Jobs and Careers
MO
Business Analyst - Director
Morgan StanleyBallston Tower, United States, United Statesfull_timeVerifiedPosted 8 Sept 2025
About the role
Department Profile
Wealth Management Product Technology (WMPT) is a dynamic and fast-paced area within the Firm's WM Technology Division. We are responsible for creating innovative technology solutions for the Private Banking Group (PBG), one of the strategic growth areas of the Firm, providing cash management and lending products and services to our WM clients. This includes state-of-the-art technology for a nationwide network of Private Bankers and product specialists who work with Financial Advisors to provide access to products and services such as online banking, cards, deposit products, residential mortgages, securities-based loans, and tailored lending. If you are an exceptional individual who is interested in solving complex problems and building sophisticated solutions in a dynamic team environment, WMPTis the place for you.
Position Description:
We are looking for a Business Analyst used to working in an agile and fast paced environment for the Payments Technology. Candidate will interact with business stakeholders, perform detailed analysis of requirements, and convert them into clear and concise requirements for development team. Candidate will interface on a regular basis with other teams including other internal IT teams across Wealth Management, BA teams, QA teams, and offshore development teams. To be successful the role will require the individual to understand the banking technology landscape, and to offer creative solutions that integrate current capabilities and proprietary system builds.
Job Functions/Duties and Responsibilities:
* Apply functional expertise in a squad to achieve outcomes for customers and deliver business values
* Help prioritize and set clear business goals and expectations around deliverables for the squad
* Help squad understand the What by contributing domain knowledge
* Help squad understand the How by translating requirements into technical specs and supporting information
* Remove obstacles by engaging with stakeholders offline and creating shared understanding of handshakes and interfaces
* Collaborate with multiple technology teams that are upstream and downstream to the application which include Data Warehouse, LoanIQ and firm's GL system etc.
* Work as part of a banking Agile Squad
* Work in Agile development methodologies, collaborating with business and technology teams located globally
* Interact with business stakeholders, perform detailed analysis of requirements, and convert them into clear and concise requirements for development team
* Write detailed user stories in JIRA, create other artifacts like workflow charts and diagrams, writing solution requirements Specifications in Agile environment
* Work closely with QA team to review their test cases and assist in UAT with Business stakeholders
* Strong communication and Interpersonal skills Skills Required:
* 5+ years of experience in a business analyst role
* Understanding of system to system communication, contracts, interface & sequence diagrams
* Understanding of basics of systems design such as microservice architecture
* Flexible and open-minded for alternative solutions and able to drive implementation quickly with high degree of quality
* Strong analytical and people skills, including thorough understanding of how to interpret customer business needs and translate them into application and operational requirements
* Excellent verbal and presentation skills
* Self-motivated, innovative and can work independently as well as in a team environment
* Ability to multitask across a number of projects
* Proficient in MS Office applications: Excel, MS Project, Visio, Word and PowerPoint
* Willingness to learn and grow
* Experience within an Agile framework
Skills Desired:
* Working knowledge of financial markets, lending-based products and Wealth Management
* Working knowledge of financial accounting and treasury functions
* Understanding of how to create user flows
* Ability to understand and manipulate data for analysis
Education:
* Minimum BS degree in Computer Science, Engineering, or a related field
Wealth Management Product Technology (WMPT) is a dynamic and fast-paced area within the Firm's WM Technology Division. We are responsible for creating innovative technology solutions for the Private Banking Group (PBG), one of the strategic growth areas of the Firm, providing cash management and lending products and services to our WM clients. This includes state-of-the-art technology for a nationwide network of Private Bankers and product specialists who work with Financial Advisors to provide access to products and services such as online banking, cards, deposit products, residential mortgages, securities-based loans, and tailored lending. If you are an exceptional individual who is interested in solving complex problems and building sophisticated solutions in a dynamic team environment, WMPTis the place for you.
Position Description:
We are looking for a Business Analyst used to working in an agile and fast paced environment for the Payments Technology. Candidate will interact with business stakeholders, perform detailed analysis of requirements, and convert them into clear and concise requirements for development team. Candidate will interface on a regular basis with other teams including other internal IT teams across Wealth Management, BA teams, QA teams, and offshore development teams. To be successful the role will require the individual to understand the banking technology landscape, and to offer creative solutions that integrate current capabilities and proprietary system builds.
Job Functions/Duties and Responsibilities:
* Apply functional expertise in a squad to achieve outcomes for customers and deliver business values
* Help prioritize and set clear business goals and expectations around deliverables for the squad
* Help squad understand the What by contributing domain knowledge
* Help squad understand the How by translating requirements into technical specs and supporting information
* Remove obstacles by engaging with stakeholders offline and creating shared understanding of handshakes and interfaces
* Collaborate with multiple technology teams that are upstream and downstream to the application which include Data Warehouse, LoanIQ and firm's GL system etc.
* Work as part of a banking Agile Squad
* Work in Agile development methodologies, collaborating with business and technology teams located globally
* Interact with business stakeholders, perform detailed analysis of requirements, and convert them into clear and concise requirements for development team
* Write detailed user stories in JIRA, create other artifacts like workflow charts and diagrams, writing solution requirements Specifications in Agile environment
* Work closely with QA team to review their test cases and assist in UAT with Business stakeholders
* Strong communication and Interpersonal skills Skills Required:
* 5+ years of experience in a business analyst role
* Understanding of system to system communication, contracts, interface & sequence diagrams
* Understanding of basics of systems design such as microservice architecture
* Flexible and open-minded for alternative solutions and able to drive implementation quickly with high degree of quality
* Strong analytical and people skills, including thorough understanding of how to interpret customer business needs and translate them into application and operational requirements
* Excellent verbal and presentation skills
* Self-motivated, innovative and can work independently as well as in a team environment
* Ability to multitask across a number of projects
* Proficient in MS Office applications: Excel, MS Project, Visio, Word and PowerPoint
* Willingness to learn and grow
* Experience within an Agile framework
Skills Desired:
* Working knowledge of financial markets, lending-based products and Wealth Management
* Working knowledge of financial accounting and treasury functions
* Understanding of how to create user flows
* Ability to understand and manipulate data for analysis
Education:
* Minimum BS degree in Computer Science, Engineering, or a related field
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an
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