Morgan Stanley · 1 week ago
Finance Strategy - Associate/AVP
NYC Metro Area
Full-time
Onsite
Mid Level
$100K/yr - $140K/yr
4+ years expMorgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve clients and communities. The role involves delivering projects and managing relationships across trading desks in Finance Resources & Strategy, ensuring adequacy of controls, profit and loss reporting, and providing analytical insights for business developments.
Asset ManagementFinanceFinancial ServicesLending
Responsibilities
Collaborate with a varied group of colleagues in Finance and across the Firm
Responsible for and lead a significant set of deliverables, leveraging advanced understanding of Finance functional area, product and/or client segment
Proactively identify emerging risks in individual and department work and contribute to strategies for mitigating them
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
Develop strategic accounting solutions to respond to business developments, whilst collaborating with internal clients in the Business Units, Technology, and Operations & Finance
Manage business unit projects front to back covering project planning, technology and operational developments, P&L impact analysis, project implementation, ensuring IT solutions for straight through accounting processing and reporting transparency to accurately explain P&L
Manage project impacts to internal clients across Finance, Operations, Technology, and BRM Trading divisions to ensure seamless integration
Provide detailed analytical insights for trading desks to ensure business requirements are met
Communicate business developments to senior management across the organization
Evaluate internal booking models to streamline business processes and improve P&L capture, ensuring accurate accounting
Support and develop the Funds Transfer Pricing methodologies for Equity and Fixed Income Divisions
Qualification
Required
Strong analytical, communication, problem solving and project management skills
Ability to develop and maintain relationships with senior internal clients across different areas of the organization
Team player with demonstrated record of project delivery
Proficient with MS Office application, particularly, PowerPoint and Excel
At least 4 years' relevant experience would generally be expected to find the skills required for this role
Preferred
Academic background with undergraduate degree in Accounting or Finance preferred
Prior experience with secured funding and/or securities lending products desired
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
2026-01-21
2026-01-21
2026-01-20
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