Description 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. Department Profile 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 platforms leveraged by Morgan Stanley Financial Advisors and clients.
Primary Responsibilities As part of the Financial Planning team, this individual will support the development and management of the firm's financial planning and advice tools.
Business requirement development and documentation, including impact analysis and issue tracking and resolution.
Assist with requirements socialization and approval process.
Facilitate business requirement elaboration and analysis sessions to drive the development of functional requirements.
Review functional and data requirements.
Review test plans, test scripts and test data for UAT phase.
Review test results and participate in user acceptance testing, including participating in defect status / review meetings, reporting issues, provide guidance and clarification to UAT team and sign off on required changes.
Assist in release events and required regression testing. Qualifications:
BS/BA degree required. Advanced degrees a plus.
A minimum of 2-3 years of professional experience preferably in financial planning, wealth management or product management Required Skills
5 years of business analyst experience, preferably in the financial planning tool development space
3-5 years of experience collaborating with dedicated IT personnel in the development of systems design documentation
UAT experience including script development and execution preferred
Excellent organizational skills with an ability to prioritize workflow and handle multiple projects
Ability to interact effectively and collaborate with other Business Analysts that support other IT driven tools/services that interact with the financial planning tools
Effective problem solver
Strong written and verbal communications skills, ability to interact at all levels of the organization and tailor messages appropriately
Independent self-starter who can manage multiple activities to aggressive deadlines
Familiar with SDLC processes (e.g., Waterfall) and Agile Methodology
Internal Number: 5443831
About Morgan Stanley USA
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