E*TRADE from Morgan Stanley · 1 month ago
Wealth Management Finance - Associate
Purchase, New York, United States of America
Full-time
Onsite
Entry, Mid Level
$100K/yr - $115K/yr
2+ years expE*TRADE from Morgan Stanley is a global leader in financial services, seeking an Associate in Finance for their Wealth Management CFO Support team. The role involves providing support within Investment Solutions, focusing on accounting, finance, and process transformation, while ensuring adequate controls and reporting across business segments.
BankingFinanceFinancial Services
Responsibilities
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
Produce, maintain and automate detailed analyses on the full swath of financial metrics that are relevant to Wealth Management (WM) and Firm initiatives
Manage a team that produces reporting for the firms largest business product
Responsible for reporting and budgeting on publicly reported metrics such as Consulting Group Flows
Cross-functional role working and learning with other teams to gain key insights. Including but not limited to: Business Management, Product, Accounting, Bank, Strategy, Data, offshore teams, etc
Develop enhanced analyses through partnership and collaboration to drive greater transparency, business performance evaluation and business strategy formulation
Additional ad hoc analyses and recurring reporting as necessary
Qualification
Required
Advanced understanding of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment
Ability to provide positive and constructive feedback and acknowledge efforts of team members
Ability to articulate risk and impact to various audiences, and create plans to mitigate those risks
In-depth knowledge of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment
B.A./B.S. in relevant field
2-5+ years of relevant experience
A high aptitude for numbers and a quick grasp of new applications and technology
Must be willing to learn, grow and remain agile
Experience working effectively with large data sets, clearly articulating multifaceted results and responding to questions
A desire to work in a team-based environment and contribute as a team player
Extremely proficient with both Microsoft Excel & PowerPoint
Preferred
Experience with Dataiku, IBM Planning Analytics (TM1), SAP Business Objects, UiPath, Oracle Essbase, and Tableau
Knowledge of advanced aggregation tools, namely: Macros, SQL or Python
Benefits
Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs
Company
E*TRADE from Morgan Stanley
E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2020-02-20Acquired
1996-08-16IPO
Leadership Team
Julia Miller
Executive Director, Creative Services
Recent News
2025-11-07
2025-10-14
Company data provided by crunchbase