Financial Planning Business Analyst - Associate

Morgan Stanley•New York, NY

2d•$58,000 - $115,000

About The Position

Business Analyst - Financial Planning, Associate Wealth Management Platforms Location: New York Plaza 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. 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. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Wealth Management (WM) Platforms manages industry-leading platforms, across all WM channels and client segments, to provide a unified digital experience, unlock growth, and deliver efficiencies for Advisors, Clients, and Institutions. It manages digital products used by over 16,000 Financial Advisors across the firm. WM Platforms consists of nine sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow Solutions, Digital Trading & Investing, UX Design & Research, Strategy & Execution. Business Control & Support, and the Chief Operating Office. The Field Experience & Platforms Team is responsible for delivering and maintaining a best-in-class, holistic wealth management experience for our Advisors to meet our clients wherever they are throughout their life-cycle.

Requirements

BS/BA degree required. Advanced degrees a plus.
A minimum of 3 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

Responsibilities

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