Morgan Stanley

Financial Crimes Risk, Quality Oversight UAT Coordinator – AVP

Morgan Stanley

full-time

Posted on:

Location Type: Office

Location: Purchase • New York • United States

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Salary

💰 $105,000 - $140,000 per year

Job Level

Lead

About the role

  • UAT planning & test design
  • Analyze business requirements and functional documentation to develop comprehensive UAT test plans, scenarios, and scripts aligned to business outcomes.
  • Translate requirements into clear, executable test cases with defined acceptance criteria, expected results, and traceability to scope.
  • Participate in requirement walkthroughs to document scenarios, identify gaps, ambiguities, and dependencies early.
  • UAT coordination & execution
  • Serve as the day-to-day UAT point of contact for assigned initiatives.
  • Develop UAT plans, test scenarios, and scripts; execute testing and log defects in Jira (including severity, steps to reproduce, evidence, and impacted functionality).
  • Coordinate test environments, test data, and user access, partnering with Technology and platform teams to ensure readiness prior to execution.
  • Organize and facilitate UAT kickoffs, daily checkpoints, defect triage sessions, and retest cycles.
  • Defect management & triage
  • Track, triage, and manage defects through resolution and retesting, ensuring appropriate prioritization and clear ownership.
  • Support root-cause discussions by comparing observed behavior to requirements, designs, and upstream test results; ensure defects vs. change requests are correctly categorized.
  • Validate fixes through retesting and regression testing as required, confirming issues are resolved without introducing new defects.
  • Stakeholder management & communication
  • Provide clear status updates to project teams and stakeholders, including progress against plan, defect trends, risks, and mitigation actions.
  • Escalate critical risks (environment instability, data issues, high-severity defects) in a timely manner with recommended next steps.
  • Reporting & closure
  • Prepare test summary reports including executed test cases, pass/fail rates, defect metrics, outstanding risks, and go/no-go recommendations.
  • Monitor testing activity against project timelines, highlighting schedule impacts and driving actions to maintain delivery commitments.
  • Support UAT sign-off, ensuring evidence is recorded, key decisions are documented, and audit-ready artifacts are stored per process.
  • Process improvement
  • Maintain and continuously improve UAT templates, checklists, and playbooks to increase consistency and quality.
  • Identify recurring defect patterns and recommend changes to requirements clarity, test coverage, data setup, training, or upstream QA processes.
  • Maintain strong documentation and follow established processes to ensure consistency, accuracy, and control adherence.
  • Assist with post-deployment validation and confirm that changes and fixes performed by Technology operate as intended.

Requirements

  • 5+ years of related experience in UAT roles, technology QA, business analysis, operations, production support, or similar roles.
  • Bachelor’s degree in Data Analytics, Computer Science, Finance, Business or a related field
  • Familiarity with test management tools (e.g. Jira/ Xray/Zephyr) and structured test reporting/metrics.
  • Demonstrated ability to perform structured analysis of system behavior, workflow logic, and data.
  • Experience coordinating test data creation, environment readiness, and access controls in governed environments.
  • Strong written communication skills with the ability to draft and refine high-quality test scenarios, test cases and business requirements.
  • Strong communication and stakeholder management skills, with the ability to drive outcomes across cross-functional teams.
  • Proven ability to work independently in a fast-paced, high-volume environment while managing multiple priorities
  • Strong organizational skills, attention to detail, and commitment to producing accurate, high-quality work products.
  • Exposure to production readiness/go-live activities and post-release validation.
  • Ability to handle confidential information with professionalism and discretion.
  • Knowledge of Financial Crimes concepts (AML, KYC, CIP, screening, onboarding, periodic review) is helpful but not required; must be able to learn quickly.
Benefits
  • Health insurance
  • 401(k) matching
  • Flexible working hours
  • Paid time off
  • Professional development opportunities
  • Remote work options
  • Ample opportunity for career progression
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
UAT planningtest designtest casesdefect managementregression testingstructured analysistest reportingdata analysistest data creationenvironment readiness
Soft Skills
communicationstakeholder managementorganizational skillsattention to detailindependenceproblem-solvingtime managementcollaborationadaptabilityprofessionalism