Overview
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In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Principal Business Analysis position at Vice President level, part of the job family responsible for analyzing business processes, identifying needs, and establishing requirements to enhance efficiency and productivity through a blend of business acumen and analytical skills.
Since 1935, Morgan Stanley is known as a global leader in financial services, evolving to better serve our clients and communities in more than 40 countries. Our WM business is one of the largest in the world with more than $2 trillion in client assets, $73 billion in lending balances, and nearly 16,000 Financial Advisors in 600+ offices across the U.S. Our Financial Advisors deliver timely, customized solutions and services across brokerage and investment advisory, wealth planning, credit and lending, cash management, annuities and insurance, and retirement services.
As a market leader, the talent and passion of our people are critical to our success. Morgan Stanley values integrity, excellence and teamwork, and provides opportunities for learning, achievement and growth. A balanced approach to personal lifestyles, perspectives and needs is part of our culture.
Department Profile
WM Product Technology (WMPT) is a dynamic area within the Firm's WM Technology Division. We create innovative technology solutions for the Private Banking Group (PBG), providing cash management and lending products and services to our WM clients. This includes technology for a nationwide network of Private Bankers and product specialists who work with Financial Advisors to offer online banking, cards, deposit products, mortgages, securities-based loans and tailored lending. If you are an exceptional individual who enjoys solving complex problems and building sophisticated solutions in a dynamic team, WMPT is the place for you.
Position Description
The ideal candidate will analyze business processes, functions and procedures across banking product domains. The individual should be highly experienced with creating user stories, including workflow, business rules and use cases, possess strong problem-solving skills, and take ownership of items independently while tracking to closure. The candidate will liaise with global teams to understand requirements, create user stories and deliver projects. The position requires attention to detail, coupled with ownership, to ensure the delivery of high-quality applications.
What You'll Do In The Role
- Core to our culture, work as part of a global multi-discipline team (BA, DEV, QA, and Infrastructure).
- Analyze business processes, functions and procedures across multiple business units.
- Mentor less experienced team members, lead by example and produce high quality requirements.
- Create user stories for business and functional requirements, including workflow, business rules and use cases.
- Become a subject matter expert for banking product domain, assist product owner or act as proxy when prioritizing the backlog and help define MVPs.
- Meet business unit objectives including cost estimates, date commitments and functionality.
- Act as liaison between business units, technology, management and users.
- Assist with QA/Testing to develop test plans and more detailed test cases.
- Work with the project team and business to identify and resolve issues that arise during projects or as part of day-to-day business operations.
- Actively contribute and participate in design and architecture discussions, daily stand-ups, and Agile Sprint planning sessions.
What You'll Bring To The Role
- 10+ years of experience in a business analyst role.
- Hands-on SQL skills and understanding of databases.
- Understanding of basics of systems design such as multi-tier platforms.
- Flexible and open-minded for alternative solutions and able to drive implementation quickly with high degree of quality.
- Strong analytical and people skills, including thorough understanding of how to interpret customer business needs and translate them into application and operational requirements.
- Excellent verbal and presentation skills.
- Self-motivated, innovative and can work independently as well as in a team environment.
- Ability to multitask across a number of projects.
- Proficient in MS Office applications: Excel, MS Project, Visio, Word and PowerPoint.
- Willingness to learn and grow.
- Experience within an Agile framework.
Desired Skills
- Experience in financial services field, with emphasis on banking and deposits.
- Understand how to create user flows and UI mockups.
- Ability to read basic Java or pseudo code.
Educational Qualification
- Minimum BS degree in Computer Science, Engineering or a related field.
We have a track record of innovation and passion for unlocking new opportunities, helping clients raise, manage and allocate capital across investment banking, securities, wealth management and asset management services.
All that we do at Morgan Stanley is driven by our five core values: do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. Our people are relentless collaborators and creative thinkers who are fueled by diverse thinking and experiences, across more than 80,000 employees worldwide.
Wherever you are in our 1,200 global offices, you’ll have the opportunity to work alongside the best and the brightest in an environment where you are empowered to achieve your full potential. We are committed to supporting our employees and their families with attractive and comprehensive benefits and perks.
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).
What You Can Expect From Morgan Stanley
We are committed to maintaining the high standard of excellence that has defined Morgan Stanley for decades. Our values aren’t just beliefs; they guide our decisions to serve clients, communities and our employees across 1,200 offices in 42 countries. We offer opportunities to learn, grow and move within the business, with a strong emphasis on work-life balance and employee benefits.
For more information about our offices globally, visit the Morgan Stanley global offices page.
Seniority level
- Executive
Employment type
- Full-time
Job function
- Research, Analyst, and Information Technology