with the Product team and the Wealth Management Marketing team to support the Offer Engine platform and operations, which enables enrollment, tracking and fulfillment of client incentives and promotions, delivered across multiple channels. The role will assist the VP of Marketing Operations with gathering requirements, maintaining documentation, testing, and preparing reports to ensure accurate and effective offer delivery. This position provides an excellent opportunity to gain hands-on experience in digital marketing, product operations, exposure to agile project delivery and cross-functional collaboration within a large financial institution.
Requirements
- 5-7 years of relevant experience in technology, digital marketing, product management, or marketing operations.
- Bachelor’s degree in technology, Marketing, Information Systems, or a related discipline.
- Exceptional attention to detail, organization, and follow-through.
- Excellent communication skills and ability to work collaboratively across teams.
- Experience in with SQL, JavaScript, XML, HTML.
- Proficiency in Microsoft Office (Excel, PowerPoint, Word); familiarity with Jira or Confluence is a plus.
- Experience in financial services or other regulated industry
- Eagerness to learn digital communication processes and tools within a large, regulated organization.
Nice To Haves
- familiarity with Jira or Confluence is a plus
Responsibilities
- Configure new promotions, conduct testing and monitor active offer engagement
- Support the Product Team in gathering and documenting business requirements from internal and external stakeholders.
- Coordinate testing and preparing/reviewing reports across multiple offers.
- Maintain and update offer alerts across all product promotions
- Prepare and organize documentation, including business requirements, user stories, test cases, and training materials.
- Coordinate with technology, marketing, and business partners to track project progress and testing outcomes.
- Participate in user acceptance testing (UAT) to validate offer functionality and accuracy prior to release.
- Assist and monitor customer inquiries involving Risk, Legal, Compliance, and Operations.
- Update and maintain project dashboards, reports, and presentation materials for tracking progress and key metrics.
- Support ongoing releases by coordinating with technology teams to ensure timely and successful deployment of updates and new functionalities.
- Monitor performance and address any issues that arise post-launch.
- Support requirement-gathering activities by documenting business needs from internal stakeholders.
- Provide support as needed for audits and general inquiries
- Stay updated on best practices, tools, and trends in digital communications and marketing technology.
- Contribute to project planning, release readiness, and business sign-off processes
Benefits
- Medical
- Prescription Drug
- Dental
- Vision
- Health Savings Account
- Dependent Day Care Savings Account
- Life Insurance
- Disability and Other Insurance Plans
- Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually)
- 10 Paid Holidays
- 401(k)
- Short/Long Term Disability
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
