Jobs and Careers
MO
Dir, P3, Business Analysis III : Job Level - Director
Morgan StanleyAlpharetta, United Statesfull_timeVerifiedPosted 27 Jul 2025
About the role
At Morgan Stanley, we advise, originate, trade, manage and distribute capital for governments, institutions and individuals, and always do so with a standard of excellence. We are a leading global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management (WM), and Investment Management. The Firm's employees serve clients worldwide from more than 1,200 offices in 43 countries.
Our WM business is one of the largest in the world with more than $2 trillion in client assets, $73 billion in lending balances, and nearly 16,000 Financial Advisors in 600+ offices across the U.S. Our Financial Advisors focus on delivering timely, customized solutions and services that help clients meet their financial and life goals. Our offering includes brokerage and investment advisory services, financial and wealth planning, access to credit and lending, cash management, annuities and insurance, and retirement services.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Position Description
* Work as part of a Next Gen Money movement fleet, enabling various payment types and assist in the redesign & transformation of the money movement platform.
* Analyze business processes, functions and procedures across multiple business units.
* Work on and lead the data analysis, reporting and migration efforts as a part of the platform transformation.
* Create user stories for business and functional requirements, including workflow, business rules, use cases, activity and sequence diagrams.
* Design business intelligence tools and dashboards to show project KPIs.
* Meet business unit objectives including cost estimates, date commitments and functionality
* Act as liaison between business units and software development teams, management and users.
* Become a subject matter expert for banking product data by taking on data research/analysis tasks and answering questions about the data.
* Assist with QA/Testing to develop test plans and more detailed test cases.
* Work with the project team and business to identify and resolve issues that arise during projects or as part of day-to-day business operations.
* Actively contribute and participate in design and architecture discussions, daily stand-ups, and Agile Sprint planning sessions Required Skills
* 5+ years of hands-on experience in a business analyst role.
* 3+ years of experience in Money Movement application
* 3+ years of experience in Workflow Automation
* Practiced understanding of system-to-system communication, contracts, and sequence diagrams.
* 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.
* Ability to multitask across a number projects.
* Proficient in JIRA
* Experience within an Agile framework.
Desired skills
* Self-motivated, innovative and can work independently as well as in a team environment
* Able to drive implementation quickly with high degree of quality.
* Strong understanding of systems design such as service oriented and microservice architecture.
* Experience in financial services field
* Understand how to create user flows and UI mockups
* Ability to understand and manipulate data for analysis
* Basic knowledge of JSON, Swagger, Postman and internet browser developer tools
* Proficient in MS Teams and MS Office applications: Excel, Visio, PowerPoint, Word and Project
* Willingness to learn and grow.
Our WM business is one of the largest in the world with more than $2 trillion in client assets, $73 billion in lending balances, and nearly 16,000 Financial Advisors in 600+ offices across the U.S. Our Financial Advisors focus on delivering timely, customized solutions and services that help clients meet their financial and life goals. Our offering includes brokerage and investment advisory services, financial and wealth planning, access to credit and lending, cash management, annuities and insurance, and retirement services.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Position Description
* Work as part of a Next Gen Money movement fleet, enabling various payment types and assist in the redesign & transformation of the money movement platform.
* Analyze business processes, functions and procedures across multiple business units.
* Work on and lead the data analysis, reporting and migration efforts as a part of the platform transformation.
* Create user stories for business and functional requirements, including workflow, business rules, use cases, activity and sequence diagrams.
* Design business intelligence tools and dashboards to show project KPIs.
* Meet business unit objectives including cost estimates, date commitments and functionality
* Act as liaison between business units and software development teams, management and users.
* Become a subject matter expert for banking product data by taking on data research/analysis tasks and answering questions about the data.
* Assist with QA/Testing to develop test plans and more detailed test cases.
* Work with the project team and business to identify and resolve issues that arise during projects or as part of day-to-day business operations.
* Actively contribute and participate in design and architecture discussions, daily stand-ups, and Agile Sprint planning sessions Required Skills
* 5+ years of hands-on experience in a business analyst role.
* 3+ years of experience in Money Movement application
* 3+ years of experience in Workflow Automation
* Practiced understanding of system-to-system communication, contracts, and sequence diagrams.
* 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.
* Ability to multitask across a number projects.
* Proficient in JIRA
* Experience within an Agile framework.
Desired skills
* Self-motivated, innovative and can work independently as well as in a team environment
* Able to drive implementation quickly with high degree of quality.
* Strong understanding of systems design such as service oriented and microservice architecture.
* Experience in financial services field
* Understand how to create user flows and UI mockups
* Ability to understand and manipulate data for analysis
* Basic knowledge of JSON, Swagger, Postman and internet browser developer tools
* Proficient in MS Teams and MS Office applications: Excel, Visio, PowerPoint, Word and Project
* Willingness to learn and grow.
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 opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collabor
Apply for this role
Generate a tailored application kit with a matched cover letter, interview prep, and CV highlights — in under 60 seconds.
Apply Now →Generate Application KitFree account required — sign up in 30s