Wealth Management Finance - Associate

Morgan Stanley•Purchase, NY

80d•$100,000 - $115,000

About The Position

We're seeking someone to join our Wealth Management CFO Support team as an Associate in Finance. The team is dedicated to providing support to Morgan Stanley's Wealth Management segment (MSWM), specifically within Investment Solutions. Members of the Wealth Management 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 level position within our Product Controllers Job Family which specializes in ensuring adequacy of controls, profit and loss and balance sheet reporting and reconciliations for a segment / business / product area, as well as management reporting across business segments or cross-functional end-to-end product oversight. 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. What you'll do in the role: - Collaborate with a varied group of colleagues in Finance and across the Firm - Responsible for both individual and team deliverables and projects, leveraging knowledge of Finance functional area, tools and/or products - Adhere to the Firm's risk and regulatory standards, policies and controls - Act as a culture carrier; embody the Firm's values and hold yourself accountable to Firm standards - Produce, maintain and automate detailed analyses on the full swath of financial metrics that are relevant to Wealth Management (WM) and Firm initiatives - Manage a team that produces reporting for the firms largest business product - Responsible for reporting and budgeting on publicly reported metrics such as Consulting Group Flows -Cross-functional role working and learning with other teams to gain key insights. Including but not limited to: Business Management, Product, Accounting, Bank, Strategy, Data, offshore teams, etc. -Develop enhanced analyses through partnership and collaboration to drive greater transparency, business performance evaluation and business strategy formulation -Additional ad hoc analyses and recurring reporting as necessary

Requirements

Advanced understanding of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment
Ability to provide positive and constructive
Feedback and acknowledge efforts of team members
Ability to articulate risk and impact to various audiences, and create plans to mitigate those risks
In-depth knowledge of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment
B.A./B.S. in relevant field
2-5+ years of relevant experience
A high aptitude for numbers and a quick grasp of new applications and technology
Must be willing to learn, grow and remain agile
Experience working effectively with large data sets, clearly articulating multifaceted results and responding to questions
A desire to work in a team-based environment and contribute as a team player
Extremely proficient with both Microsoft Excel & PowerPoint

Nice To Haves

Experience with Dataiku, IBM Planning Analytics (TM1), SAP Business Objects, UiPath, Oracle Essbase, and Tableau preferred.
Knowledge of advanced aggregation tools, namely: Macros, SQL or Python are a plus.

Responsibilities

Collaborate with a varied group of colleagues in Finance and across the Firm
Responsible for both individual and team deliverables and projects, leveraging knowledge of Finance functional area, tools and/or products
Adhere to the Firm's risk and regulatory standards, policies and controls
Act as a culture carrier; embody the Firm's values and hold yourself accountable to Firm standards
Produce, maintain and automate detailed analyses on the full swath of financial metrics that are relevant to Wealth Management (WM) and Firm initiatives
Manage a team that produces reporting for the firms largest business product
Responsible for reporting and budgeting on publicly reported metrics such as Consulting Group Flows
Cross-functional role working and learning with other teams to gain key insights. Including but not limited to: Business Management, Product, Accounting, Bank, Strategy, Data, offshore teams, etc.
Develop enhanced analyses through partnership and collaboration to drive greater transparency, business performance evaluation and business strategy formulation
Additional ad hoc analyses and recurring reporting as necessary