Segment Reporting & Analytics Director/AVP (Investment Management Finance G at Morgan Stanley

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

02 Feb, 26

Salary

135000.0

Posted On

04 Nov, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Analysis, Private Equity, Real Estate, Investment Management, Forecasting, Variance Analysis, Reporting, Communication, Analytical Skills, Problem Solving, Organizational Skills, Microsoft Office, TM1, Collaboration, Attention to Detail

Industry

Financial Services

Description

FP&A is a contributor to the Firm's CCAR process. - Produce and review quarterly revenue and balance sheet forecasts including assumptions collection, input review, and model output review for all revenue components, assets and revenue-related expenses with the Private Real Assets, Private Equity and Credit businesses. - Calculation and delivery of estimates for Firm equity and carried interest to Firm's General Ledger, including variance analysis and management reporting. - Produce and review calculations and reporting that support certain quarterly external disclosures within the Firm 10K/Q. - Calculate and analyze investment sensitivity, design and produce reporting for key stakeholders, and other ad hoc requests from Senior management. - Weekly monitoring and forecasting of current quarter projected investment-related revenue, including public price / FX / private valuation estimates. - Generate and review quarterly look-through exposure and stress loss calculations for Firm Risk. - Support new product launches by developing an initial Firm forecast for the IM New Product Committee. - Work on the group's key Investments Platform enhancement project along with the BU and IM Technology team. - Collaborate with cross-functional teams to continuously improve financial processes and systems to enhance efficiency and accuracy. - Act as key liaison between FP&A, Business units, Firm Risk, and Corporate Accounting team. - Participate in ad-hoc projects and initiatives as needed. Please submit application if you have 4-7 years of experience - Preferred Bachelor's degree in Finance, Accounting, or a related field. - Familiarity with Private Equity / Real Estate Fund structures, operations, and distribution waterfall - 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 - Analytical mindset with attention to detail - 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 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. Job Posting Pay Range Expected base pay rates for the role will be between $90,000 and $135,000 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

The role involves producing and reviewing quarterly revenue and balance sheet forecasts, as well as delivering estimates for Firm equity and carried interest. Additionally, the director will collaborate with cross-functional teams to improve financial processes and support new product launches.