Wealth Management Finance - Associate (Investment Solutions)
About the role
The team is dedicated to providing support to Morgan Stanley's Wealth Management segment (MSWM), specifically for the Capital Markets team within Investment Solutions. Members of the Wealth Management Finance team can expect to be involved in accounting, finance and process transformation.
Responsibilities
- Collaborate with a varied group of colleagues in Finance and across the Firm
- Responsible for both individual and team deliverables and projects, leveraging knowledge of Finance functional area, tools and/or products
- Adhere to the Firm's risk and regulatory standards, policies and controls
- Coordinate with CFO senior management for the financial support of the WM Investment Solutions business
- Interact with business leads and subject matter experts to provide product KPIs and recurring/ad-hoc analyses
- Provide comprehensive reporting and analysis coverage - analyze revenues, expenses, assets, sales and other financial metrics, that includes delivery of comprehensive quarterly due diligence materials to senior management ahead of earnings release
- Oversee financial statement production and analysis
- Leverage financial data platforms to develop enhanced analytics which includes production, maintenance, and enhancements of dashboards
- Summarize results to give easily understandable explanations for complex problems (both on standard and ad-hoc basis)
- Build and run models for forecasting/budgeting and meet with business partners to review numbers periodically and discuss initiatives
- Partnership with various groups across the firm as it relates to projects, financial close and controls (Financial Control Group, Operations, Corporate FP&A, Strategy and Data Analytics)
Requirements
Advanced understanding of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment
Ability to provide positive and constructive Feedback and acknowledge efforts of team members
Ability to articulate risk and impact to various audiences, and create plans to mitigate those risks
PREFERRED UNDERGRADUATE DEGREE IN ACCOUNTING WITH 3-5 YEARS OF RELEVANT FINANCE AND ACCOUNTING EXPERIENCE
Advanced Tableau knowledge, Basic SQL Knowledge of Dataiku / Snowflake Databases Experience with SAP general ledger software a plus / Oracle Business Objects / TM1 Experience with financial planning, advanced data analysis, and modelling
Qualifications
Desired strong communication (verbal and written), organizational, and analytical skills
Ability to communicate effectively and persuasively with members of the senior management team and others within the Company
Skills
Advanced understanding of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment
Ability to provide positive and constructive Feedback and acknowledge efforts of team members
Ability to articulate risk and impact to various audiences, and create plans to mitigate those risks
PREFERRED UNDERGRADUATE DEGREE IN ACCOUNTING WITH 3-5 YEARS OF RELEVANT FINANCE AND ACCOUNTING EXPERIENCE
Advanced Tableau knowledge, Basic SQL Knowledge of Dataiku / Snowflake Databases Experience with SAP general ledger software a plus / Oracle Business Objects / TM1 Experience with financial planning, advanced data analysis, and modelling
Benefits
At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered.
Pay
Expected base pay rates for the role will be between $100,000 and $115,000 per year at the commencement of employment.
Schedule
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.