Wealth Management Finance - Associate at Morgan Stanley

Harrison, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

24 Feb, 26

Salary

115000.0

Posted On

26 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Finance, Reporting, Budgeting, Data Analysis, Collaboration, Microsoft Excel, PowerPoint, Dataiku, IBM Planning Analytics, SAP Business Objects, UiPath, Oracle Essbase, Tableau, SQL, Python

Industry

Financial Services

Description

- 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 - Act as a culture carrier; embody the Firm's values and hold yourself accountable to Firm standards - Produce, maintain and automate detailed analyses on the full swath of financial metrics that are relevant to Wealth Management (WM) and Firm initiatives - Manage a team that produces reporting for the firms largest business product - Responsible for reporting and budgeting on publicly reported metrics such as Consulting Group Flows -Cross-functional role working and learning with other teams to gain key insights. Including but not limited to: Business Management, Product, Accounting, Bank, Strategy, Data, offshore teams, etc. -Develop enhanced analyses through partnership and collaboration to drive greater transparency, business performance evaluation and business strategy formulation -Additional ad hoc analyses and recurring reporting as necessary - Advanced understanding of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment - Feedback and acknowledge efforts of team members - Ability to articulate risk and impact to various audiences, and create plans to mitigate those risks - In-depth knowledge of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment - B.A./B.S. in relevant field - A high aptitude for numbers and a quick grasp of new applications and technology - Must be willing to learn, grow and remain agile - Experience working effectively with large data sets, clearly articulating multifaceted results and responding to questions - A desire to work in a team-based environment and contribute as a team player - Extremely proficient with both Microsoft Excel & PowerPoint - Experience with Dataiku, IBM Planning Analytics (TM1), SAP Business Objects, UiPath, Oracle Essbase, and Tableau preferred. - Knowledge of advanced aggregation tools, namely: Macros, SQL or Python are a plus. 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 $100,000 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 associate will collaborate with colleagues in Finance and across the Firm, managing both individual and team deliverables. They will produce and automate detailed analyses on financial metrics relevant to Wealth Management and Firm initiatives.