Mumbai, Maharashtra, India
1 day ago
Analyst - UAT Insourcing Strategy (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
The Wealth Management Platforms User Acceptance Tester will be responsible for a variety of user acceptance testing functions and status reporting that support our Squads across our different Platforms Areas, working in an Agile environment. These Platform Areas drive the completion of senior leadership's vision of platforms used by our financial advisors, branch managers, support professionals and clients. The ideal candidate will be a highly motivated self-starter who can swiftly develop an understanding of the business' systems/platforms and conduct acceptance testing. This position will report to a UAT Lead and serve as a proxy to Product Owners and Business Analysts.
Key Responsibilities
- Testing
- Understand business requirements to create comprehensive test scenarios with an emphasis on the end-user's experience; conducting functional, regression, and end-to-end testing
- Open and maintain test accounts; support production checkouts and be flexible with working hours, including with those in other regions and ahead of releases (e.g., release weekends)
- Have strong desire to learn new platforms, applications, and systems with the goal of becoming a subject matter expert in their respective areas.
- Work effectively in an Agile Squad with stakeholders from Technology and Platforms teams; liaise with Technology QA Team to ensure efficient coverage
- Assist in refinement of acceptance criteria ensuring that it is complete and comprehensive
- Status Report and Ceremony Participation
- Participate in and contribute to Scrum ceremonies (e.g., sprint planning, daily stand-ups, refinement sessions, etc.)
- Provide testing status to Squad and UAT Leads, escalate risks and issues, and defect management
- Supporting and Planning
- Create test plans, test cases, and scripts; conducts testing of negative scenarios to ensure that systems meet standards End-User Requirements
- Serve as a proxy to Product Owners and Business Analysts to properly support testing, including the review, prioritization, and management of defects
- Build thorough understanding of the WMP business contexts (e.g., systems, processes, and end-users, etc.)
- Proactively reflect on a regular basis (daily and weekly) work accomplished, current and potential blockers for completing work, and next steps

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
The Wealth Management Platforms User Acceptance Tester will be responsible for a variety of user acceptance testing functions and status reporting that support our Squads across our different Platforms Areas, working in an Agile environment. These Platform Areas drive the completion of senior leadership's vision of platforms used by our financial advisors, branch managers, support professionals and clients. The ideal candidate will be a highly motivated self-starter who can swiftly develop an understanding of the business' systems/platforms and conduct acceptance testing. This position will report to a UAT Lead and serve as a proxy to Product Owners and Business Analysts.
Key Responsibilities
- Testing
- Understand business requirements to create comprehensive test scenarios with an emphasis on the end-user's experience; conducting functional, regression, and end-to-end testing
- Open and maintain test accounts; support production checkouts and be flexible with working hours, including with those in other regions and ahead of releases (e.g., release weekends)
- Have strong desire to learn new platforms, applications, and systems with the goal of becoming a subject matter expert in their respective areas.
- Work effectively in an Agile Squad with stakeholders from Technology and Platforms teams; liaise with Technology QA Team to ensure efficient coverage
- Assist in refinement of acceptance criteria ensuring that it is complete and comprehensive
- Status Report and Ceremony Participation
- Participate in and contribute to Scrum ceremonies (e.g., sprint planning, daily stand-ups, refinement sessions, etc.)
- Provide testing status to Squad and UAT Leads, escalate risks and issues, and defect management
- Supporting and Planning
- Create test plans, test cases, and scripts; conducts testing of negative scenarios to ensure that systems meet standards End-User Requirements
- Serve as a proxy to Product Owners and Business Analysts to properly support testing, including the review, prioritization, and management of defects
- Build thorough understanding of the WMP business contexts (e.g., systems, processes, and end-users, etc.)
- Proactively reflect on a regular basis (daily and weekly) work accomplished, current and potential blockers for completing work, and next steps

Experience
- Bachelor's degree in finance, economics, technology or related field
- Internship or Relevant experience in a professional setting, financial services or technology experience preferred.

Skills Required
- Strong attention to detail and an analytical mindset, with a focus on managing multiple projects with varying degrees of priority
- Strong active listening, research/investigative, and communication (verbal and written) skills
- Ability to work independently and with a team, possessing a strong sense of accountability, ownership, proactiveness, and relationship building
- Ability to understand how testing in any scenario / for any system fits into the bigger picture of why the work is being done, what is the broader impact and to whom testing impacts (e.g., business/tech leadership, end-users, etc.) and how it benefits Morgan Stanley at-large
- Proficient with Microsoft Office (Word, Excel and PowerPoint)

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.

Experience
- Bachelor's degree in finance, economics, technology or related field
- Internship or Relevant experience in a professional setting, financial services or technology experience preferred.

Skills Required
- Strong attention to detail and an analytical mindset, with a focus on managing multiple projects with varying degrees of priority
- Strong active listening, research/investigative, and communication (verbal and written) skills
- Ability to work independently and with a team, possessing a strong sense of accountability, ownership, proactiveness, and relationship building
- Ability to understand how testing in any scenario / for any system fits into the bigger picture of why the work is being done, what is the broader impact and to whom testing impacts (e.g., business/tech leadership, end-users, etc.) and how it benefits Morgan Stanley at-large
- Proficient with Microsoft Office (Word, Excel and PowerPoint)

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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