Financial Analysis, Portfolio Management, and Reporting Analyst

Morgan Stanley • Salt Lake, NY

9h • $58,000 - $115,000

About The Position

Morgan Stanley is a global financial services leader with three core businesses: Wealth Management, Investment Management and Institutional Securities. The Wealth Management Division comprises one of the world’s largest networks of Financial Advisors with offices across the United States. Morgan Stanley acquired ETRADE in 2020 to position itself as the industry leader in Wealth Management across all channels and segments, and significantly increases the scale and breadth of the Wealth Management franchise. The position will be responsible for assisting the financial and portfolio performance team in managing and analyzing the loan and investment portfolio. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. 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.

Requirements

• 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
• 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.

Nice To Haves

• Prior experience in Tableu reporting preferred

Responsibilities

• Enter loan and investment trades into Firm systems and mark positions as needed
• 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
• Maintain policy and procedure documentation
• Provide analytic, operating and administrative support to transaction officers, with a focus on affordable housing construction lending products

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees