Investment Management Finance - FP&A Associate

Morgan Stanley • New York, NY

5d • $100,000 - $115,000

About The Position

We're seeking someone to join our Business Finance - Private Markets Team as an Associate in IM Finance. Candidate will support the IM Finance department to provide support to Morgan Stanley's Investment Management segment (MSIM) a leading global asset manager across the public and private markets. Members of the IM Finance team can expect to be involved in accounting, finance and process transformation. In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm's financial and capital resources. This is an Associate position within our Financial Planning & Analysis Job Family which is responsible for the firm's budget, forecast, internal management reporting and financial analysis to provide insight into the firm's current and expected financial performance, as well as expense allocation Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. 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. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. 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. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society.

Requirements

• Advanced understanding of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment
• 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
• 2-3 years' relevant experience

Responsibilities

• Collaborate with a varied group of colleagues in Finance and across the Firm
• Responsible for a significant set of deliverables, leveraging advanced understanding of Finance functional area, product and/or client segment
• Act as a role model and culture carrier; Embody and set an example of the Firm's values and hold yourself and others accountable to Firm standards
• Help produce 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.
• Assist in the 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.
• Help Team 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.

What This Job Offers

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