Wealth Management Client Segments and E*TRADE Strategy & Execution, Associa at Morgan Stanley

Harrison, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

24 Mar, 26

Salary

115000.0

Posted On

24 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Excel, Financial Modeling, Analytical Skills, Problem-Solving, Interpersonal Skills, Communication Skills, Detail-Oriented, Presentation Skills, Teamwork, Initiative, Time Management, Data Analysis, PowerPoint, Tableau, Thinkcell, DataIKU

Industry

Financial Services

Description

Building comprehensive pro forma excel models and conducting other quantitative analyses to assess the economic impact of strategic initiatives and presenting key findings to senior leadership across the organization to inform decision making Building internal and external presentations for Wealth Management executives across a broad range of topics and strategic initiatives Bachelor's degree required plus at least two years of related industry experience with a general understanding of Wealth Management product and services Background in Investment Banking, Management Consulting is a plus Current SIE/Series 7 and 63 licenses are preferred, but not required Strategic thinker with excellent analytical and problem-solving skills and a background in financial modeling Self-starter who will take initiative, learn quickly and work independently Strong interpersonal skills and the ability to interact with colleagues at all levels of the organization Detail-oriented individual with ability to multi-task and manage competing deadlines High level of attention to detail, with excellent written and verbal communication skills Team-oriented, with high level of administrative and interpersonal professionalism High energy, results oriented and high performer in fast paced environment Advanced knowledge of Excel and intermediate knowledge of PowerPoint, DataIKU, Thinkcell & Tableau is a plus We do it in a way that's differentiated - and we've done that for 90 years. 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. 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

The role involves building comprehensive pro forma excel models and conducting quantitative analyses to assess the economic impact of strategic initiatives. Additionally, the associate will present key findings to senior leadership and create internal and external presentations for Wealth Management executives.