UAT Insourcing Strategy, Platforms, Associate, Wealth Management

About Us

Morgan Stanley is a global financial services firm and a market leader in investment banking, investment management and wealth management services.

At Morgan Stanley India, we are shaping the future of our global business and contributing to our local community. Our team works with the Wealth Management Platforms group from our office in Mumbai.

Division Profile

The Wealth Management Platforms organization manages digital platforms and experiences across the Advisor, Workplace and Direct channels, ensuring that our capabilities lead the industry and are delivered and integrated seamlessly.

Position Summary

Morgan Stanley is seeking a highly skilled UAT Analyst with expertise in functional business analysis to join our dynamic team. The ideal candidate will have a strong background in understanding business requirements, defining and validating primary use cases, and ensuring comprehensive testing to enhance the end-user experience. This position will report to a Lead of Wealth Management Platforms.

Job Description:

Key Responsibilities:

Functional Business Analysis:

• Define and validate primary use cases to ensure they meet business needs and user expectations.
• Collaborate with stakeholders to analyze business requirements End to End, ensuring alignment with business objectives.
• Document functional specifications and business rules for stakeholders.

Testing:

• Develop comprehensive test scenarios with a focus on the end-user experience, conducting functional, regression, and end-to-end testing.
• Open and maintain test accounts; support production checkouts and be flexible with working hours, including coordination with teams in other regions and during release weekends.
• Acquire knowledge of platforms, applications, and peripheral systems to become a subject matter expert in these areas.
• Work effectively in an Agile Squad with stakeholders from Technology and Platforms teams; liaise with the Technology QA Team to ensure efficient coverage.
• Assist in refining acceptance criteria to ensure completeness and comprehensiveness.

Status Reporting and Ceremony Participation:

• Participate in and contribute to Scrum ceremonies, including sprint planning, daily stand-ups, and refinement sessions.
• Provide testing status updates to Squad and UAT Leads, escalate risks and issues, and manage defects.

Supporting and Planning:

• Create test plans, test cases, and scripts; conduct testing of negative scenarios to ensure systems meet standards and end-user requirements.
• Serve as a proxy to Product Owners and Business Analysts to support testing, including the review, prioritization, and management of defects.
• Proactively reflect on work accomplished, identify current and potential blockers, and plan next steps.

Experience and Qualifications:

• Bachelor’s degree in finance, economics, technology, or a related field, or an equivalent combination of training and experience.
• Minimum 3-6 years of experience in UAT, preferably in Wealth Management, Financial Services, Banking or Technology organizations.
• Experience partnering with stakeholders across different regions.

Skills Required:

• Strong attention to detail and an analytical mindset, with the ability to manage multiple projects with varying priorities.
• Excellent active listening, research/investigative, and communication skills (verbal and written).
• Ability to work independently and as part of a team, with a strong sense of accountability, ownership, and proactiveness.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint).
• Knowledge of Agile methodologies, delivery practices, and reporting.
• Application and/or software testing experience.

Preferred Skills:

• Salesforce experience is preferred.
• Experience with tools/techniques/processes such as Playwright, RestAssured, Junit, Agile, BDD, Jira, ALM, TeamCity, and traditional SDLC.
• Experience in SQL scripting.
• Proficiency in test script automation.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. 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. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. 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.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years.  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. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. 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.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.  Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.