Business Analyst (Wealth management)
Company: Jose Merciline
Location: Alpharetta
Posted on: July 30, 2022
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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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