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Business Analyst - Wealth Management (Change The Bank)

Morgan Stanley - Melbourne, VIC

Source: uWorkin

Source: uWorkin


Business Analyst - Wealth Management (Change The Bank) Business Analyst - Wealth Management (Change The …

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Morgan Stanley
in Melbourne, Victoria, Australia

Permanent, Full time

Be the first to apply


Morgan Stanley
in Melbourne, Victoria, Australia

Permanent, Full time

Be the first to apply


Business Analyst - Wealth Management (Change The Bank)

About The Organisation

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow.

About The Operations Division

Operations is one of the largest divisions in the firm and has diverse responsibilities, including correctly settling and recording millions of transactions per day, identifying and mitigating all operational risks, developing strong client relationships and partnering with technology to realize the full potential of IT and e-solutions. Throughout, the Operations department continually seeks ways to improve while actively supporting the development of new businesses, structures and markets.

Operations, Change The Bank (CTB) is an operations-based project management and business analysis team that works with Operations, Technology, Branch Administration and the Business to deliver tactical and strategic technology and process changes in support of the Private Wealth Management business in Australia. The general focus for CTB is Operations; however the scope of the team's work covers the full trade lifecycle across Sales, Trading, Risk Management, Operations, Legal, Compliance, Tax and Finance divisions; project priorities include retiring ageing platforms, fueling business growth, delivering efficiency solutions and meeting the demands of regulatory changes.

About the Role

This role is for a Director who will be responsible for managing and executing projects for Australia Operations, including detailed business analysis; it will offer the candidate opportunities to lead and direct components of the Operations change agenda in partnership with the Business Unit and other key stakeholder groups within Australia and regional. The candidate must have proven working experience in a global banking operations environment with project management and solid business analysis skills and should be adept at forming and leveraging effective networks with project partners and across the Firm.

Key Responsibilities

  • Manage and direct projects and initiatives for Australia Operations in support of the Australia Business Unit, tracking progress throughout the project lifecycle, escalating issues and ensuring effective delivery to time and budget
  • Lead the appropriate governance and working group forums to facilitate project progress and ensure all components remain on track
  • Conduct detailed business analysis and problem solving in support of projects to maintain progress and guide others
  • Participate and represent Australia Ops CTB in governance forums to ensure project statuses and Australia Operations issues are clearly articulated
  • Manage stakeholder communication throughout the project lifecycle to ensure all invested parties are apprised of progress and issues are resolved in a timely manner
  • Ensure maintenance of all supporting documentation with comprehensive traceability and audit materials including plans, issues logs, requirements documents, test plans and scripts and implementation strategies
  • Work closely with Technology partners to design, develop and implement technology platforms to deliver solutions to meet business requirements

About The Candidate

The candidate must have 5+ years of business analysis and project/ program management experience in banking operations. The individual must have the ability to develop strong relationships with various teams across the firm and excellent communications skills to achieve desired results. Project experience in wealth management business and/or Operations is an advantage. Expanding on these points below:


Strong project management and business analysis skills are required. The candidate must be able to plan and execute projects, prioritise and successfully execute and ensure that the solution meets the needs of the PWM business. An understanding of the wider context is necessary to ensure that appropriate solutions are generated which consider protection of the Firm's franchise in the future. These skills should be coupled with a creative, flexible and pragmatic approach to problem solving. A track record of project delivery and prior experience of stakeholder management is required.


The candidate will be required to influence and build strong relationships with project team members across geographical and functional boundaries, the ability to build strong networks and effective working relationships will be essential. This individual will be required to liaise with colleagues at all levels in a structured manner. They will need to communicate requirements to Technology and project partners as well as negotiate the balance between delivery of business requirements and achieving deadlines and targets.

Management and Leadership:

The candidate will be expected to show an appropriate level of independence while operating within a management structure and take appropriate responsibilities for others' work. Some management of direct reports or contingent workers could also be involved.


This role requires an individual who has strong communication and organisational skills. The candidate must be highly motivated, be able work independently when necessary and approach problems with a positive outlook and desire to find solutions. The role requires clear agenda setting, preparation and planning for meetings and tasks. In combination with strong written and verbal communication skills.

Business Knowledge:

A good understanding of banking operations and financial products across asset classes is required, with a preference for previous working knowledge in Wealth Management.

Equal Opportunity Statement

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity or expression, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected pregnancy/maternity leave), veteran status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce.