Business Analyst - Financial Planning, AVP jobs in United States
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E*TRADE from Morgan Stanley · 2 months ago

Business Analyst - Financial Planning, AVP

positionNew York, New York, United States of America
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$85K/yr - $140K/yr
date5+ years exp

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Business Analyst - Financial Planning, AVP will support the development and management of the firm's financial planning and advice tools, collaborating with product owners and user experience teams to ensure effective solutions are designed and implemented.

BankingFinanceFinancial Services

Responsibilities

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
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, provide guidance and clarification to UAT team and sign off on required changes
Assist in release events and required regression testing

Qualification

Business Analyst experienceAgile development methodologyFinancial planning conceptsUser acceptance testingRequirements documentationOrganizational skillsProblem solvingCommunication skillsSelf-starter

Required

BS/BA degree required
A minimum of 5 years of professional experience preferably in financial planning or wealth management
2-3 years of business analyst experience, preferably in the financial planning tool development space
Experience with agile development methodology
Understanding of financial planning concepts
Excellent organizational skills with an ability to handle multiple projects
Ability to interact effectively and collaborate with other Business Analysts, product owners and business partners
Effective problem solver
Experience with business analysis and requirements documentation
Strong written and verbal communications skills, ability to interact at all levels of the organization and tailor messages appropriately
Independent self-starter who can manage multiple activities to aggressive deadlines
Experience with user acceptance testing

Preferred

Advanced degrees a plus

Benefits

Some of the most attractive and comprehensive employee benefits and perks in the industry

Company

E*TRADE from Morgan Stanley

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E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.
dateFounded in 1982
location
Arlington, Virginia, USA
people-size1001-5000 employees
web-link
https://us.etrade.com/home

Funding

Current Stage
Public Company
Total Funding
unknown
2020-02-20Acquired
1996-08-16IPO

Leadership Team

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Julia Miller
Executive Director, Creative Services
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