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Morgan Stanley · 2 days ago

Wealth Management Finance - Associate

Purchase, NY

Full-time

Onsite

Entry, Mid Level

$100K/yr - $115K/yr

2+ years exp

Morgan Stanley is a global leader in financial services, and they are seeking an Associate to join their Wealth Management CFO Support team within Finance. The role involves providing support for accounting, finance, and process transformation, while ensuring adequate controls and reporting for the firm's financial resources.

Asset ManagementFinanceFinancial ServicesLending

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

Finance functional areaMicrosoft ExcelMicrosoft PowerPointData analysisDataikuIBM Planning AnalyticsSAP Business ObjectsUiPathOracle EssbaseTableauSQLPythonRisk assessmentTeam collaboration

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