Business Analyst , Platforms, Associate, Wealth Management

About Morgan Stanley

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.

Morgan Stanley is committed to helping its employees build meaningful careers and we strive to be a place for people to learn, achieve and grow.

Key Responsibilities:

Functional Business Analysis:

Act as liaison between Business and IT for requirements.

Create clear, concise and complete functional specifications & requirements within an Agile framework.

Collaborate with developers to test and verify that solutions will meet the business requirements.

Provide training support for the Business

Participate in presentations for end users. Provide demos as needed.

Acquire knowledge of platforms, applications, and peripheral systems to become a subject matter expert in these areas.

Testing:

Define and validate primary use cases to ensure they meet business needs and user expectations.

Collaborate with stakeholders to analyze business requirements End to End, ensuring alignment with business objectives.

Document functional specifications and business rules for stakeholders.

Develop comprehensive test scenarios with a focus on the end-user experience, conducting functional, regression, and end-to-end testing.

Create and maintain test accounts; support production checkouts and be flexible with working hours, including coordination with teams in other regions and during release weekends.

Work effectively in an Agile Squad with stakeholders from Technology and Platforms teams; liaise with the Technology QA Team to ensure efficient coverage.

Assist in refining acceptance criteria to ensure completeness and comprehensiveness.

Status Reporting and Ceremony Participation:

Participate in and contribute to Scrum ceremonies, including sprint planning, daily stand-ups, and refinement sessions.

Provide testing status updates to Squad, PO and UAT Leads, escalate risks and issues, and manage defects.

Supporting and Planning:

Create test plans, test cases, and scripts; conduct testing of negative scenarios to ensure systems meet standards and end-user requirements.

Serve as a proxy to Product Owners to support testing, including the review, prioritization, and management of defects.

Proactively reflect on work accomplished, identify current and potential blockers, and plan next steps.

Create user stories in Jira based on conveyed business requirements. Conduct grooming sessions as needed

Experience, Qualifications and Skills Required:

BS/BA degree

Professional experience in the financial services industry, Wealth Management, or FinTech.

Minimum 3-6 years of experience in UAT and/or as a Business Analyst, preferably in Wealth Management, Financial Services, Banking or Technology organizations.

Minimum 3 years Salesforce experience

Strong knowledge of solution development methodologies (i.e. Agile, Waterfall, SDLC)

A technical understanding of system integrations, API, .net, etc.

Strong written and verbal communications skills, ability to interact at all levels of the organization and tailor messages appropriately

Ability to represent and document business processes, interaction flows, data flow processes, use cases, test cases, business requirements, user stories, etc.

Strong presentation skills, including ability to create polished PowerPoint presentations for various levels of management

Independent self-starter who can manage multiple parallel work streams and initiatives to aggressive deadlines

Detailed, organized, and results-oriented

Ability to work effectively in a fast paced, high energy, team-oriented environment

Ability to effectively manage through change

Highly skilled in Microsoft Excel, PowerPoint and Word

Preferred Skills:

Experience in SQL scripting.

Proficiency in test script automation.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. 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. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. 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.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.