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Wealth Management Field Experience & Platforms Business Analyst
| Company | Morgan Stanley |
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| Location | New York, NY, USA |
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| Salary | $85000 – $130000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Mid Level, Senior |
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Requirements
- 4+ years of professional experience in business and/or data analysis
- Experience using Salesforce Marketing Cloud or similar Products to develop client or business solutions
- Strong ability to represent and document business processes, interaction flows, data flow processes, use cases, test cases, business requirements, user stories, etc.
- Strong knowledge of solution development methodologies (i.e. Agile, Waterfall, SDLC)
- Effective in managing multiple parallel work streams and initiatives
- Excellent written and verbal communication skills
- Detailed, organized, and results-oriented
- Excellent troubleshooting, analysis and problem-solving skills
- Ability to work effectively in a fast paced, high energy, team-oriented environment
- BS/BA degree required. Advanced degrees a plus.
Responsibilities
- Interact daily with business units and business owners to understand business processes and key requirements, proactively work to resolve client issues.
- Translate overall business and product strategy into technical requirements to be developed.
- Create clear, concise and complete functional specifications & requirements documents (user stories).
- Collaborate with support partners (Legal, Risk, Compliance) to ensure changes are made in line with firm policies and procedures.
- Collaborate with developers to test and verify that solutions will meet the business requirements.
- Prioritize work based on needs and constraints in an agile software development environment.
- Present planned work to key stakeholders from business, technology, user experience, risk, fraud, communications, legal & compliance to obtain approvals.
- Promote a data-driven mindset in strategic thinking.
- Engage with and train user personnel in the use of the system.
Preferred Qualifications
- Experience on a Salesforce implementation through the full Software Development Lifecycle (SDLC); Salesforce Financial Services Cloud experience a plus
- Advanced understanding of MS applications with focus on data analysis (Excel), process flow (Visio), documentation (Word, OneNote) and presentations (PowerPoint)
