CRM Business Analyst
@ Morgan Stanley

Budapest, Budapest, Hungary
$120,000
On Site
Full Time
Posted 5 days ago

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Job Details

About the CRM Business Analyst Role

Morgan Stanley is a global financial services firm and market leader in investment banking, securities, investment management and wealth management services. At Morgan Stanley Budapest, the team works across Technology, Mathematical Modeling, Finance, Risk Management, Operations and Data & Analytics. Our Wealth Management Financial Advisor Platforms Team is responsible for implementing technology tools and solutions for Financial Advisors and branch support staff.

Role Responsibilities

  • Gather and translate business requirements into technical specifications.
  • Collaborate with Solution Architects, Technical Architects, and testers to design and deploy enterprise CRM solutions.
  • Engage with legal, risk, and compliance teams ensuring alignment with firm policies.
  • Maintain agile work practices, manage multiple initiatives, and support post-deployment.
  • Train user personnel and promote a data-driven mindset.

Experience & Skills

Experience with CRM products and strong solution development methodologies (Agile, Waterfall, SDLC) is required. Effective communication, troubleshooting, and an eye for design are key. SQL skills and familiarity with Salesforce are a plus. Proficiency in MS applications and project management tools like Jira or Microsoft Project is advantageous.

Educational & Professional Requirements

BS/BA in a relevant field is required; advanced degrees are a plus. The candidate should be comfortable in a fast-paced environment with rapidly changing business needs.

Key Skills/Competency

  • CRM
  • Business Analysis
  • Agile
  • SDLC
  • Salesforce
  • SQL
  • Communication
  • Documentation
  • Testing
  • Collaboration
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How to Get Hired at Morgan Stanley

🎯 Tips for Getting Hired

  • Research Morgan Stanley's culture: Review firm values and recent initiatives.
  • Customize your resume: Highlight CRM and agile expertise.
  • Align experience: Emphasize relevant project management and technical skills.
  • Prepare for interviews: Practice scenario-based and technical discussions.

📝 Interview Preparation Advice

Technical Preparation

Review CRM systems and architectures.
Brush up on agile and SDLC methods.
Practice writing functional specifications.
Study SQL and Salesforce basics.

Behavioral Questions

Describe a challenging project conflict resolution.
Explain your communication strategy with stakeholders.
Share how you adapt to changing requirements.
Discuss a time you managed tight deadlines.

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