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MSWC UAT, Client Segments, Analyst, Wealth Management

3 days ago 2026/11/11 ·Application closes in 119 days
Other Business Support Services
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Job description

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.


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.


Division Profile:


Morgan Stanley Wealth Management Canada (MSWC), an affiliate of MS, is a fully licensed Canadian broker dealer with various client service channels under its umbrella.  MSWC offers a digital, self-directed channel for participants of Morgan Stanley at Work (MSAW) Corporate Clients and a full-service wealth offering via Virtual and Financial Advisors for advice clients.


Position Summary:


  • The MSWC Platforms User Acceptance Tester will be responsible for a variety of user acceptance testing functions and status reporting that support our business across different channels.  These channels drive the completion of senior leadership’s vision of our digital and wealth 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. The MSWC business uses a combination of waterfall and an Agile methodologies for our initiatives.

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 MSWC 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.
  • Candidate should have experience of 6months to 2 Years

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)

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.


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