Director, Business Analysis

Morgan Stanley; New York (NY); Hybrid; USD 158,000 - 165,000; Full time

Job summary

Morgan Stanley in New York seeks a Director, Business Analysis to contribute across the Agile lifecycle, partnering with the Product Owner to refine requirements and groom user stories. You will coordinate design discussions, end-to-end testing, and issue resolution while communicating with business, technology, UX, risk and compliance teams.

The role requires a Master’s in Information Systems or related field, 3 years of relevant experience, and strong skills in Agile/Scrum, Jira/Confluence,

Qualifications

• Master’s degree in Information Systems or a related field.
• Three years of experience in business analysis or a related role.
• Experience with Agile/Scrum, Jira and Confluence is preferred.

Responsibilities

• Collaborate with Product Owner to refine requirements and groom user stories.
• Coordinate design discussions and end-to-end testing activities.
• Document use cases, data flows, and sample reports to support delivery.

Skills

Agile/Scrum

Requirements gathering

Data flow diagrams

Use cases

Stakeholder collaboration

Education

Master's in Information Systems or related field

Tools

Jira

Confluence

Visio

Excalidraw

Gliffy

Dataiku

Snowflake

Power BI

Tableau

SQL

Excel

Microsoft Copilot

Job description

Company Profile:

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment, 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.

In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. Our team's greatest value is in providing proactive and consultative trends and insights from rich, trusted data sources for informed decision-making.

What you’ll do in the role:

Morgan Stanley Services Group, Inc. is seeking a Director, Business Analysis in New York, New York to participate in all phases of the Agile lifecycle, including working with the Product Owner to understand business requirements, refining and grooming JIRA user stories, and coordinating design discussions and end to end testing. Analyze functional and technical requirements, document with use cases, wireframes, data flow diagrams, sample reports, or other similar artifacts. Collaborate with key stakeholders from business, technology, UX, risk, legal and compliance to elicit requirements. Act as the interface and advocate between the business users and the development teams. Proactively identify and address issues to full resolution and providing status updates on progress. Conduct review sessions with the various stakeholders on the artifacts. Highlight risks and issues during the software development lifecycle. Telecommuting permitted up to 2 days per week.

What you’ll bring to the role:

• Requires a Master’s in Information Systems, Computer Engineering, or a related field of study
• Requires three (3) years of experience in the position offered or three (3) years as an Associate, Manager, Analyst, or a related role
• Requires three (3) years of experience with the following skills:
  • Agile/Scrum delivery, including sprint planning, backlog refinement/grooming, sprint reviews, and retrospectives;
  • Translating business needs into functional and technical requirements, including documenting use cases, user journeys/flows, and non-functional requirements;
  • Producing analysis and design artifacts, including process flows, data flow diagrams, and interface and API specifications;
  • Using Visio, Excalidraw, or Gliffy;
  • Coordinating end-to-end testing activities, including writing test scenarios/cases, supporting SIT/UAT, triaging defects, and validating fixes through to closure;
  • Running reviews and walkthroughs, and maintaining clear status reporting;
  • Using Jira to create and refine user stories, define acceptance criteria, and manage epics and features;
  • Tracking defects, risks, and dependencies; and
  • Using Atlassian Confluence to organize and maintain project documentation, including technical scripts, datasets, and support artifacts.
• Requires two (2) years of experience with the following skills:
  • Querying and validating data to support requirements and testing using SQL, including reconciling outputs and troubleshooting data issues across environments;
  • Creating stakeholder‑ready materials, including requirements decks, workflow walkthroughs, and release notes, using Microsoft Office, including Excel, PowerPoint, and Word; and
  • Using reporting and data visualization tools, including Microsoft Power BI and Tableau, to build and maintain dashboards and reports, define KPIs and metrics, perform ad hoc analysis, and communicate insights to stakeholders.
• Requires any amount of experience with the following skills:
  • Using AI‑assisted tools, including Microsoft Copilot or GitHub Copilot, to accelerate documentation drafting, meeting summarization, creation of test cases and checklists, and code and query scaffolding;
  • Using Microsoft Excel for analysis and delivery execution, including pivot tables, XLOOKUP or INDEX-MATCH, conditional formatting, basic charts, requirements traceability, UAT progress, and defect triage log;
  • Creating executive‑ready documentation and presentations using Microsoft PowerPoint;
  • Using Dataiku to support data preparation and analytics;
  • Working with enterprise data lakes (“datalake”) and lakehouse‑style architectures; and
  • Snowflake.

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 $158,000 and $165,000 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.