Business Analyst, Marketing Automation - Assistant Vice President

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

Business Analyst, Marketing Automation - Assistant Vice President

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.

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. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Morgan Stanley Wealth Management's Corporate and Institutional Solution's team partners across the organization to acquire more clients for the firm. This role is particularly focused on enhancing and leveraging marketing technology and platforms to acquire new clients and to deepen our relationships with existing clients.
This business analyst will be responsible for analyzing processes, applications, and tools, defining requirements, and supporting execution of projects to change and enhance our business, and developing expertise with the products processes they support. They will proactively contribute to changes in processes and procedures, and act as experts in their area. They may provide support to more than one manager or business unit and they must be able to prioritize their own time to meet agreed targets and objectives. They may also be involved in coordinating activities that extend beyond their own area of expertise.

Specific responsibilities include:
• Determining required solutions and assisting in implementations
• Documenting 'as is' and 'to be' processes and business /functional
requirement documents, including data flow, business rules, and use cases
• Information gathering activities such as surveying, analyzing and evaluating
processes, products and services, by using a variety of internal and/or external
• Ensure Agile/Scrum concepts and iterative development principles are
adhered to, must be able to be a voice of reason and authority, make the tough
• Run daily team Scrum meetings and own ongoing Sprint planning / release
• Assist in the change management and QA/Testing phases of the project
• Assist in coordinating business unit subject matter expert meetings in order to
solicit and cross-reference business and functional requirements
• Help ensure project team is adhering to project plans and helping to identify
and resolve discrepancies

Key Deliverables:
• Process documentation
• Business requirements / user story documentation
• Recommendations for improvements, solutions and respective implementation


Skills Required:
• Minimum 3+ years in a large complex banking organization or major consulting
o rganization focused on a Business Analysis type role
• Deep experience using Agile / iterative and traditional waterfall development
concepts in a high pressure environment and has been a scrum master on
multiple projects
• Excellent interpersonal skills and ability to thrive in a collaborative environment
• Goal-orientated, self-motivated and adapts to changing situations and
• Strong organizational and analytical skills; must be detail orientated

Skills Desired:
• Minimum 2+ years marketing platform experience (e.g. Salesforce Marketing
Cloud, Adobe Experience Cloud, etc.)
• Scrum Master experience
• QA Testing experience of applications in a financial services environment
• Familiarity with the banking and brokerage regulatory environment (i.e. OCC
regulations, FINRA, Fed regulations, Regulatory reporting, FFIEC/FDICIA)