Business Analyst - Assistant Vice President
$85,000–$140,000 year
On-site · New York City, New York, United States
Job Summary
Business Analyst on the Advisory Platforms team supporting the next-generation Wealth Management platform for Morgan Stanley Advisors, focusing on onboarding and maintenance of investment advisory accounts, fees and billing, and data/asset manager experiences. Key duties include defining target state user journeys and epics, analyzing data flows, creating and validating user stories and acceptance criteria for agile sprints, preparing status updates and presentations, tracking KPIs and feature adoption, creating conceptual mockups, backlog refinement, and collaborating with stakeholders to gather requirements and drive platform releases. Requires strong written/verbal communication, ability to manage multiple tasks, and a Bachelor’s degree.
Required Qualifications
- Bachelor’s degree required.
- Experience in investment advisory platforms or wealth management is preferred.
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