Finance Associate jobs in United States
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Morgan Stanley · 1 month ago

Finance Associate

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Finance Associate role is focused on producing and analyzing financial reports, supporting business projects, and collaborating with stakeholders to ensure accurate financial processes and reporting.

Asset ManagementFinanceFinancial ServicesLending

Responsibilities

Produce and analyze daily, weekly, and monthly profit and loss reports
Prepare and review balance sheets, income statements, and financial forecasts
Conduct detailed analysis for budget forecasting, stress testing, and financial modeling
Support key business projects, regulatory reporting, and risk management initiatives
Collaborate with senior stakeholders to provide actional insights and ensure timely reporting
Serve as a trusted advisor on financial processes, reporting accuracy, and process improvements

Qualification

Financial analysisMS Office proficiencyFinancial modelingFinancial marketsDigital toolsMulti-tasking abilityProactivenessCommunication skillsAttention to detailOrganizational skills

Required

Strong written and verbal communication skills
Proficiency in MS Office (Excel and PowerPoint)
Demonstrated accountability, ownership, and proactiveness
High attention to detail and organizational skills
Ability to multi-task and manage competing deadlines in a fast-paced environment
Willingness to observe and enhance processes to drive team efficiency

Preferred

Interest in and familiarity with financial markets and products
Previous experience in audit, accounting, controllership, or FP&A
Experience with digital tools like Tableau, Power BI, and Alteryx
Familiarity with key financial functions, including: Product Control, FP&A, Management Reporting, Balance Sheet and Revenue Analysis, Profit and Loss Calculations, Regulatory Reporting & Reconciliation, Financial Products such as stocks, bonds, FX, equities, credit, commodities, IPOs, and global capital markets

Benefits

Medical
Prescription Drug
Dental
Vision
Health Savings Account
Dependent Day Care Savings Account
Life Insurance
Disability and Other Insurance Plans
Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually)
10 Paid Holidays
401(k)
Short/Long Term Disability

Company

Morgan Stanley

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Morgan Stanley is a financial services company that offers securities, asset management, and credit services.

Funding

Current Stage
Public Company
Total Funding
unknown
1997-02-05IPO

Leadership Team

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James Gorman
Chairman and CEO
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Ted Pick
Chief Executive Officer (CEO)
Company data provided by crunchbase