Digital Investment Product – Business Analyst

Job description

Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three principal business segments—Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services.

The Digital Platform team drives and defines the online and mobile customer experience for Morgan Stanley clients and advisors, and we are in search of a talented and eager Digital Business Analyst to join our team.

As a business analyst on the Digital Investment Product team, you will work alongside the Digital Investment Product Lead to build the next-generation Digital Investment Advice applications for Morgan Stanley clients, from purely self-directed “Robo-advice” apps to more scalable “hybrid” advice delivery models through call centers and branches.

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 digital direction for a highly respected company that is deeply committed to reinventing itself.

Responsibilities include:
• Provide support throughout the entire product lifecycle, from initial scope development, through product launch, to subsequent releases. Document overall product feature prioritization, develop user stories, and work within agile scrum teams.
• Participate in product design and development, and monitor implementation timelines across different product/feature teams.
• Devise innovative solutions to address pain points and drive value for end-users.
• Support requirements elicitation workshops and meetings with business and technology stakeholders.
• Elaborate on critical user journeys and use cases that align with the program vision and address critical customer needs.
• Map out critical workflows and business processes to realize product/program goals.
• Support requirement review sessions with program stakeholders.
• Assist in gathering, organizing and assimilating internal and external feedback to support the prioritization of product/program gaps, enhancements, and new solutions and features.
• Support collaboration with UI/UX team to develop information/interaction architecture, user flows, wireframes, and visual design comps.
• 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 Ops, Legal, Risk, Compliance and Platform teams.
• Foster a data-driven, test-and-learn culture, from concept development and user research through ongoing analysis and A/B testing.
• Develop communications and support planning related to major new digital initiatives for clients, as well as Advisor and Service teams
• Specify acceptance criteria and scenarios and perform UAT as needed.
• Track KPIs and product/program adoption and usage metrics.

Desired profile

• 2 – 3 years of experience as a software business or systems analyst with track record of delivering new innovative web or mobile applications. Experience in the digital wealth management / “fintech” space is a plus.
• Detail oriented with strong organizational skills.
• Proficient at defining, analyzing, documenting, and communicating product and software requirements in an agile software development setting.
• Experience collaborating with UI/UX designers and developers to deliver client-friendly products and user experiences.
• Strong understanding and knowledge of web and mobile technologies.
• 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
• Familiarity with industry trends and best practices, and a perspective on how to advance the current state-of-play.
• Ability to gather, analyze and synthesize a significant amount of information, and turn it into a compelling product vision.
• Bachelor's degree in Computer Science, Engineering, Mathematics or related field is required. MBA preferred.

Additional Requirement:
Role requires approximately 20% travel for corporate and sponsored events