AVP, CRM Business Data Analyst

Morgan Stanley
New York, USA
28 Jun 2022
12 Jul 2022
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services.

Morgan Stanley Wealth Management's Investment Solutions team partners across the organization to create/refine business requirements / user stories, define functional specifications, and provide project management support to initiatives aimed at transforming client and Financial Advisor experience for the better. The business data analyst will be responsible for helping to implement an enterprise CRM solution across various sales groups, product business lines, and support functions. They will proactively contribute to changes in processes and procedures with the goal of driving productivity gains.

Job Description Role and Responsibilities:
This position is responsible for end-to-end solutioning; everything from requirements gathering, testing, training and post deployment support. As a Business Data Analyst, you will work alongside Solution Architects and Technical Architects to design, develop, and deploy large-scale enterprise solutions all while learning and growing your skill set.
  • • Position is mainly focused on data-oriented Salesforce initiatives supporting internal and external requests for data. This includes complex data analysis, data sourcing, interpreting and solutioning based on existing data models, data conversion/translation and integration with Hadoop, Data Lake, etc.
  • • Interact daily with business units and business owners to understand business processes and key requirements, proactively work to resolve client issues.
  • • Act as liaison between business units and Project Team in all areas of support and enhancements.
  • • Lead the analysis and business requirements gathering to develop detailed functional requirements, clearly stating project scope.
  • • Create clear, concise and complete functional specifications & requirements documents.
  • • Collaborate with developers to test and verify that solutions will meet the business requirements.
  • • Train user personnel in the benefits of using the product.


Qualifications and Education Requirements
  • • BS/BA degree required. Advanced degrees a plus.
  • • 2-5 years of experience in business data analysis with a focus on complex data analysis and solutioning
  • • Experience using Salesforce or similar CRM Products to develop client or business solutions
  • • Strong ability to represent and document business processes, interaction flows, data flow processes, use cases, test cases, BRDs, FRDs etc.
  • • Working knowledge of Jira and user story writing
  • • Strong knowledge of solution development methodologies (i.e. Agile, Waterfall, SDLC)
  • • Effective in managing multiple parallel work streams and initiatives
  • • Excellent written and verbal communication skills
  • • Detailed, organized, and results-oriented
  • • Excellent troubleshooting, analysis and problem-solving skills
  • • Ability to work effectively in a fast paced, high energy, team-oriented environment
Preferred Skills
  • • Experience on a Salesforce implementation through the full Software Development Lifecycle (SDLC)
  • • Salesforce Admin Certification preferred (or other demonstration of in-depth Salesforce knowledge)
  • • Professional experience in the financial services industry, Wealth Management, or FinTech.
  • • Advanced understanding of MS applications with focus on Visio, Word, Excel and Power Point

This role requires that all successful applicants be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccinations within 3 days of commencement of employment.

Similar jobs

Similar jobs

  • You need to sign in to save