Advisory Platforms – Business Analyst

  • Competitive
  • New York, NY, USA
  • Permanent, Full time
  • Morgan Stanley USA
  • 21 May 19

Advisory Platforms – Business Analyst

POSITION SUMMARY: Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services. The Platform team works closely with Wealth Management product areas to define and drive the Advisor and Client experience, and we are in search of a talented and eager Business Analyst to join our team. As an AVP on the Modern Trading Platform team, you will work alongside a Platform lead to build the next-generation Wealth Management Trading platform for Morgan Stanley Advisors. You will play a critical role in defining the strategic vision and delivering the new product agnostic trading platform. Responsibilities include: • Provide support throughout the entire Platform enhancement lifecycle, from initial scope development, scope and requirements documentation, through Platform testing and launch, to subsequent releases. Document overall product feature prioritization, develop user stories, and work within agile teams. • Participate in platform design and development, and monitor implementation timelines across different product/feature teams. • Lead discussions and devise solutions to address Advisor/CSA platform pain points. • Support requirements elicitation workshops and meetings with business and technology stakeholders. • Elaborate on critical user journeys and use cases that align with the program vision and address critical customer needs. • Map out critical workflows and business processes to realize product/program goals. • Support requirement review sessions with program stakeholders. • Assist in gathering, organizing and assimilating internal and external feedback to support the prioritization of product/program gaps, enhancements, and new solutions and features. • Support collaboration with UI/UX team to develop information/interaction architecture, user flows and wireframes. • Partner with program management to plan and monitor overall product/program releases • Assist with the development of adequate launch support across non-technology teams, including Field and Service Ops, Legal, Risk, Compliance and Platform teams. • Specify acceptance criteria and scenarios and perform UAT as needed. • Track platform adoption and usage metrics.

Qualifications:

• Bachelor's Degree required. • At least 3-5 years experience in the Financial Services Industry in a Business Analyst/Manager role developing financial applications for Retail and/or Institutional clients. • Extensive knowledge of buy and sell side securities trade processing rules and workflows. • Deep knowledge of front to back order lifecycle for at least one financial product. • Proficient at defining, analyzing, documenting, and communicating product and software requirements in an agile software development setting. • Self-starter with entrepreneurial drive and demonstrated ability to achieve stretch goals in a fast-paced, dynamic environment. • Efficient at managing multiple tasks concurrently under deadline constraints. • Ability to gather, analyze and synthesize a significant amount of information, and turn it into a compelling platform vision. • Ability to interact with senior management team, Financial Advisors, support staff, third party relationships, and corporate and field personnel as needed. • Ability to organize and prioritize work, meet deadlines, and complete projects.