Morgan Stanley

Director - Business Analyst - Client Based Financial Planning (Wealth Management)

Posted On

May 16, 2024

Location

Mumbai, Maharashtra

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

July 17, 2024

Job Description

Company Profile:

Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.

At Morgan Stanley India, we support the Firm’s global businesses, with critical presence across Institutional Securities, Wealth Management and Investment management, as well as in the Firm’s infrastructure functions of Technology, Operations, Finance, Risk Management, Legal and Corporate & Enterprise Services. Morgan Stanley has been rooted in India since 1993, with campuses in both Mumbai and Bengaluru. We empower our multi-faceted and talented teams to advance their careers and make a global impact on the business. For those who show passion and grit in their work, there’s ample opportunity to move across the businesses.

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.

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 Wealth Management Investment Platforms team is responsible for supporting the creation, on-going development of the latest solutions for Morgan Stanley clients, prospective clients and financial advisors. The FA Platforms team manages digital products used by over 16,000 Financial Advisors across the firm. The Financial Planning Group within the Wealth Management Investment Platforms is responsible for the financial planning and advice tools( Client goal based financial planning) platforms leveraged by Morgan Stanley Financial Advisors and clients.

Key Responsibilities:

Key responsibilities will include but will not be limited to the following:

Support product owners with definition and prioritization of product roadmap, release planning, and development and communication of business requirements.
Assist with critical user journeys, use cases, workflows, and business processes that align with the product vision/goals and address critical user and control needs.
Support prioritized product backlog identify, groom, and validate epics and user stories for agile sprints.
Assist with backlog refinement and sprint planning ceremonies to communicate requirements.
Specify acceptance criteria, review testing cases/scenarios and perform and oversee user acceptance testing as needed.
Analyze, define, and manage data flows/models and diverse datasets to define requirements and expected behavior for Morgan Stanley's digital planning solutions.
Work closely with the technology team to assure effective communication of requirements and rapid delivery of key product releases.
Collaborate with key stakeholders from business, technology, UX, risk, cyber & fraud, communications, legal & compliance to elicit requirements.
Prepare presentations, user demos, and status updates.
Gather, organize, and assimilate internal and external feedback to identify and prioritize product gaps, enhancements, and new features.
Collaborate with UI/UX team to develop information/interaction architecture, user flows, wireframes, and visual design comps.
Team up with program management office to effectively organize and plan product releases.
Define, collect, and track KPIs and product/program adoption and usage metrics evangelize for adoption.

Experience:

Bachelor’s degree required. Master’s degree will be a plus.
7+ years of experience as a software business or systems analyst with track record of delivering new innovative web or mobile applications supporting complex backend analytics within an agile/scrum development process.

Required Skills:

Must have experience working on complex backend calculators/algorithms in the financial services domain.
Must have some basic understanding of Monte-Carlo analysis/methodology.(good to have)
Proven track record of delivering successful digital products on time and within scope.
Experience working in an Agile development environment.
Excellent communication skills, including the ability to present complex information in a clear and concise manner.
Ability to collaborate effectively with cross-functional teams and stakeholders at all levels of the organization.

"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".

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