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Risk and Control -Director - Wealth Management Operations
Morgan Stanley
South Jordan, UT, United States
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Description
NCCO Service/Quality Metrics Reporting Analyst
This position is within the Shared Services department in the Wealth Management Operations division. As part of a centralized team responsible for providing performance reports and analytics for all of Wealth Management operations. As part of the team this candidate will support reporting and analytics for survey reporting through Qualtrics while supporting report design/creation and maintenance, supporting ad-hoc requests, providing analysis for specific line of business groups, supporting call recording inquiries and analytics to ensure all major stakeholders have transparency into their respective lines of business.
Responsibilities
• Working as a liaison between Business and Technology team to understand business objectives, translate them to meaningful requirements and work as a point of contact for technology teams.
• Responsible for building and managing strong partnership with business stakeholders
• Supporting the development, distribution and understanding of new and existing reports
• Supporting full life-cycle for new projects (analysis, design, development, testing, implementation), as well as providing assistance in resolution of production problems
QUALIFICATIONS
Skills Required
• 0-3 years of Business Analysis experience
• Strong analytical and problem solving skills with the ability to understand relational data sets along with being able to translate business requirements with technical results.
• Excellent verbal and written communication skills with experience in preparing executive summary, creating detailed project and program level updates, writing functional requirements and other user documentation
• Must be able to communicate across a variety of audiences.
• Effective time management, relationship management, negotiation and prioritization skills
• Bachelors degree or historical work experience
Skills Desired
• Prior technical experience with databases, SQL, scripting, NICE Interaction Management, Interactive Analytics, Qualtrics
• Prior experience with Business Intelligence reporting tools like Excel, Access, SQL, QlikView and Tableau a plus
• Familiar with database structures in Avaya, Genesys, NICE IEX, NICE Interactive Analytics, CRM Applications