The Associate will focus on process renovation, automation, and data-driven improvements. The role involves identifying inefficiencies, assessing, and rebuilding processes using advanced digital tools to enhance accuracy, efficiency, and regulatory compliance. - Re-engineering processes using Alteryx, Tableau, Power BI, and other digital tools to enhance reporting and process accuracy. - Assessing, improving, and redesigning regulatory control processes to enhance efficiency and compliance. - Conducting in-depth data analysis to identify opportunities for automation and process optimization. - Automating and improving FOCUS reporting, regulatory filings, and reserve calculations - Assisting in the testing and implementation of new technologies for process improvement - Collaborating with Business Unit Controllers, Finance Digital teams, and other stakeholders to ensure regulatory - Expertise in Alteryx, proficiency in Tableau, Power BI, and other data visualization - 3+ years of public/private experience with financial and/or regulatory reporting - Strong data analysis skills, with experience handling large, complex datasets to drive insights and decision-making - Ability to assess, redesign, and implement process improvements using digital automation tools - Capable of clearly articulating technical and process changes to various stakeholders - Able to produce high quality work to stringent deadlines - Bachelor's degree in accounting or finance or technology - The position does not require specific knowledge of net capital or customer reserve rules, FOCUS reporting, generally accepted accounting principles (GAAP) or product knowledge, but it would be beneficial. 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. 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. Salary range for the position: $65,000 - $95,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
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