Associate, SEC Reporting

Morgan Stanley•New York, NY

17h

About The Position

This Associate-level position is part of Morgan Stanley’s Corporate Financial Reporting team within Corporate Controllers, Reporting & Accounting. The team is responsible for producing quarterly consolidated financial reports, related analyses, and SEC filings on Forms 10-K and 10-Q. The broader group helps ensure the accuracy and control of the Firm’s books and records and owns financial reporting under U.S. GAAP, International GAAP, and global regulatory regimes. The role involves compiling and analyzing financial and non-financial information, drafting sections of the Firm’s 10-K and 10-Q filings, coordinating with internal stakeholders, researching accounting and disclosure requirements, and improving reporting processes. The Associate is also expected to explore and test AI and automation tools that may improve reporting.

Requirements

3–5 years of experience, with a background in accounting and/or the financial services industry.
Knowledge of U.S. GAAP as it relates to disclosures and SEC reporting rules.
Analytical and critical-thinking skills, attention to detail, and the ability to turn financial information into clear insights.
Excellent organizational, presentation, and business writing skills.
Strong interpersonal skills and the ability to build relationships and communicate effectively across functions and levels of seniority.
Proficiency in Microsoft Excel and Word.

Nice To Haves

Public accounting background or experience in an SEC reporting role.
Knowledge of Workiva’s Wdesk reporting tool.
Knowledge of extensible business reporting language (XBRL).

Responsibilities

Compile and analyze detailed financial and non-financial data for inclusion in the Firm’s 10-K and 10-Q reports.
Author sections of the 10-K and 10-Q, including segment results, Liquidity and Capital Resources, Risk Management, and financial statement footnotes.
Coordinate with stakeholders across the Firm, including Treasury, Risk Management, Legal, and Finance, to obtain information and draft disclosures.
Interface with senior management to incorporate feedback and help ensure filings accurately reflect the Firm’s results and operating environment.
Research U.S. GAAP, SEC disclosure requirements, peer disclosures, and the Firm’s disclosure history to improve the 10-K and 10-Q.
Drive team priorities and continuously improve the effectiveness and efficiency of reporting processes and stakeholder interactions.
Identify, test, and adopt AI and automation tools to improve reporting processes.