Investment Management Finance New Products Associate

Morgan StanleyBaltimore, MD
Onsite

About The Position

We're seeking someone to join our New Product Team as an Associate in Investment Management Finance (IM Finance) 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. The role will reside within Investment Management Finance (IM Finance) which is a department dedicated to providing support to Morgan Stanley's Investment Management segment ("MSIM"), a leading global asset manager across the public and private markets. The successful candidate will join the New Product Team which support MSIM new business line and product launches. The team serves as the central point of contact within Finance. 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.

Requirements

  • Bachelor's degree, Finance or Accounting is preferred
  • Desired 3+ years of work experience
  • Asset management or Financial Services industries experience is a plus
  • Excellent written and verbal communication skills and ability to collaborate with colleagues of all levels across the Firm.
  • Excellent organizational skills, time management skills and ability to meet deadlines, handle pressure situations, and balance multiple tasks on a daily basis.
  • Committed and self-motivated individual with a strong work ethic, positive attitude who can demonstrate initiative and problem-solving abilities
  • Analytical mindset with attention to detail
  • Ability to collaborate cross-functionally on projects and new initiatives
  • Desired technical skills include proficiency in Microsoft Excel, PowerPoint, and Word
  • Experience working in accounting subledgers and within a network of connected financial systems is a plus
  • Work toward CPA, CFA, other certifications a plus

Responsibilities

  • Coordinate support across Finance for new products, including signing off on new products
  • Attend multiple weekly working group meetings, documenting updates, tracking status updates, and following up with questions
  • Proactively and independently maintain pipeline document with information that comes from weekly working group meetings and other sources
  • Independently maintain team Sharepoint site, upload documents, create summaries, maintain email distribution group and send out weekly updates, request cost centers
  • Together with manager, host weekly meetings with Finance stakeholders
  • Review legal agreements and summarize key terms for manager to analyze and provide feedback
  • Respond to ad hoc requests related to new products and all associated processes
  • Consult with peers, management, other areas of Finance & Accounting and the business as needed
  • Proactively seek to improve operational efficiency and effectiveness throughout
  • Provide surge support for Controllership in IM Finance

Benefits

  • Medical
  • Prescription Drug
  • Dental
  • Vision
  • Health Savings Account
  • Dependent Day Care Savings Account
  • Life Insurance
  • Disability and Other Insurance Plans
  • Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually)
  • 10 Paid Holidays
  • 401(k)
  • Short/Long Term Disability
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