Investment Management Finance, Reporting & Analytics Vice President

Morgan Stanley • New York, NY

2d • Onsite

About The Position

We're seeking someone to join our Segment Reporting & Analytics Team as a Vice President in Investment Management Finance (IM Finance) to be involved in financial reporting, analytics, forecasting, and process transformation as it relates to Morgan Stanley private funds managed by Morgan Stanley Investment Management (MSIM). 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 Vice President level position within the Financial Planning & Analysis (FP&A) 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. Additional responsibilities include expense allocation. FP&A is a contributor to the Firm's CCAR process. This role is intended to be a highly visible and expansive role which closely and regularly interacts with the segment CFO, private fund business representatives, corporate FP&A, and other corporate functions. Individual in this role will focus on analytics, reporting, and coverage and will work closely with colleagues focused on accounting and controls. 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

• 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

• Familiarity with Investment Management business is preferred but not required
• Preferred Bachelor's degree in Finance, Accounting, or a related field.
• Desired 8+ years of work experience.
• Desired technical skills in Microsoft Office applications (Excel, Powerpoint, PowerBI) and financial software applications, such as TM1.

Responsibilities

• Serve as the key point of contact for MSIM CFO, MSIM business units, and corporate FP&A team on financial metrics related to MSIM segment (e.g. actual results for quarterly due diligence)
• Own the design and the production of periodic actual and forecast reporting relating to the Firm’s Investment Management business.
• Own the financial narratives around MSIM results(e.g. financial contribution and key sensitivities) and contribute key insights and stories in senior-level discussions.
• Oversee weekly reporting of the MSIM segments financial results.
• Lead cross functional efforts to enhance forecasting, reporting, and control processes, improving efficiency, transparency, and analytical rigor.
• Act as a role model and culture carrier, setting standards for analytical quality, control mindset, and professional judgment.

Benefits

• comprehensive employee benefits and perks in the industry
• opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered
• ample opportunity to move about the business for those who show passion and grit in their work

What This Job Offers

• Job Type: Full-time
• Career Level: Manager