Business Analyst - Job Description
Position Description
This position is for a Business Analysis for the Investment Products and Advisor Platform.
The charter of this team is to provide business analysis support for the Investment Products and Advisor Platform department to help drive the requirements, execution of the technical design and strategy of the platform to meet the goals of the business and delivery/implementation.
Responsibilities:
- Demonstrate up-to-date expertise in Information Systems
- Stay current with customer needs and strategies; utilizing formal and informal written communication methods (for example, emails, newsletters, PowerPoint presentations, executive updates, task lists, updates) to communicate updates and findings; and facilitating project meetings and presentations to all types of diverse audiences (for example, senior management, Customers, technical staff)
- Identify, create and facilitate process design changes by conducting business and systems process analysis and design at a complex level; focusing on quality improvement and data management; ensuring data is reliable and valid; developing process improvements or reengineering and recommending elimination; integrating new systems and processes with existing ones
- Identify improvement opportunities (proactive and reactive)
- Elicit and clearly document business and systems requirements
- Assess business process and system inefficiencies
- Demonstrate fluency in business processes and process differentiation
- Create and maintain issue logs, meeting minutes, meeting schedules, project summaries and updates.
- Support system conversions, upgrades, enhancements
- Identifies opportunities for improving business processes through information systems
- Plans, organizes and conduct walkthrough with Business Units and Technical team for common understanding across teams of requirements and sign off
- Liaison between Business Users and Technical team in analysis & design and with QA partners in verifying test outcomes Requirements:
- Must have experience working on large scale projects
- Exposure to Agile is a Must
- Wealth Management / Investment Management background (Front Office, Middle Office, Back Office Activities)
- In-depth knowledge of portfolio management specifically as it relates to investments product trading, order management system, execution processes for various asset class, including the booking models and regulatory compliance.
- Understanding and Exposure to Financial Data (specifically, Balances, Position, Activity, Performance, Asset Allocation, Projected Income, Gain and Loss)
- Data analysis Experience - Must have proficiency with SQL, Microsoft Excel
- Well defined and structured individual who can document, track and work on Functional, Technical and Data requirements seamlessly with minimum supervision
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Skills and Proficiency:
- Communication
- Technical Understanding
- Problem Solving
- Leadership
- Teamwork
- Business Operations
- Multitask
- Data Analysis
- Process Discovery and understanding
- Excellent communication skills, both verbal and written
- Wealth Management Back Office experience
Furthermore, this position will work with the ScrumMaster, Product Owners, PMs and business/data analysts in the team and work with other platform teams, driving issue analysis & resolution, educating peers, and drive the project throughout the SDLC process until execution.
The candidate should be flexible, highly adaptable and excellent team player. The candidate should expect to work in a global virtual team along with NY and India team members, sometimes across multiple time zones. The ideal candidate will be a self-motivated team player committed to delivering on time and should be able to work under minimal supervision.
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 89 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.
Expected base pay rates for the role will be $150,000 - $190,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).