We're seeking someone to join our team as a Business Analyst in Wealth Management Operations to support the delivery of the change efforts led by the department in a dynamic environment and taking the lead on items as assigned. The individual will work closely with other team members, stakeholders, and management to elicit and document requirements, interface with technology teams on deliverables, and perform aspects of project management as required by the PMO or team leader.
In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Associate level position level position within the Change, Analytics & Strategy, which is responsible for developing operating and technology strategies, managing, and executing transformation initiatives, leading Agile fleet activities, driving innovation, developing analytics solutions, and delivering business outcomes.
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Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
What you'll do in the role:
- Drive the completion and delivery of assigned items, working independently or part of a team as required.
- Lead simple working sessions & discovery with internal teams and stakeholders to understand and document the business requirements.
- Capture the detailed level of requirements in epics and user stories.
- Using review sessions, research, and SME feedback to update requirements until agreed with stakeholders and confirmed into the development cycle.
- Support senior team members to drive closure on specific items, build consensus and promptly close out business decisions, or deliver smaller assigned items.
- Working knowledge of testing and the ability to write test plans, test cases and perform testing of deliverables.
- As requested, conduct project status meetings, document meeting agenda and minutes and provide project status reports to the program lead & PMO.
- Establish project plans and follow up on action item.
- Execute processes/functions and/or support process management and project efforts, leveraging knowledge of the systems, markets and instruments that influence the team.
- Recognize risk in day-to-day processes to draw out the key issues and contribute to process improvements.
- Build relationships within team and internal stakeholders, sharing knowledge to contribute to team output Participate in projects and initiatives, aiding in solution formulation with a focus on timely execution.
What you'll bring to the role:
- Ability to establish clear goals and priorities and address non-standard issues within area of expertise with minimal guidance and supervision.
- Subject matter expertise in business area supported, client requirements, and ability to ensure control is not compromised to comply with client requests
- Culture carrier across Operations, embracing the Firm's core values.
- BA/BS in business, management, engineering, or related field
- Understand Software Development Lifecycle (SDLC), Agile & Hybrid approaches.
- 1-3 years of business analysis experience in brokerage or related field is required.
- Experience in testing is preferred - SIT, UAT and Regression.
- Working knowledge of data tools, extraction and data analysis preferred
- Proven teamwork skills to deliver on-time product and project results.
- Analytical thinker, with excellent written and verbal communication
- Demonstrate ownership and sense of urgency in resolving issues.
- Technical experience with financial systems and workflows is preferred.
- Project management and business analysis certifications are preferred.
At Morgan Stanley India, we support the Firm's global businesses across Institutional Securities, Wealth Management and Investment management, as well as in the Firm's infrastructure functions including Technology, Operations, Finance, Risk Management, Legal and Corporate Services. Morgan Stanley has been rooted in India since 1993, with modern campuses in both Mumbai and Bengaluru. Learn more about our unmatched culture in Morgan Stanley India.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our 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 our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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.
We're committed to bringing passion and customer focus to the business.
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.