Investment Management Finance - FP&A Associate

Morgan Stanley • New York, NY

8h • $100,000 - $115,000

About The Position

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. > Advanced understanding of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment > 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 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 $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.

Requirements

• Advanced understanding of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment
• 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

Nice To Haves

• 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

Responsibilities

• 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: Entry Level
• Number of Employees: 5,001-10,000 employees