You are viewing a preview of this job. Log in or register to view more details about this job.

Business Strategy Analyst - Client Reporting, Advisor Platforms

The Advisor Platforms team is focused on transforming Morgan Stanley’s core advisor desktop applications that enable advisors and their teams to effectively manage their clients’ financial and demographic data. The Client Reporting team builds solutions to facilitate client reviews and develops a content-rich library of off the shelf reports. The candidate will support our Product Owners to drive change in reporting capabilities and analytics by identifying solutions to business-critical issues and building key business requirements consistent with Client Reporting objectives. The candidate will also play an integral role in advancing business/platform initiatives through collaboration across Products, Programs, Operations, Technology, Legal, Risk, Compliance, as well as with external partners. 
  • Strong interpersonal, problem-solving and planning skills, including ability to balance opposing priorities
  • Highly effective collaboration skills to partner with business users, product owners, and engineers to ensure harmonization between business requirements and technical specifications
  • Conduct the required fact gathering and qualitative data analysis to document, quantify and qualify project benefits
  • Detail-oriented and well-organized to set and maintain priorities in a rapidly changing environment
  • Excellent verbal and written communication skills, formal and informal including the ability to deliver presentations to all levels of the organization
  • Ability to partner cohesively through the design and execution of the implementation process, including business requirement gathering, process documentation and solutions design
  • Writing business and functional requirement documents, user acceptance test plans and test cases
  • Develop a deep understanding of the market, users, business problems, and opportunities
  • Attend all key agile meetings
  • Assisting with implementing enterprise software applications by working with product owners, technical leads, business units and developers through the whole SDLC
  • Ability to work and deliver results independently, self-starter
  • Evidence of inquisitive disposition
  • 5-7 years of project management and/or process re-engineering experience (wealth management or financial services experience a plus)
  • Experience in product demos, presentations and user training
  • Experience working in Agile SDLC
  • Investment management domain knowledge/experience a plus
  • Experience assisting with implementing enterprise software applications
  • BA/BS required