Financial Analysis, Portfolio Management, and Reporting Analyst

Morgan Stanley is a global financial services leader with three core businesses: Wealth Management, Investment Management and Institutional Securities. The Wealth Management Division comprises one of the world's largest networks of Financial Advisors with offices across the United States. Morgan Stanley acquired ETRADE in 2020 to position itself as the industry leader in Wealth Management across all channels and segments, and significantly increases the scale and breadth of the Wealth Management franchise.

The position will be responsible for assisting the financial and portfolio performance team in managing and analyzing the loan and investment portfolio.

• Enter loan and investment trades into Firm systems and mark positions as needed
• Coordinate with Operations Department on client account setup and AML
• Support transaction officers with due diligence, financial analysis, maintain project files, and transaction closings
• Work with Technology and other groups within the Firm to assist in automation of reporting
• Assist with regular loan and investment portfolio and impact reporting
• Collaborate with management on regulatory exams, internal compliance reviews and other audit related requests
• Maintain policy and procedure documentation
• Provide analytic, operating and administrative support to transaction officers, with a focus on affordable housing construction lending products

Skills Required:

• Strong Microsoft Office Skills including Excel and PowerPoint
• Detail-oriented with strong analytical skills
• Comfortable handling large datasets using databases
• Comprehensive and logical
• Team Player with strong communication skills
• Prior experience in Tableu reporting preferred

Experience:

• 2 years of relevant work experience, preferably at a regulated bank, Community Development Financial Intermediary, or other similar institution.
• B.A. or B.S. in Business, Finance, Economics, Accounting or other business-related field is preferred.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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.

New York

Expected base pay rates for the role will be between $58,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. 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.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Client-provided location(s): New York, NY, Salt Lake City, UT, Purchase, NY

Job ID: Morgan-PT-JR023520

Employment Type: FULL_TIME

Posted: 2025-11-08T18:35:01