Lead Business Analyst - Parametric

ABOUT MORGAN STANLEY Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit ABOUT PARAMETRIC Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what is important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings. This role is part of Parametric's hybrid working model, which requires working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week. ABOUT THE TEAM The Platform Solution Management team at Parametric is responsible for defining and enabling cross-platform business solutions that meet evolving client needs. These solutions may include products, services, or systems that deliver value to internal and external stakeholders. Operating at the intersection of business, client, and technology, the team collaborates across functions to define solution vision, roadmap, and capabilities, and partners with engineering teams to deliver scalable technology products. ABOUT THE ROLE The Lead Business Analyst is a high-impact individual contributor with potential management responsibilities. This role partners with business and technology teams to deliver technical products from inception through ongoing maintenance, supporting enterprise transformation at Parametric. The role requires a proactive, self-directed individual who engages cross-functional partners, drives alignment, and independently identifies and resolves issues. As part of a broader Solution Management and Business Analysis team, this role models best practices in stakeholder engagement and business analysis. What Success Looks Like Translate business needs into clear, actionable requirements and analysis artifacts that enable efficient design, development, and delivery with minimal rework. Drive alignment across business and technology stakeholders by facilitating decisions, clarifying tradeoffs, and surfacing risks, dependencies, and impacts early. Improve solution quality and business adoption by supporting effective user testing, validating readiness for production, and helping teams implement changes successfully. Lead complex, cross-functional analysis efforts with a proactive, enterprise-minded approach that connects process, data, and technology decisions to broader business outcomes. Model strong business analysis practices through high-quality documentation, stakeholder engagement, and effective use of tools, including AI, to improve team productivity and outcomes. PRIMARY RESPONSIBILITES Conduct user research and requirements elicitation with business partners to define the business need, clarify impacts, and translate findings into clear analysis deliverables. Gather, analyze, and document business requirements to support design and development, including current and future state workflows, user stories, acceptance criteria, data mappings, and wireframes or prototypes as needed. Partner with business stakeholders, developers, and cross-functional teams to align solution direction, advocate for business needs, and identify dependencies across systems, data, and processes. Facilitate cross-functional meetings and workshops that drive decisions on target operating models, business processes, and data-related policies. Support solution delivery by contributing to backlog development and prioritization, advising development teams and product owners on business-facing enhancements, and adapting effectively to Agile or other ways of working. Assist with user acceptance testing, validate production readiness and completeness, and support successful business adoption of delivered solutions. Apply strong knowledge of Parametric’s asset management business, technology landscape, and enterprise objectives to inform analysis, recommendations, and future-state decision-making. Use AI and other tools to improve the quality, efficiency, and strategic value of analysis work products and solution outcomes. JOB REQUIREMENTS Bachelor’s degree required Minimum of 8 years of experience in business analysis Strong domain knowledge of asset management and equity direct indexing Communicate effectively, both verbally and in writing, with peers, technology colleagues, and business partners, including strong questioning and listening skills Tailor communication to the audience, delivering clear and concise messaging appropriate to their level of understanding and interest. Document meetings and work, and communicate decisions through concise written content Strong experience in querying, mapping and documenting data Advanced experience working with Agile/Lean/Kanban software development processes Advanced skills using a variety of tools to document workflows and data mapping, including but not limited to Excel, Visio, Lucid, and Figma Understanding of analysis and documentation goals throughout the project lifecycle Ability to learn quickly and adapt in a fast-paced, high-demand environment Ability to independently manage personal timelines and meet deadlines Ability to successfully manage multiple initiatives and deliverables simultaneously Experience prototyping with AI capabilities Advanced skills using data analysis tools including SQL, Excel, Visio, Lucid, Figma, Tableau, and Python Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services. 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 into your browser. Salary range for the position: $115,000 - $225,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Expected base pay rates for the role will be between $115,000 and $225,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. 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: At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do