Financial Planning Business Analyst

About the job

Position Summary The Wealth Management Field Experience & Platforms team is responsible for supporting the creation and ongoing development of the latest solutions for Morgan Stanley clients, prospective clients and financial advisors. Key responsibilities will include but will not be limited to the following: • 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 agile story development, including story grooming, 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. • Work directly with the product owners to ensure that specific initiatives supporting the platform strategy are executed. • Timely track the status of the project against agreed timelines and provide timely project updates. • Build and maintain trusted relationships with all stakeholders across different functions (Business, Product, Technology, QA, UAT etc.) • Work closely with user experience teams to design solutions that meet business needs. • 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, providing guidance and clarification to UAT team and signing off on required changes. • Assist in release events and required regression testing. Must Have: • 6-9 years of professional experience in business analysis, product management, or platform support within wealth management, financial services, or fintech. • Proven ability to analyze, document, and communicate business and technical requirements in Agile or hybrid delivery models. • Independent self-starter who can manage multiple activities to aggressive deadlines. • Strong attention to detail with excellent analytical, organizational, and problem-solving abilities. • Excellent written and verbal communication skills with the ability to interact effectively across global business and technology teams. • Ability to manage multiple tasks under tight deadlines in a dynamic environment. • Team player with a collaborative attitude and strong ownership mindset. • Should be able to resolve product related team queries and assist with problem resolution. Good to have: • Working knowledge of financial products, Life View, Goal based planning, financial planning in a wealth management environment. • Familiarity with JIRA, Confluence, MS Office Suite, and data visualization tools (Excel, Power BI) is a plus.

Qualifications

• Bachelor's degree in Business Management, Finance, Economics, Computer Science, Engineering, or a related field required.

About the company

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.