Business Analyst - Assistant Vice President
Wealth Management Platforms
One New York Plaza, NYC
Company Profile:
Morgan Stanley helps individuals, families, institutions and governments raise, manage and distribute the capital they need to achieve their goals. Morgan Stanley provides a wide range of wealth management, investment banking, institutional securities, and investment management services.
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.
Division Profile:
The Wealth Management Platforms organization manages digital platforms and experiences across the Advisor, Workplace and Direct channels, ensuring that our capabilities lead the industry and are delivered and integrated seamlessly.
Position Summary:
The Platform team works closely with Wealth Management product areas to define and drive the Advisor and Client experience. We are in search of a talented and enthusiastic Business Analyst to join our team.
As a Business Analyst on the Advisory Platforms team, you will be responsible for supporting the team that delivers the next-generation Wealth Management platform for Morgan Stanley Advisors focusing on investment advisory account onboarding and maintenance, fees and billing, investment data and asset manager experience. This role will primarily support strategic enhancements to advisory account onboarding and fee billing, with opportunities to support other key platform deliverables.
As a smart, detail-oriented team player who thrives on interacting with individuals across diverse functional areas, you will work to solve tough problems and deliver results on varied projects that help drive efficiency, reduce risk, and generate revenue. This is an amazing opportunity to join a team committed to helping a highly regarded company provide first-class service and solutions to clients.
Key Responsibilities:
Work with platform lead and product owners to support agile technology delivery for key initiatives.
Leverage available internal AI tools to:
Analyze current state system capabilities, dependencies and design
Define target state user journeys, use cases, workflows, and business processes that align with the product goals and address critical user and control needs
Analyze, define, and manage data flows and diverse datasets
Identify, create, and validate epics and user stories for agile sprints
Specify acceptance criteria, generate and review testing cases/scenarios and perform user acceptance testing as needed
Prepare presentations and status updates
Collect and track KPIs and feature adoption and usage metrics as applicable
Create conceptual mock-ups to communicate proposed changes and ideas
Assist platform lead with backlog refinement and prioritization of features
Collaborate with key stakeholders to demonstrate developed capabilities, elicit requirements, and gather and track user feedback
Collaborate with program management office and technology delivery management teams to effectively organize and plan product releases
Qualifications and Required Skills:
Bachelor’s degree required.
Proficient at defining, analyzing, documenting, and communicating product and application requirements in a waterfall, agile and/or hybrid software development setting.
Experience in investment advisory platforms or wealth management is preferred.
Experience in data analysis.
Strong organizational skills and attention to details
Polished written and verbal communication skills.
Self-starter efficient at managing multiple tasks concurrently under deadline constraints
Registration Required:
None
EOE M/F/D/V Committed to Diversity
Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.
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.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
Skills Required
- Bachelor's degree
- Proficient in defining, analyzing, documenting, and communicating product and application requirements
- Experience in investment advisory platforms or wealth management
- Experience in data analysis
- Strong organizational skills and attention to detail
- Polished written and verbal communication skills
- Self-starter efficient at managing multiple tasks concurrently
Morgan Stanley Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Morgan Stanley and has not been reviewed or approved by Morgan Stanley.
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Parental & Family Support — Family support is extensive, with paid parental leave for all parents, adoption and fertility assistance, backup childcare, and eldercare resources. Feedback suggests these programs meaningfully enhance the overall package and help with retention.
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Healthcare Strength — Health coverage spans medical, dental, vision, mental‑health access, care navigation, and expert second opinions. Convenient primary care access and condition‑specific support reinforce the depth of healthcare coverage.
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Equity Value & Accessibility — Equity compensation and stock ownership are positioned as core motivators that encourage commitment and retention. Feedback suggests education and support are provided to help participants manage equity and related financial benefits.
Morgan Stanley Insights
What We Do
Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide its more than 60,000 employees in 1,200 offices across 41 countries.
