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Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.
At Morgan Stanley India, we support the Firm's global businesses, with critical presence across Institutional Securities, Wealth Management and Investment management, as well as in the Firm's infrastructure functions of Technology, Operations, Finance, Risk Management, Legal and Corporate & Enterprise Services. Morgan Stanley has been rooted in India since 1993, with campuses in both Mumbai and Bengaluru. We empower our multi-faceted and talented teams to advance their careers and make a global impact on the business. For those who show passion and grit in their work, there's ample opportunity to move across the businesses.
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.
Division Profile:
The Wealth Management Platforms organization manages digital platforms and experiences across the Advisor, Workplace and Direct channels, ensuring that our capabilities lead the industry and are delivered and integrated seamlessly.
Position Summary:
The Wealth Management 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 enthusiastic Business Analyst to join our team.
As a Director on the Advisory Platform team, you will work alongside a Platform lead to build the next-generation Wealth Management platform for Morgan Stanley Advisors focusing on industry leading trade execution solutions.
As a smart, passionate, detail-oriented team player who loves interacting with a diverse set of people solving tough problems and challenging the status quo, this is an amazing opportunity to forge a new direction for a highly respected company that is deeply committed to reinventing itself.
Key Responsibilities:
Key responsibilities will include but will not be limited to the following:
> Provide support throughout the entire Platform lifecycle, from initial project ideation, scope development, requirements documentation, through Platform testing and launch. Support the platform in the collection and resolution of user feedback for new and legacy functionality.
> 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.
> Map out critical workflows and business processes to realize product/program goals.
> Elaborate on critical user journeys and use cases that align with the program vision and address critical customer needs.
> Support requirement review sessions with program stakeholders.
> Support requirements elicitation workshops and meetings with business, technology, legal, risk and compliance stakeholders.
> 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 Operations, Legal, Risk, Compliance and Platform teams.
> Specify acceptance criteria and scenarios and perform user acceptance testing as needed.
> Track platform adoption and usage metrics.
> Assist in gathering, organizing and assimilating internal and external feedback to support the prioritization of product/program gaps, enhancements, and
Qualifications:
> At least 6-9 years of experience as a key member of a wealth management home office platform team participating in the development lifecycle of successfully launched products/platforms
> Experience with wealth management, portfolio construction and reporting platforms
> Detail oriented with strong organizational skills.
> Proficient at defining, analyzing, documenting, and communicating product and software requirements in a waterfall, agile and hybrid software development setting.
> Self-starter with entrepreneurial drive and demonstrated ability to achieve stretch goals in a fast-paced, dynamic environment.
> Polished written and verbal communication skills able to effectively interact and influence a diverse set of business and technical stakeholders.
> 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.
> Prior professional trading experience or trading technology experience
Bachelor's degree in Business Management, Computer Science, Engineering, Mathematics or related field is required.
Registration Required:
> None
EOE M/F/D/V Committed to Diversity
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.
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