E*TRADE from Morgan Stanley · 3 weeks ago
Investment Management Finance - FP&A Associate
New York, New York, United States of America
Full-time
Onsite
Entry Level
$100K/yr - $115K/yr
2+ years expE*TRADE from Morgan Stanley is a leading global asset manager known for its innovation in financial services. The Associate in IM Finance will support the Investment Management department, focusing on financial analysis, budgeting, and forecasting to enhance the firm's financial performance.
BankingFinanceFinancial Services
Responsibilities
Collaborate with a varied group of colleagues in Finance and across the Firm
Responsible for a significant set of deliverables, leveraging advanced understanding of Finance functional area, product and/or client segment
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
Help produce 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
Assist in the 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
Help Team 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
Qualification
Required
Advanced understanding of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment
Familiarity with Private Equity / Real Estate Fund structures, operations, and distribution waterfall
Desired 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
2-3 years' relevant experience
Preferred
Bachelor's degree in Finance, Accounting, or a related field
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