Financial Analysis, Portfolio Management, and Reporting Analyst at Morgan Stanley

Salt Lake City, Utah, United States -

Full Time

Start Date

Immediate

Expiry Date

06 Feb, 26

Salary

115000.0

Posted On

08 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Analysis, Portfolio Management, Reporting, Microsoft Office, Excel, PowerPoint, Analytical Skills, Large Datasets, Team Player, Communication Skills, Tableau Reporting, Due Diligence, Project Management, Regulatory Compliance, Affordable Housing, Automation

Industry

Financial Services

Description

Coordinate with Operations Department on client account setup and AML Support transaction officers with due diligence, financial analysis, maintain project files, and transaction closings Work with Technology and other groups within the Firm to assist in automation of reporting Assist with regular loan and investment portfolio and impact reporting Collaborate with management on regulatory exams, internal compliance reviews and other audit related requests Provide analytic, operating and administrative support to transaction officers, with a focus on affordable housing construction lending products Strong Microsoft Office Skills including Excel and PowerPoint Detail-oriented with strong analytical skills Comfortable handling large datasets using databases Comprehensive and logical Team Player with strong communication skills Prior experience in Tableu reporting preferred 2 years of relevant work experience, preferably at a regulated bank, Community Development Financial Intermediary, or other similar institution. B.A. or B.S. in Business, Finance, Economics, Accounting or other business-related field is preferred. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. New York Expected base pay rates for the role will be between $58,000 and $115,000 per year at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Responsibilities

Coordinate with the Operations Department on client account setup and AML support, assist transaction officers with due diligence and financial analysis, and maintain project files. Collaborate with management on regulatory exams and provide analytic support focused on affordable housing construction lending products.