Morgan Stanley ยท 1 month ago
Segment Reporting & Analytics Director/AVP (Investment Management Finance Group)
New York, NY
Full-time
Onsite
Mid Level
$90K/yr - $135K/yr
4+ years expMorgan Stanley is a global leader in financial services, known for its commitment to innovation and excellence. They are seeking a Director for their Segment Reporting & Analytics Team to manage accounting, finance, and process transformation, while calculating the Firm's P&L and supporting financial analysis and reporting.
Asset ManagementFinanceFinancial ServicesLending
Responsibilities
Produce and review quarterly revenue and balance sheet forecasts including assumptions collection, input review, and model output review for all revenue components, assets and revenue-related expenses with the Private Real Assets, Private Equity and Credit businesses
Calculation and delivery of estimates for Firm equity and carried interest to Firm's General Ledger, including variance analysis and management reporting
Produce and review calculations and reporting that support certain quarterly external disclosures within the Firm 10K/Q
Calculate and analyze investment sensitivity, design and produce reporting for key stakeholders, and other ad hoc requests from Senior management
Weekly monitoring and forecasting of current quarter projected investment-related revenue, including public price / FX / private valuation estimates
Generate and review quarterly look-through exposure and stress loss calculations for Firm Risk
Support new product launches by developing an initial Firm forecast for the IM New Product Committee
Work on the group's key Investments Platform enhancement project along with the BU and IM Technology team
Collaborate with cross-functional teams to continuously improve financial processes and systems to enhance efficiency and accuracy
Act as key liaison between FP&A, Business units, Firm Risk, and Corporate Accounting team
Participate in ad-hoc projects and initiatives as needed
Qualification
Required
4-7 years of experience
Preferred
Bachelor's degree in Finance, Accounting, or a related field
4+ years of work experience
Familiarity with Private Equity / Real Estate Fund structures, operations, and distribution waterfall
Technical skills in Microsoft Office applications (Excel, Powerpoint, PowerBI) and financial software applications, such as TM1
Excellent written and verbal communication skills, and ability to deal with colleagues/clients of all levels
Analytical mindset with attention to detail
Committed and self-motivated individual who can demonstrate initiative and problem solving abilities
Excellent organizational skills and the ability to work to and manage deadlines
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
2026-01-16
Life Insurance International
2026-01-16
2026-01-16
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