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Business Analyst (Wealth management)

Company: Jose Merciline
Location: Alpharetta
Posted on: July 30, 2022

Job Description:

Job Description This position is for a Business Analysis for the FA Platforms Team at Morgan Stanley's New York offices. The charter of this team is to provide business analysis support for the FA Platforms to help drive the requirements, execution of the technical redesign and strategy of the platform to meet the goals of the business and delivery/implementation. Responsibilities: Must have experience working on large scale projects Demonstrate up-to-date expertise in Information Systems Stay current with customer needs and strategies; utilizing formal and informal written communication methods (for example, emails, newsletters, PowerPoint presentations, executive updates, task lists, updates) to communicate updates and findings; and facilitating project meetings and presentations to all types of diverse audiences (for example, senior management, Customers, technical staff) Identify, create and facilitate process design changes by conducting business and systems process analysis and design at a complex level; focusing on quality improvement and data management; ensuring data is reliable and valid; developing process improvements or re-engineering and recommending elimination; integrating new systems and processes with existing ones Identify improvement opportunities (proactive and reactive) Elicit and clearly document business and systems requirements Assess business process and system inefficiencies Demonstrate fluency in business processes and process differentiation Ability to analyze and synthesize business requirements, including recognizing patterns and conceptualizing processes Create and maintain issue logs, meeting minutes, meeting schedules, project summaries and updates. Support system conversions, upgrades, enhancements Identifies opportunities for improving business processes through information systems Plans, organizes and conduct walkthrough with Business Units and Technical team for common understanding across teams of requirements and sign off Liaison between Business Users and Technical team in analysis & design Requirements: Must have experience working on large scale projects Exposure to Agile is a Must Solid Financial Services background. Must understand Financial Data (specifically, Position and Activity) Solid Data analysis Must have proficiency with SQL, Microsoft Excel Well defined and structured individual who can document, track and work on Functional, Data requirements seamlessly with minimum supervision Skills and Proficiency: Communication Technical Understanding Problem Solving Leadership Teamwork Business Operations Multitask Data Analysis Process Discovery and understanding Excellent communication skills, both verbal and written Wealth Management Back Office experience Furthermore, this position will work with the ScrumMaster, Product Owners, PMs and business/data analysts in the team and work with other platform teams, driving issue analysis & resolution, educating peers, and drive the project throughout the SDLC process until execution. The candidate should be flexible, highly adaptable and excellent team player. The candidate should expect to work in a global virtual team along with NY and India team members, sometimes across multiple time zones. The ideal candidate will be a self-motivated team player committed to delivering on time and should be able to work under minimal supervision.

Keywords: Jose Merciline, Alpharetta , Business Analyst (Wealth management), Professions , Alpharetta, Georgia

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