Description 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. 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. Department Profile The Wealth Management Investment Platforms team is responsible for supporting the creation, on-going development of the latest solutions for Morgan Stanley clients, prospective clients and financial advisors. The FA Platforms team manages digital products used by over 16,000 Financial Advisors across the firm. The Financial Planning Group within the Wealth Management Investment Platforms team is responsible for the financial planning and advice tools leveraged by Morgan Stanley Financial Advisors and clients. Primary Responsibilities As part of the Financial Planning team, this individual will support the development and management of the firm's financial planning and advice tools. This candidate will primarily be focused on efforts related to the development of Advice Analytics supporting Morgan Stanley's Financial Planning and Advice tools.
Perform detailed research and analysis on various Investment Products and perform business analysis in order to identify options to integrate solutions within the advice analytics.
Develop models to be used in the creation, evaluation and development of analytics.
Work with Investment Research, Product Management and Business Analysis teams to develop business requirements and review systems specifications documentation for projects related to the development of analytics used within financial planning and advice tools.
Assist in the model review and validation process.
Assist in the review of user acceptance test plans to ensure production readiness
Support the release and implementation of platform and product enhancements
Provide support to users in the field for issues escalated to the product development team from partner support teams.
BS/BA degree required. Advanced degrees a plus.
A minimum of 2-3 years of professional experience in financial planning, wealth management or product management Required Skills
Professional experience in the financial services industry, Wealth Management, or FinTech.
Strong written and verbal communications skills, ability to interact at all levels of the organization and tailor messages appropriately
Strong analytical skills, ability to conduct data analysis in Microsoft Excel and identify data points critical for decision making
Ability to develop models leveraging VBA in excel or matlab.
Understanding of financial planning concepts and experience with financial planning software.
Independent self-starter who can manage multiple activities to aggressive deadlines
Familiar with SDLC processes (e.g., Waterfall) and Agile Methodology
Experience working with cross functional teams, including product management, UX, technology, legal, risk and compliance.
Highly skilled in Microsoft Excel, PowerPoint, Word, Project and SharePoint
Internal Number: 5443833
About Morgan Stanley USA
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