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Morgan Stanley

Wealth Management Finance - Reporting & Analytics, Associate

New York, NY · Purchase, NY$90,000 – $115,000Posted 24 days ago

Apply on company site View full job

We're seeking someone to join our Wealth Management CFO Support team as an Associate in Finance. The team is dedicated to providing support to Morgan Stanley's Wealth Management segment (MSWM), specifically within Investment Solutions. Members of the Wealth Management Finance team can expect to be involved in accounting, finance and process transformation.

In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm's financial and capital resources. This is an Associate level position within our Product Controllers Job Family which specializes in ensuring adequacy of controls, profit and loss and balance sheet reporting and reconciliations for a segment / business / product area, as well as management reporting across business segments or cross-functional end-to-end product oversight.

Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

** This role can be located in our 1 New York Plaza office or Purchase, New York office. If located in 1 NYP you will be required to work in Purchase once a week at minimum**

To qualify, applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status .

What you'll do in the role:
- Collaborate with a varied group of colleagues in Finance and across the Firm
- Responsible for both individual and team deliverables and projects, leveraging knowledge of Finance functional area, tools and/or products
- Adhere to the Firm?s risk and regulatory standards, policies and controls
- Act as a culture carrier; embody the Firm's values and hold yourself accountable to Firm standards
- Collaborate with business finance team to identify, interpret data and visually present meaningful business analytics and trends
- Interact with various stakeholders including lines of business, subject matter experts and senior management.
- Partner with technology to enhance data, collection and analysis.
- Leverage business technologies (e.g. SQL, Business objects, DataIKU, Tableau)
- Manage CCAR business models and automation efforts

What you'll bring to the role:
- Working knowledge of Finance functional area, industry and competitive environment
- Ability to communicate clearly and concisely, and adapt to various audiences
- Willingness to seek guidance and provide feedback to further develop self and peers
- Proficient in SQL and PYTHON; Familiarity with PostgreSQL, DATAIKU and Tableau a plus
- Ability to make creative and effective use of systems and technology (including MS Office Suite)
- Ability to simplify and articulate technical concepts to others in a meaningful manner.
- Manage larger, complex projects efficiently and independently.
- Self-motivated, ability to work independently as well as within a team environment
- Adaptable and innovative; ability to assess and troubleshoot data issues.
- At least 2 years' relevant experience would generally be expected to find the skills required for this role
- B.A./B.S. in relevant field

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 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.

Expected base pay rates for the role will be between $90,000 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 is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .

About Morgan Stanley

Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals.

Size: 10,000+ employees
Industry: Financial Services

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