The Wealth Management (WM) Chief Data Office (CDO) sits within the WM Risk organization and strives to find the right balance between risk management and business enablement. WM CDO’s mission is to: prevent unauthorized access to or misuse of client sensitive data and assets; abide by relevant privacy laws and regulations; effectively retain, retrieve, and protect information and records; and mitigate risks caused by inaccurate, untimely, or incomplete WM data.  

The Data Quality Team within WM CDO prioritizes key processes with data quality dependencies, identifies the specific data elements underpinning those processes, and applies controls to ensure compliance with data quality standards.

Role Description:

The WM Data Quality Team is seeking a highly motivated and dynamic Business Analyst to support data and technology initiatives across WM. This individual will play a pivotal role in defining, understanding, and translating complex business and/or technical requirements into clear and actionable deliverables. The ideal candidate thrives in Agile environments, is a natural communicator, and has a strong technical foundation to effectively partner with both IT system owners and business stakeholders.  

Key responsibilities include:

Agile Delivery Support and Execution: Lead certain Agile ceremonies when required (sprint refinement, backlog management, demos/design) and continuously refine the product backlog in JIRAJIRA: Write detailed, descriptive user stories with clear acceptance criteria; collaborate with developers, QA testers, and Business users to ensure clarity of requirementsCross-Functional Collaboration: Serve as a liaison between Business stakeholders, IT system owners, and other partners to understand needs; capture and translate technical concepts into Business terms, and vice versa, ensuring alignment and shared understandingAnalytical and Technical Support: Use Excel to perform data analysis, trend identification, and ad hoc reporting when needed; leverage SQL to pull and validate data to support analysis, requirements, or testing effortsEngage regularly with the Product Owners and IT system owners to gather requirements, provide updates, and validate solutions; work with the Product Owner to ensure an efficient sprint and production releaseCreate impactful PowerPoint presentations for management/leadership when requiredTake clear and structured meeting notes, including action items, due dates, and owners; document business and functional requirements from discussions and design working sessionsProvide meaningful input on discussions, policies, and control design when applicableHost and lead meetings requiring demos, discussion, analysis, design, etc.

Qualifications:

3-4+ years of relevant experience as a Business Analyst in a dynamic Agile environmentStrong experience writing detailed user stories, epics, acceptance criteria, and managing sprint delivery in JIRAProven ability to translate complex technical concepts into understandable business language and vice versaExcellent verbal and written communication skills with the ability to work across all organizational levelsDemonstrated comfort interacting regularly with stakeholders, senior leadership, and managementAbility to learn quickly and serve as a resourceful problem-solver capable of jumping into new systems or domains Excellent written and verbal communication skills, with the ability to communicate at all levels within the organization  Excellent critical thinking, problem-solving, and research skills  Ability to independently manage and execute on multiple, simultaneous workstreams and exhibit strong attention to detail  Expertise in office productivity software, data analysis, and collaboration tools 

Preferred Qualifications:

Knowledge of the financial services industry; preferably in wealth management, finance, operations, or technology Experience with data quality and data governance frameworksExperience with content and tools, including SharePoint, Jive, TeamsExposure to data-related projects in risk or finance is a plus.SQL knowledge for querying and validating datasetsFamiliarity with visualization tools (e.g., Tableau, QlikView, Dataiku) 

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 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's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).