Morgan Stanley · 2 months ago
Finance Resource Strategy - Reporting & Analytics Director
New York, NY
Full-time
Onsite
Lead/Staff, Director/Executive
$95K/yr - $140K/yr
4+ years expMorgan Stanley is a global leader in financial services, and they are seeking a Reporting & Analytics Director to join their Finance Resources & Strategy team. This role involves managing projects, delivering analytical insights, and ensuring effective communication with senior management while collaborating across various business units.
Asset ManagementFinanceFinancial ServicesLending
Responsibilities
Collaborate with a varied group of colleagues in Finance and across the Firm
Responsible for and lead a significant set of deliverables, leveraging advanced understanding of Finance functional area, product and/or client segment
Proactively identify emerging risks in individual and department work and contribute to strategies for mitigating them
Act as a role model and culture carrier; Embody and set an example of the Firm's values and hold yourself and others accountable to Firm standards
Develop strategic accounting solutions to respond to business developments, whilst collaborating with internal clients in the Business Units, Technology, and Operations & Finance
Manage business unit projects front to back covering project planning, technology and operational developments, P&L impact analysis, project implementation, ensuring IT solutions for straight through accounting processing and reporting transparency to accurately explain P&L
Manage project impacts to internal clients across Finance, Operations, Technology, and BRM Trading divisions to ensure seamless integration
Provide detailed analytical insights for trading desks to ensure business requirements are met
Communicate business developments to senior management across the organization
Evaluate internal booking models to streamline business processes and improve P&L capture, ensuring accurate accounting
Support and develop the Funds Transfer Pricing methodologies for Equity and Fixed Income Divisions
Qualification
Required
Academic background with undergraduate degree in Accounting or Finance preferred
Prior experience with secured funding and/or securities lending products desired
Strong analytical, communication, problem solving and project management skills
Ability to develop and maintain relationships with senior internal clients across different areas of the organization
Team player with demonstrated record of project delivery
Proficient with MS Office application, particularly, PowerPoint and Excel
At least 4 years' relevant experience would generally be expected to find the skills required for this role
Benefits
Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs
Company
Morgan Stanley
Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1997-02-05IPO
Leadership Team
James Gorman
Chairman and CEO
Ted Pick
Chief Executive Officer (CEO)
Recent News
2026-01-14
Crowdfund Insider
2026-01-14
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