Investment Management Finance - Reporting & Analytics Associate

Morgan Stanley • New York, NY

71d • $90,000 - $105,000

About The Position

We're seeking someone to join our Segment Reporting & Analytics Team as an Associate in Investment Management Finance (IM Finance) to be involved in accounting, finance and process transformation, as well as calculating the Firm's P&L during the quarterly mark-to-market and multi-year forecast processes. 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 a Associate level 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.

Requirements

• Preferred Bachelor's degree in Finance, Accounting, or a related field.
• Desired 2-3 years of work experience.
• 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.

Responsibilities

• Produce and review quarterly revenue and balance sheet forecasts including assumptions collection, input review, and model output review for all revenue components, assets and revenue-related expenses.
• 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.
• 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.
• Generate and review quarterly look-through exposure and stress loss calculations for Firm Risk.
• Support new product launches by developing an initial Firm forecast for the IM New Product Committee.
• Work on the group's key Investments Platform enhancement project along with the BU and IM Technology team.
• Collaborate with cross-functional teams to continuously improve financial processes and systems to enhance efficiency and accuracy.
• Act as key liaison between FP&A, Business units, Firm Risk, and Corporate Accounting team.
• Participate in ad-hoc projects and initiatives as needed.

Benefits

• Comprehensive employee benefits and perks.
• Opportunities for career advancement within the company.
• Support for employees and their families at every point along their work-life journey.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees