Product and Financial Planning, Platforms, Associate, Wealth Management at Morgan Stanley

Mumbai, maharashtra, India -

Full Time

Start Date

Immediate

Expiry Date

05 Feb, 26

Salary

0.0

Posted On

07 Nov, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Business Analysis, Product Management, Platform Support, Agile Methodologies, Analytical Skills, Organizational Skills, Problem-Solving, Communication Skills, Team Collaboration, Financial Products Knowledge, Investment Lifecycle Understanding, JIRA, Confluence, MS Office Suite, Data Visualization Tools, Attention to Detail

Industry

Financial Services

Description

Collaborate with product, business, and technology teams to analyze and document business requirements for new features, enhancements, and regulatory initiatives. Document user stories, process maps, and data flow diagrams to ensure clarity between business objectives and technical implementation. Participate in platform design discussions, UAT planning, and testing for enhancements related to trading, portfolio management, and reporting. Help monitor platform adoption and usage metrics, and prepare insights or dashboards highlighting key trends. Consolidate and track user and stakeholder feedback to support prioritization of product or platform improvements. Coordinate cross-functional activities between business, operations, technology, legal, risk, and compliance teams to ensure smooth project execution. Maintain clear, organized documentation for requirements, test cases, and release notes. Support the development of training materials, FAQs, and user guides for internal partners as new functionalities are rolled out. 4-6 years of professional experience in business analysis, product management, or platform support within wealth management, financial services, or fintech. Proven ability to analyze, document, and communicate business and technical requirements in Agile or hybrid delivery models. Strong attention to detail with excellent analytical, organizational, and problem-solving abilities. Excellent written and verbal communication skills with the ability to interact effectively across global business and technology teams. Ability to manage multiple tasks under tight deadlines in a dynamic environment. Team player with a collaborative attitude and strong ownership mindset. Working knowledge of financial products — particularly fixed income, equities, and structured products — and how they are traded, booked, and reported in a wealth management environment. Understanding of investment lifecycle processes — trade execution, confirmation, settlement, and reporting. Familiarity with JIRA, Confluence, MS Office Suite, and data visualization tools (Excel, Power BI) is a plus. Bachelor's degree in Business Management, Finance, Economics, Computer Science, Engineering, or a related field required. 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. 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-offices into your browser. 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.

Responsibilities

The role involves collaborating with various teams to analyze and document business requirements for new features and enhancements. Additionally, it includes monitoring platform adoption and preparing insights or dashboards to highlight key trends.