Wealth Management Finance FP&A - Associate
About The Position
We're seeking someone to join our Financial Planning & Analysis team as an Associate in Finance. Within Wealth Management Finance, the Planning & Analysis group produces consolidated reporting for actual, budget and forecast. This role will have a central focus on consolidating and reporting segment financials for Annual CCAR and Quarterly stress Testing. This includes actual results as well as budget and multi-year forecasts for the consumption of both internal and external parties. 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 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. 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
- 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
- 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 Microsoft Office
- Strong communication skills
Nice To Haves
- Experience with Oracle Essbase/TM1 preferred
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
- Assisting with WM financial model onboarding efforts; manage daily stand-up calls with Technology and Corporate partners
- Support overall project initiatives regarding model input/output automation, data validation, and process enhancements
- Preparation of quarterly reporting decks including the WM CCAR Review & Challenge package
- Data submission for quarterly regulatory reports
- General and ad hoc involvement with the segment budget and Comprehensive Capital Analysis & Review (CCAR) multi-year forecast preparation
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Industry
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Number of Employees
5,001-10,000 employees
