Wealth Management Finance - Reporting & Analytics, Associate

Morgan Stanley•New York, NY

7d•$90,000 - $115,000•Onsite

About The Position

Morgan Stanley is seeking an Associate to join its Wealth Management CFO Support team in Finance. The team supports the Wealth Management segment, specifically Investment Solutions, and works across accounting, finance, and process transformation. This is an Associate-level role in the Product Controllers Job Family, which focuses on controls, profit and loss and balance sheet reporting and reconciliations, and management reporting across business segments or cross-functional product oversight. The role collaborates with Finance colleagues and teams across the Firm to deliver business analytics, interpret and present data and trends, and support stakeholders such as lines of business, subject matter experts, and senior management. It also partners with Technology to improve data collection and analysis, uses business technologies including SQL, Business Objects, Dataiku, and Tableau, and manages CCAR business models and automation efforts. The position may be based at the 1 New York Plaza office or the Purchase, New York office. Employees based at 1 New York Plaza are required to work in Purchase at least once a week. Applicants must be legally authorized to work in the United States and must not require employment visa sponsorship now or in the future.

Requirements

Working knowledge of the Finance functional area, industry, and competitive environment.
Ability to communicate clearly and concisely and adapt communication to different audiences.
Willingness to seek guidance and provide feedback to support development of self and peers.
Proficiency in SQL and Python.
Ability to use systems and technology effectively, including the MS Office Suite.
Ability to simplify and explain technical concepts meaningfully to others.
Self-motivated, with the ability to work independently and as part of a team.
Adaptable and innovative, with the ability to assess and troubleshoot data issues.
At least 2 years of relevant experience would generally be expected for the skills required.
B.A. or B.S. in a relevant field.
Legally authorized to work in the United States without requiring employment visa sponsorship now or in the future.

Nice To Haves

Familiarity with PostgreSQL, Dataiku, and Tableau.

Responsibilities

Collaborate with colleagues in Finance and across the Firm.
Deliver individual and team responsibilities and projects using knowledge of Finance, tools, and products.
Adhere to the Firm's risk and regulatory standards, policies, and controls.
Act as a culture carrier and uphold the Firm's values and standards.
Work with business finance teams to identify and interpret data and present meaningful business analytics and trends.
Interact with lines of business, subject matter experts, and senior management.
Partner with Technology to enhance data collection and analysis.
Use business technologies, including SQL, Business Objects, Dataiku, and Tableau.
Manage CCAR business models and automation efforts.
Manage larger, complex projects efficiently and independently.