FP&A Segment Reporting & Analytics - Associate (Public Markets)
About the role
We're seeking someone to join our Segment Reporting & Analytics Team as an Associate in Investment Management Finance (IM Finance) to be involved in accounting, finance and process transformation, as well as calculating the Firm's P&L during the multi-year forecast processes.
Responsibilities
- Develop and review monthly and quarterly revenue and expense forecasts, including assumptions, input validation, and model outputs across revenue, assets, and revenue-related expenses for the Equity, Fixed Income, and Alternatives businesses.
- Monitor and forecast current-quarter investment-related revenue on a weekly basis, incorporating foreign exchange activity, market performance, and net flow estimates.
- Prepare and review calculations and reporting materials that support selected quarterly external disclosures in the Firm’s 10-K/Q filings.
- Conduct investment sensitivity analyses, develop reporting for key stakeholders, and address ad hoc requests from senior management.
- Maintain CCAR/QST stress testing models for regulator-mandated scenarios, including exposure and stress loss calculations for Firm Risk.
- Support new product launches by preparing initial Firm forecasts for review by the IM New Product Committee.
- Partner with business units and the IM Technology team to identify, design, and implement strategic reporting enhancements, including AI-enabled tools and process automation that improve data quality, reporting efficiency, and control effectiveness.
- Prepare monthly and quarterly AUM, net flows, and net revenue reporting packages and presentations for key stakeholders, including portfolio managers and senior business leaders.
- Serve as a key liaison among FP&A, business units, Firm Risk, and Corporate Accounting.
- Support ad hoc projects and strategic initiatives, as required.
Requirements
- Preferred Bachelor's degree in Finance, Accounting, or a related field.
- Desired 3+ years of work experience.
- 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.
- An analytical mindset with attention to detail.
- A 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.
Qualifications
- At least 3 years of relevant work experience.
- Experience with financial modeling and forecasting.
- Strong proficiency in Excel and PowerPoint.
- Understanding of financial statements and regulatory requirements.
- Ability to handle multiple tasks and meet deadlines.
Skills
- Financial modeling and forecasting.
- Microsoft Office applications (Excel, Powerpoint, PowerBI).
- Financial software applications, such as TM1.
- Communication and interpersonal skills.
- Attention to detail and analytical thinking.
- Problem-solving and initiative.
- Organizational and time management skills.
Benefits
At Morgan Stanley, you can expect a competitive base pay rate, ranging from $90,000 to $115,000 per year at the commencement of employment. Additionally, you can expect a comprehensive benefits package, including:
- Health insurance options.
- Pension plan.
- Retirement savings plans.
- Flexible spending accounts.
- Employee assistance programs.
- Discounts on travel, dining, and entertainment.
- Professional development opportunities.
- Work-life balance programs.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.