Business Analyst Management, Platforms, Analyst, Wealth Management

About Us:

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.

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. It manages digital products used by over 16,000 Financial Advisors across the firm. WM Platforms consists of nine sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow Solutions, Digital Trading & Investing, UX Design & Research, Strategy & Execution. Business Control & Support, and the Chief Operating Office.

The Chief Operating Office (COO) Business Management Team is responsible for all aspects of non-technology budget, managing financials and corresponding reporting across the Platforms organization. Business Management serves as the primary liaison between our core businesses and the vendors that support them. This includes the oversight of Platform’s contingents as well as the management and enforcement of the Wealth Management expense policy.

Primary Responsibilities:

• Become a subject matter expert on Wealth Management expense policy and tools across key Platforms regions – North America, Canada, India and Budapest

• Own Platforms Travel & Entertainment (T&E) expense management front to back – including:

o Counseling employees on policy and ensuring process is understood across the organization

o Reviewing and approving expense submissions made in Concur, partnering closely with employees to address any gaps or issues

o Coordinate with Platforms’ stakeholders on creation of Entertainment and Conference (EnC) requests where needed

• Create & maintain best practice documentation on expense process and Platforms-specific guidelines

• Collaborate with expense partners at AMEX and Platforms employees to address reporting and payment issues

• Create recommendations and reporting associated with annual budget, forecasting and actuals for the T&E budget

• Create and maintain tracker for ENC requests to analyze risks and opportunities throughout the year

• Management of vendor invoicing for WM Platforms including the processing of invoices in relevant tools and following up for approval where required

Required Skills and Qualifications

• 0-1 year of business analyst experience, preferably with a financial services background

• Basic understanding of accounting concepts (P&L, margin, forecasting, etc.)

• Excellent organizational skills with attention to detail

• Ability to interact effectively and collaborate with stakeholders across platforms – strong EQ is a must

• Effective, creative and flexible problem solver

• Strong written and verbal communications skills, ability to interact at all levels of the organization and tailor messages appropriately

• Independent self-starter who can manage day-to-day deliverables and prioritization with limited overlap with the onshore team

• Proficient with the Microsoft Office Suite, including Excel, Outlook, Teams and PowerPoint

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-officesinto your browser.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.