Business and Product Analyst

$80,000 - $125,000/Yr

Morgan Stanley - New York, NY

Full-time - Mid Level

New York, NY

10,001+ employees

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

Morgan Stanley is a global financial services leader with three core businesses - Institutional Securities, Wealth Management, and Investment Management. Morgan Stanley Wealth Management (MSWM) is a market leader in delivering comprehensive financial planning advice and related services, including investment management, brokerage, lending, deposits, and cash management through our network of 15,000 Financial Advisors, E*TRADE for self-directed investors, and to employers and their employees through Morgan Stanley at Work. MSWM's Private Banking Group (PBG) offers a variety of lending, deposit, and cash management solutions such as securities-based loans, home loans, and cash management accounts. PBG is responsible for developing, launching, and managing innovative banking and lending services tailored for Wealth Management clients through its US Bank entities: Morgan Stanley Private Bank, National Association (MSPBNA), Morgan Stanley Bank, N.A. (MSPBNA), and E*TRADE Bank (ETB). We are seeking a high potential AVP to provide product and project management support, through comprehensive knowledge of all banking and lending products and services. The role will require an understanding of both bank and broker dealer banking and lending solutions. The candidate will work closely with and coordinate across all groups including: sales, product, operations, and control partners, supporting cash management and lending growth-oriented initiatives. The candidate will support several projects related to enhancing processes and supporting product development, including go-to-market infrastructure and post-launch analysis. The role will require strong PowerPoint skills to help present the work to partners and executive leadership.

Responsibilities

• Assist with design and execution of strategic plans that prioritize and promote transformation to drive cash management and lending adoption through optimal servicing models focused on creating scale and efficiency in the FA channel.
• Provide project management support on complex initiatives supporting and driving progress and accountability to advance portfolio of initiatives for the business.
• Collect inputs and prepare weekly project progress updates; document meeting outcomes, key decisions and next steps, identify and communicate with task owners to drive accountability and accelerate progress.
• Conduct competitive analysis, identify product gaps and recommend initiatives to grow and develop product suite.
• Partner with stakeholders across the bank to implement product initiatives.
• Analyze complex business processes, workflows and product support models to identify opportunities for enhancements.
• Develop management presentations and communications to articulate initiatives progress and to support business management and development.
• Develop and maintain data analysis, visualizations and reporting on key performance, adoption and risk metrics.
• Monitor and drive understanding of competitor and industry trends, enable analysis for various strategic planning assignments.

Requirements

• Minimum 3 years of financial service experience required.
• Proficient with Microsoft Office suite, especially PowerPoint and Excel.
• Strong interpersonal and communication skills, both written and verbal.
• Exceptional problem-solving skills and ownership of issues through complete resolution.
• Ability to work under pressure, meet deadlines, multi-task and manage expectations.
• BA or BS required.

Benefits

• Commission earnings
• Incentive compensation
• Discretionary bonuses
• Short and long-term incentive packages
• Morgan Stanley sponsored benefit programs