PWM Asia Operations - Project Manager/Business Analyst, Senior Associate
Morgan Stanley
Hong Kong, Hong Kong

PWM Ops CTB Team : Business Analyst / Project Manager, Operation Specialist

Overview of the PWM Asia Operations Change The Bank (CTB) :

PWM Asia Operations Change The Bank (CTB) is an operations-based project management and business analysis team that works with Operations, Technology, Branch Administration and the Business to deliver tactical and strategic technology and process changes in support of the Private Wealth Management business in Asia.

  • The general focus for CTB is Operations; however the scope of the team's work covers the full trade lifecycle across Sales, Trading, Risk Management, Operations, Legal, Compliance, Tax and Finance divisions;
  • project priorities include retiring ageing platforms, fuelling business growth, delivering efficiency solutions and meeting the demands of regulatory changes.

    Overview of the Role :

  • This role is for a Director who will be responsible for managing and executing projects for PWM Asia Operations, including detailed business analysis;
  • it will offer the candidate opportunities to lead and direct components of the PWM Operations change agenda in partnership with the Business Unit and other key stakeholder groups.

    The candidate should have proven experience in project management with solid business analysis skills and should be adept at forming and leveraging effective networks with project partners and across the Firm.

    Knowledge of the wealth management sector is an advantage

    Duties and Responsibilities :

  • Manage and direct projects and initiatives for PWM Operations and in support of the PWM Business Unit, tracking progress throughout the project lifecycle, escalating issues and ensuring effective delivery to time and budget
  • Lead the appropriate governance and working group forums to facilitate project progress and ensure all components remain on track
  • Conduct detailed business analysis and problem solving in support of projects to maintain progress and guide others
  • Participate and represent PWM Ops CTB in governance forums to ensure project statuses and PWM Operations issues are clearly articulated
  • Manage stakeholder communication throughout the project lifecycle to ensure all invested parties are apprised of progress and issues are resolved in a timely manner
  • Ensure maintenance of all supporting documentation with comprehensive traceability and audit materials including plans, issues logs, requirements documents, test plans and scripts and implementation strategies
  • Provide support and direction to the rest of the PWM Ops CTB team including people management
  • Work closely with Technology partners to design, develop and implement technology platforms to deliver solutions to meet business requirements
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