About the position
The role is within Wealth Management in the Alternative Investments Business supporting products such as hedge funds, private equity, private credit and private real estate. Morgan Stanley has one of the largest alternative investments platforms in the industry and it is one of the fastest growing segments of the firm. The Alternative Investments Platforms Team is responsible for leading strategic initiatives as well as application reengineering efforts for various Wealth Management products with the ultimate goal of improving the financial advisor/client experience and increasing operational efficiency. Examples of key initiatives include digitizing processes that were historically paper-based and manual. The candidate will work closely with the various groups within the different business areas (sales, product, operations, etc.) and across Wealth Management to manage initiatives throughout the program development life cycle.
Responsibilities
- Collaborate with key stakeholders from business, technology, operations, legal & compliance to capture requirements.
- Support various workstreams by organizing tasks and ensuring timely follow-ups.
- Identify and create user stories, use cases, workflows, and business processes that align with the stakeholders need and overall platform goals.
- Gather feedback to identify and prioritize gaps, enhancements, and new features.
- Maintain a product backlog - identify, groom, and validate user stories.
- Participate in backlog refinement and sprint planning sessions to communicate requirements and drive consensus with squad and program stakeholders.
- Work closely with Technology as key partner, interfacing back with business and operations teams to ensure alignment and transparency.
- Prepare presentations, user demos, and status updates.
- Becoming an application/platform subject matter expert.
- Develop and execute comprehensive communication and training plans.
Requirements
- Bachelor's Degree.
- Ideal candidate will have 10-13 years of relevant finance industry experience.
- Proficiency in Microsoft Office with a particular strength in Microsoft Excel is required.
- Organized and attention to detail focused.
- Problem solving skills with the ability to identify and escalate risks.
- Ability to critically assess process for optimization and the organization skills to drive continuous improvement to underlying function set.
- Ability to take direction and work independently, as well as in a team environment.
- Firm understanding of the importance of accuracy in quality of work/downstream impacts.
- Excellent written and verbal communication skills and ability to effectively interact with senior management.
- Strong reasoning and problem-solving skills and ability to think and act like an owner.
- Efficient time management skills / ability to prioritize competing urgent tasks that team is involved with.
- High level of organizational skills and attention to detail.
Benefits
- Comprehensive employee benefits and perks in the industry.
- Commitment to diversity and inclusion.
- Support for employees and their families at every point along their work-life journey.
