Morgan Stanley · 1 month ago
Business Analyst - Financial Planning, AVP
New York, NY
Full-time
Onsite
Mid, Senior Level
$85K/yr - $140K/yr
5+ years expMorgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The role involves supporting the development and management of the firm's financial planning and advice tools, including business requirement development and working closely with product owners and user experience teams.
Asset ManagementFinanceFinancial ServicesLending
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
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
Morgan Stanley
Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1997-02-05IPO
Leadership Team
James Gorman
Chairman and CEO
Ted Pick
Chief Executive Officer (CEO)
Recent News
2026-01-21
2026-01-21
2026-01-20
Company data provided by crunchbase