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Morgan Stanley · 3 days ago

Investment Management Finance - FP&A Associate

New York, NY

Full-time

Onsite

Entry Level

$100K/yr - $115K/yr

2+ years exp

Morgan Stanley is a leading global asset manager known for its innovative financial services. The role involves supporting the IM Finance department in financial planning, analysis, and management reporting to enhance the firm's financial performance.

Asset ManagementFinanceFinancial ServicesLending

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

FinancePrivate EquityFinancial AnalysisMicrosoft OfficeTM1Analytical SkillsCommunication SkillsOrganizational SkillsProblem Solving

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