Morgan Stanley

PBG Lending Platform Analyst, Platforms, Analyst, Wealth Management

Posted On

June 18, 2025

Location

Mumbai, Maharashtra

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

July 23, 2025

Job Description

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. In addition, Morgan Stanley Wealth Management is one of the world's largest networks of Financial Advisors.

Within the Wealth Management Platforms Organization, The Private Banking Group's Digital Platform team is building an industry leading platform that leverages cutting-edge technology to offer cash management, lending, and mortgage products for all client segments. We are embarking on a multi-year growth plan to deepen existing client engagement across all channels, increase our lending capacity, and expand our product offering as part of our integration with E*TRADE. Our team is comprised of Product Owners and Business Analysts who are passionate about building a highly automated, scalable platform - which are critical to delivering the private bank's growth strategy, and to improve the experience of our clients, financial advisors, and private bankers alike. Within the Private Banking Group's Digital Platform team, the CRM team is focusing on building an industry leading CRM platform across the entire Private Bank Group (PBG).

Position Summary

Our team is seeking a high-performing analyst with a passion for building innovative technology, formulating innovative solutions to complex problems, and helping scale our platform. The analyst will join our CRM team to define the Customer Relationship Management (CRM) strategy for all PBG client-facing professionals and build the next generation of CRM platform using industry leading tool-Salesforce. The analyst will support a primary Product Owner with and lead certain workstreams related to product strategy, product analysis, and end to end execution, including:

- Contribute to all aspects of these initiatives, from meetings with stakeholders, to writing requirements/user stories, to delivering the technology products

- Collaborate closely with technology, business, and sales partners

- Engage in end-user research, data analysis, UX/UI and tech design

- Assist with testing strategies, end user testing, and test plan execution

- Present to senior management and key stakeholders

- Present project updates and analyses to executive management and stakeholders

Qualifications

> 0.6 to 2 years of professional experience in technology product management and design
> 0.6 to 2 years of professional experience in the wealth management, retail banking, and/or consumer financial technology
> Experience in Salesforce CRM platform a plus
> Experience with software business analysis required
> BA/BS required

Skills/Abilities

> Professional experience in consumer technology, banking, wealth management and /or top tier consulting firm
> Strong attention to detail in both technical and non-technical capacity
> Focus on usability and eye for design
> Excellent relationship building capabilities with partners both internal and external to the organization
> Independent initiative and comfort working in a fast-paced environment
> Strategic thinker able to define and evaluate alternatives, and translate goals into specific project tasks
> Excellent communicator with solid written and verbal presentation skills
> Highly developed sense of ownership and accountability for work
> Ability to adapt to change and evolving business needs
> Ability to measure a given business problem in order to both quantify the issue and the benefits from the technology solution

> Fluent with Excel, PowerPoint

EOE M/F/D/V Committed to Diversity

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:

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 opportunities employer. 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.

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