Business Analyst – Cross Sell Strategy

Business Analyst – Cross Sell Strategy

Morgan Stanley is a global financial services firm and a market leader in investment banking, securities, investment management and wealth management services. The Strategy, Architecture and Data Platforms Group is part of the Wealth Management Analytics & Data Organization at Morgan Stanley. The team’s responsibility is to support Wealth Managements strategic objectives through the use and exploitation of its data and analytical assets.
Business Analyst, Cross Sell Product Strategy will be part of the team responsible for driving the strategy and execution for a marketing cross-sell data product tailored towards providing advice-centric solutions to potential leads in the ecosystem. This role will work with an extensive group of partners across business and tech organizations across MSWM and affiliates and focus on defining the product roadmap, capabilities, and business use cases for implementing across digital properties and platforms.

Responsibilities Include:

  • Build product strategy roadmaps to drive alignment and execution
  • Develop process flows, use case documents, and data flow diagrams to be translated into user stories and business requirements
  • Liaise with Sr. Technology and Business areas to drive prioritization decisions, data requirements, implementation, testing and maintenance
  • Succinctly communicate ideas, recommendations, articulate analytics results to business and influence decision making at the level of Senior Leadership
  • Complete ad-hoc analysis across various platform applications and products
  • Establish strong working relationships with team members across business units and Wealth Management functions to support alignment of Wealth Management Strategic Initiatives
  • Utilize proactive problem-solving and innovative thinking to address challenges


Required Skills

  • 2-4 years business/data analytics and project management experience
  • Bachelor’s Degree
  • Experience with Agile and traditional SLDC preferred
  • Highly motivated / self-starter with a sense of ownership, willingness to learn, high degree of curiosity and desire to succeed
  • Analytical mindset with a focus on managing multiple projects with varying degrees of priority
  • Ability to work both independently and collaboratively across multiple business units, teams, and job functions
  • Strong problem-solving skills with the ability to determine business partner needs and create purpose-built solutions
  • Proficient analytical and problem-solving skills with the ability to determine business partner needs and create purpose-built solutions

Desired skills

  • Consulting or business strategy background
  • Experience on working with technology teams closely to drive execution
  • Background in the Financial Services Industry, with an emphasis on wealth management
  • Experience with SQL, SAS, Python, Alpine or DataIku
  • Data visualization experience (e.g. Tableau, QlikView)