Lead Business Analyst - Parametric

Morgan StanleyBoston, MA
Hybrid

About The Position

Morgan Stanley is a leading global financial services firm. Parametric, part of Morgan Stanley Investment Management, is a leader in custom solutions for more than 30 years, helping investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios. This role is part of Parametric's hybrid working model, requiring 3 days in the office per week. The Platform Solution Management team is responsible for defining and enabling cross-platform business solutions. The Lead Business Analyst is a high-impact individual contributor with potential management responsibilities, partnering with business and technology teams to deliver technical products from inception through ongoing maintenance, supporting enterprise transformation at Parametric. The role requires a proactive, self-directed individual who engages cross-functional partners, drives alignment, and independently identifies and resolves issues. This role models best practices in stakeholder engagement and business analysis.

Requirements

  • Bachelor’s degree required
  • Minimum of 8 years of experience in business analysis
  • Strong domain knowledge of asset management and equity direct indexing
  • Communicate effectively, both verbally and in writing, with peers, technology colleagues, and business partners, including strong questioning and listening skills
  • Tailor communication to the audience, delivering clear and concise messaging appropriate to their level of understanding and interest.
  • Document meetings and work, and communicate decisions through concise written content
  • Strong experience in querying, mapping and documenting data
  • Advanced experience working with Agile/Lean/Kanban software development processes
  • Advanced skills using a variety of tools to document workflows and data mapping, including but not limited to Excel, Visio, Lucid, and Figma
  • Understanding of analysis and documentation goals throughout the project lifecycle
  • Ability to learn quickly and adapt in a fast-paced, high-demand environment
  • Ability to independently manage personal timelines and meet deadlines
  • Ability to successfully manage multiple initiatives and deliverables simultaneously
  • Experience prototyping with AI capabilities
  • Advanced skills using data analysis tools including SQL, Excel, Visio, Lucid, Figma, Tableau, and Python

Responsibilities

  • Conduct user research and requirements elicitation with business partners to define the business need, clarify impacts, and translate findings into clear analysis deliverables.
  • Gather, analyze, and document business requirements to support design and development, including current and future state workflows, user stories, acceptance criteria, data mappings, and wireframes or prototypes as needed.
  • Partner with business stakeholders, developers, and cross-functional teams to align solution direction, advocate for business needs, and identify dependencies across systems, data, and processes.
  • Facilitate cross-functional meetings and workshops that drive decisions on target operating models, business processes, and data-related policies.
  • Support solution delivery by contributing to backlog development and prioritization, advising development teams and product owners on business-facing enhancements, and adapting effectively to Agile or other ways of working.
  • Assist with user acceptance testing, validate production readiness and completeness, and support successful business adoption of delivered solutions.
  • Apply strong knowledge of Parametric’s asset management business, technology landscape, and enterprise objectives to inform analysis, recommendations, and future-state decision-making.
  • Use AI and other tools to improve the quality, efficiency, and strategic value of analysis work products and solution outcomes.

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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