Business Analyst, Client Segments, Associate, Wealth Management

Job description

Introducing Morgan Stanley at Work: We know a lot about investing and are certain there's no better investment a company can make than in its employees. People don't just drive a company; they are the company. So, when people work at their best, companies do too. Morgan Stanley at Work, a division of Morgan Stanley Wealth Management, provides workplace financial solutions that build employee financial confidence, foster loyalty and help our corporate clients attract and retain top talent. Our end-to-end offering spans Equity, Financial Wellness and Retirement Solutions. Plus, we provide all employees with Financial Empowerment, so they have the knowledge, tools and support needed to make the most of their workplace financial benefits. What you'll be part of - our Morgan Stanley at Work culture: At Morgan Stanley at Work, we walk the talk. We have created a place for our employees to learn, achieve and grow - a place for people to build a career where you can thrive both personally and professionally. We are passionate about exceeding our clients' expectations and helping them succeed. We are fearless in taking on new challenges that deliver exceptional results. We believe amazing things can happen when we work together in an environment where everybody has a true sense of belonging and their ideas are heard. We value differences and are committed to providing a work environment where our people can do their best work. We look for people who are problem solvers, empathetic listeners, team players and inclusive leaders. We are committed to your growth and development, and your entire employee experience. We recognize that our people and culture are the keys to our success. We invite you to explore how you can be an integral part of our team. Primary Responsibilities: • The Business Analyst (Associate) will be part of the Agility & Strategic Intelligence team within the Morgan Stanley at Work organization. • Partner with business stakeholders, product owners, operations teams, and technology delivery teams to understand business objectives, pain points, manual processes, and expected outcomes. • Conduct structured process discovery through interviews, workshops, observation, and document review; capture current-state and future-state process maps, business rules, data inputs and outputs, exceptions, controls, and handoffs. • Translate business needs into clear, delivery-ready artifacts, including business requirements, process definition documents, user stories, acceptance criteria, test scenarios, and requirements traceability. • Assess process improvement and automation opportunities by evaluating business value, process suitability, feasibility, dependencies, risks, controls, and expected benefits; support prioritization and business case development. • Serve as the liaison between business stakeholders and solution delivery teams, clarifying requirements, resolving questions, managing changes, and maintaining alignment throughout delivery. • Support end-to-end delivery for assigned tasks and small workstreams, including backlog refinement, solution walkthroughs, UAT, release readiness, training, implementation, and post-production validation. • Coordinate User Acceptance Testing activities, including test planning, scenario and test data preparation, execution tracking, defect triage, business sign-off, and control evidence. • Maintain clear and current documentation, decision logs, RAID items, status updates, SOPs, training materials, control evidence, and support handoffs. • Track business outcomes and performance measures for delivered improvements, validate realized benefits, and identify opportunities for further optimization. • Coordinate with onshore/offshore stakeholders on scope, dependencies, blockers, risks, and progress while recommending improvements that reduce manual effort, improve accuracy, strengthen controls, and enhance stakeholder experience. The Associate Business Analyst: • Balances structured business analysis and delivery support - able to move from problem definition and requirements discovery through UAT and implementation support for well-defined workstreams. • Demonstrates ownership and accountability for assigned deliverables while seeking guidance for complex scope, solution, risk, or control decisions. • Builds productive relationships across business and technology teams and communicates requirements, decisions, and trade-offs clearly. • Applies structured problem-solving and strong attention to detail, especially around process accuracy, business rules, data quality, controls, testing, and stakeholder sign-off. Required Skillset • 3-5 years of relevant professional experience in business analysis, process improvement, operations transformation, or digital/automation delivery; prior hands-on project delivery experience is required. • Strong requirements gathering, stakeholder interviewing, and workshop facilitation skills with the ability to uncover business objectives, pain points, business rules, exceptions, controls, and dependencies. • Strong process analysis and process mapping skills, including current-state and future-state flows, handoffs, decision points, exception paths, and improvement opportunities. • Proven ability to create clear business analysis artifacts, including BRDs, PDDs, user stories, acceptance criteria, functional requirements, traceability matrices, and decision logs. • Strong analytical and problem-solving skills with the ability to understand complex business processes, identify root causes, evaluate options, and recommend practical improvements. • Experience assessing process improvement or auto