Asset Movement Business Analyst

Morgan Stanley New York , NY 10007

Posted 6 months ago

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Morgan Stanley Wealth Management (MSWM) has over $2 trillion under management and is one of the world's largest networks of Financial Advisors.

The Field Strategic Services (FSS) group within MSWM is responsible for transformational platform strategies that provide better tools for our Financial Advisors, support staff, and our clients. The Strategic Client Services (SCS) Asset Movement Platforms team encompasses a wide range for responsibilities including initiatives intended to modernize the branch employee experience by automating and streamlining e-tool and asset movement related processes and platforms. The team also focuses on policies and procedures in support of these activities within Wealth Management.

Primary Responsibilities

  • Perform business analyst and project management tasks as directed by the

management team for the transformation of e-tool and asset movement related

platforms and activities.

  • Provide day to day support for field inquiries and escalations for a variety of

asset movement related and e-tool procedures and platforms

  • Coordinate communication between field, Operations and Technology partners

  • Develop and maintain asset movement related policies and procedures


  • BA or BS preferred, but not required

  • Familiarity with both waterfall and agile methodologies

Required Skills / Qualifications:

  • Financial Services experience preferred

  • Strong leadership skills

  • Experience in process and platform redesign initiatives

  • Highly motivated with a strong work ethic and a will to succeed

  • Strong written and verbal communication skills in both business and technical


  • Strong analytical, process-oriented, problem-solving/issues-resolution and

organizational skills

  • Be self-motivated and able to work in a strong team and high activity

environment where the sharing of ideas and talents is encouraged and


  • Ability to work independently in a multi-tasking, deadline-driven environment

  • Proficient knowledge of Microsoft Excel, Word, and PowerPoint

Desired Skills / Qualifications:

  • Experience with agile methodologies

  • Flexibility to travel if/as needed

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Asset Movement Business Analyst

Morgan Stanley