Digital Client Experience and Platforms Business Analyst – Associate

Digital Client Experience and Platforms Business Analyst Associate

Wealth Management Platforms
Purchase NY

About Morgan Stanley

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking securities investment management and wealth management services. The Firms employees serve clients worldwide including corporations governments and individuals from more than 1200 offices in 43 countries.

Morgan Stanley is committed to helping its employees build meaningful careers and we strive to be a place for people to learn achieve and grow.

Department Overview

In the Wealth Management division we help people businesses and institutions build preserve and manage wealth so they can pursue their financial goals

Wealth Management (WM) Platforms manages industry-leading platforms across all WM channels and client segments to provide a unified digital experience unlock growth and deliver efficiencies for Advisors Clients and Institutions. WM Platforms consists of ten sub-teams including: Field Experience & Platforms Digital Client Experience & Platforms Workplace Platforms Automation & Workflow Digital Trading & Investing Generative AI UX Design & Research Strategy & Execution WM Platforms Risk and the Chief Operating Office.

The Digital Client Experience & Platforms team defines and drives the online and mobile experiences for Morgan Stanley the Business Analyst role you will inform direction and contribute to the creation and on-going success of the latest digital solutions for our clients. This role will focus specifically on supporting product owners on the Digital Advice & Planning team to help execute against business objectives and deliver on the product roadmap for Morgan Stanleys Digital Client Experience and Platforms this role you will have the opportunity to help define and launch engaging consumer-facing experiences and apply your knowledge and subject matter expertise in financial services wealth management financial planning investment advice and digital experiences/technologies to create and launch innovative digital products and platforms for Morgan Stanleys client channels.

What youll do in the role:

• Support product owners with definition and prioritization of product roadmap release planning and development and communication of business requirements
• Assist with critical user journeys use cases workflows and business processes that align with the product vision/goals and address critical user and control needs
• AnalyzingAI use casesto automate internal processes and deliver AI-powered client experiences
• Support prioritized product backlog- identify groom and validate epics and user stories for agile sprints using Jira/Confluence
• UsingAI analyticsfor backlog prioritization/forecasting and automation of tasks
• Usinggenerative AIto draft product scope user stories define functional behavior and metrics for AI-driven initiatives
• Assist with backlog refinement and sprint planning ceremonies to communicate requirements
• Specify acceptance criteria review testing cases/scenarios and perform and oversee user acceptance testing as needed
• Analyze define and manage data flows/models and diverse datasets to define requirements and expected behavior for Morgan Stanleys digital planning solutions
• Work closely with the technology team to assure effective communication of requirements and rapid delivery of key product releases
• Collaborate with key stakeholders from business technology UX risk cyber & fraud communications legal & compliance to elicit requirements
• Prepare presentations user demos and status updates
• Gather organize and assimilate internal and external feedback to identify and prioritize product gaps enhancements and new features
• Collaborate with UI/UX team to develop information/interaction architecture user flows wireframes and visual design comps
• Team up with program management/business transformation office to effectively organize and plan product releases
• Define collect and track KPIs and product/program adoption and usage metrics evangelize for adoption
• Assist with triaging defects supporting incident/production issue remediation partnering with tech on fixes.

Skills Required:

• Bachelors degree required. Degree in Computer Science Engineering Mathematics or related field is preferred. Masters degree will be a plus.
• 2 - 3 years of experience as a software business or systems analyst with track record of delivering new innovative web or mobile applications within an agile/scrum development process
• Proven track record of delivering successful digital products on time and within scope.
• Experience working in an Agile development environment.
• Excellent communication skills including the ability to present complex information in a clear and concise manner.
• Ability to collaborate effectively with cross-functional teams and stakeholders at all levels of the organization.
• Highly organized; detail oriented and can act as an advocate for the client and advisor
• Strong Microsoft Office Skills (Excel PowerPoint Word).
• Familiarity and experience with JIRA JIVE Sharepoint HP ALM

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley we raise manage and allocate capital for our clients helping them reach their goals. We do it in a way thats differentiated and weve done that for 90 years. Our values - putting clients first doing the right thing leading with exceptional ideas committing to diversity and inclusion and giving back - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll 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. Theres also ample opportunity to move about the business for those who show passion and grit in their work.

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Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion where individuals are hired developed and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate bringing a variety of backgrounds talents perspectives and experiences.

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