Digital Client Experience and Platforms Business Analyst – Associate

Socket.dev; New York (NY); On-site; USD 58,000 - 115,000; Full time

Job summary

Morgan Stanley's Digital Client Experience & Platforms team seeks a talented Associate Business Analyst to support product owners, prioritize roadmaps, and translate business needs into digital experiences for clients. You will work on defining requirements, user journeys, and data flows across digital planning solutions, collaborating with technology, UX, risk, and compliance.

You will assist with backlog refinement, sprint planning, and acceptance criteria, while helping to define KPIs and

Qualifications

• Bachelor’s degree required; CS/Engineering/Math or related field preferred.
• 2–3 years as software business or systems analyst in an Agile/scrum environment.
• Proven track record delivering digital products on time and within scope.
• Excellent communication; ability to present complex info clearly.

Responsibilities

• Define and prioritize product roadmap, release planning, and business requirements.
• Map user journeys, workflows, and critical processes to support product vision.
• Leverage AI analyses to prioritize backlog and forecast.
• Groom epics and user stories for sprints using Jira/Confluence.
• Draft product scope, user stories, and metrics for AI-driven initiatives.
• Refine backlog and participate in sprint ceremonies.
• Define acceptance criteria and oversee testing when needed.
• Manage data flows/models and diverse datasets for digital planning solutions.
• Collaborate with technology to ensure rapid delivery of releases.
• Engage stakeholders from business, risk, UX, and compliance to elicit needs.
• Prepare demos, status updates, and presentations.
• Collect feedback to identify gaps and new features.
• Work with UI/UX on information architecture and wireframes.
• Coordinate with program management to plan releases.
• Track KPIs and adoption metrics to evangelize usage.
• Assist with defect triage and production issue remediation.

Skills

Agile experience

Communication skills

Cross-functional collaboration

Organizational skills

Office suite proficiency

JIRA

SharePoint

HP ALM

Education

Bachelor’s degree in Computer Science, Engineering, Mathematics or related field

Tools

JIRA

JIVE

SharePoint

HP ALM

Job description

Digital Client Experience and Platforms Business Analyst – Associate

Wealth Management Platforms
Purchase, NY

About Morgan Stanley

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm’s employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

Morgan Stanley is committed to helping its employees build meaningful careers and we strive to be a place for people to learn, achieve and grow.

Department Overview

In the Wealth Management division, we help people, businesses and institutions build, preserve, and manage wealth so they can pursue their financial goals

Wealth Management (WM) Platforms manages industry-leading platforms, across all WM channels and client segments, to provide a unified digital experience, unlock growth, and deliver efficiencies for Advisors, Clients, and Institutions. WM Platforms consists of ten sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow, Digital Trading & Investing, Generative AI, UX Design & Research, Strategy & Execution, WM Platforms Risk, and the Chief Operating Office.

The Digital Client Experience & Platforms team defines and drives the online and mobile experiences for Morgan Stanley clients. In the Business Analyst role, you will inform direction and contribute to the creation and on-going success of the latest digital solutions for our clients. This role will focus specifically on supporting product owners on the Digital Advice & Planning team to help execute against business objectives and deliver on the product roadmap for Morgan Stanley's Digital Client Experience and Platforms organization. In this role, you will have the opportunity to help define and launch engaging consumer-facing experiences and apply your knowledge and subject matter expertise in financial services, wealth management, financial planning, investment advice, and digital experiences/technologies to create and launch innovative digital products and platforms for Morgan Stanley's client channels.

What you'll do in the role:

• Support product owners with definition and prioritization of product roadmap, release planning, and development and communication of business requirements

• Assist with critical user journeys, use cases, workflows, and business processes that align with the product vision/goals and address critical user and control needs

• AnalyzingAI use casesto automate internal processes and deliver AI-powered client experiences

• Support prioritized product backlog- identify, groom, and validate epics and user stories for agile sprints using Jira/Confluence

• UsingAI analyticsfor backlog prioritization/forecasting and automation of tasks

• Usinggenerative AIto draft product scope, user stories, define functional behavior, and metrics for AI-driven initiatives

• Assist with backlog refinement and sprint planning ceremonies to communicate requirements

• Specify acceptance criteria, review testing cases/scenarios and perform and oversee user acceptance testing as needed

• Analyze, define, and manage data flows/models and diverse datasets to define requirements and expected behavior for Morgan Stanley's digital planning solutions

• Work closely with the technology team to assure effective communication of requirements and rapid delivery of key product releases

• Collaborate with key stakeholders from business, technology, UX, risk, cyber & fraud, communications, legal & compliance to elicit requirements

• Prepare presentations, user demos, and status updates

• Gather, organize, and assimilate internal and external feedback to identify and prioritize product gaps, enhancements, and new features

• Collaborate with UI/UX team to develop information/interaction architecture, user flows, wireframes, and visual design comps

• Team up with program management/business transformation office to effectively organize and plan product releases

• Define, collect, and track KPIs and product/program adoption and usage metrics evangelize for adoption

• Assist with triaging defects, supporting incident/production issue remediation, partnering with tech on fixes.

Skills Required:

• Bachelor’s degree required. Degree in Computer Science, Engineering, Mathematics or related field is preferred. Master’s degree will be a plus.

• 2 - 3 years of experience as a software business or systems analyst with track record of delivering new innovative web or mobile applications within an agile/scrum development process

• Proven track record of delivering successful digital products on time and within scope.

• Experience working in an Agile development environment.

• Excellent communication skills, including the ability to present complex information in a clear and concise manner.

• Ability to collaborate effectively with cross-functional teams and stakeholders at all levels of the organization.

• Highly organized; detail oriented and can act as an advocate for the client and advisor

• Strong Microsoft Office Skills (Excel, PowerPoint, Word).

• Familiarity and experience with JIRA, JIVE, Sharepoint, HP ALM

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 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 collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Expected base pay rates for the role will be between $58,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.