Morgan Stanley

Associate, SEC Reporting

Morgan Stanley$85K — $115K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years of experience in Accounting or Financial Services
  • Familiarity with U.S. GAAP and SEC reporting regulations
  • Strong analytical and critical thinking skills
  • Proficiency in Microsoft Excel and Word
  • Exceptional organizational and business writing skills
  • Strong interpersonal skills for effective communication
  • Public accounting or SEC reporting experience preferred

Responsibilities

  • Collaborate with teams across Finance and the Firm
  • Compile and analyze financial data for 10-K/Q reports
  • Author segments of 10-K/Q disclosures including financial results and risk management
  • Coordinate with stakeholders like Treasury and Risk Management
  • Research U.S. GAAP and enhance reporting processes
  • Drive team priorities for efficiency and effectiveness
  • Identify and leverage AI and automation tools for reporting improvements

Benefits

  • Comprehensive employee benefits and perks
  • Opportunities for career growth within the firm
  • Support for work-life balance
  • Commitment to diversity and inclusion
  • Collaborative and innovative work environment
Full Job Description
We're seeking someone to join our Corporate Financial Reporting team as a SEC Reporting Associate. This role is part of the Corporate Financial Reporting team, whose primary responsibility is the quarterly production, related analyses and filing with the SEC of Morgan Stanley's consolidated financial reports on Forms 10-K and 10-Q (10-K/Q)].

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 position within our Accounting & Regulatory Policy Job Family which is responsible for the firms Accounting Policies under USGAAP and IFRS and Basel Based Regulatory Capital and Liquidity policy.

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

- Compiling and analyzing detailed financial and non-financial data for inclusion in the 10-K/Q financial reports.

- Authoring various portions of the 10-K/Q including: the Institutional Securities, Wealth Management or Investment Management segment results; Liquidity and Capital Resources and Risk Management; and the Financial Statement footnotes, among others.

- Coordinating and liaising with multiple stakeholders across the Firm, including Treasury, Risk Management, Legal and other Finance functions to obtain information and draft disclosures, directly interfacing with senior management on their feedback and broadly ensuring the 10-K/Q accurately reflects the results of the Firm and the current environment in which it operates.

- Performing research on U.S. Generally Accepted Accounting Principles (U.S. GAAP) and SEC disclosure requirements, peer disclosures and the Firm's own disclosure history to enhance, streamline and improve the 10-K/Q.

- Driving various team priorities, including playing a vocal role in continuously improving the effectiveness and efficiency of our processes and interactions with our internal stakeholders.

- Identifying opportunities to leverage AI and automation tools to improve reporting processes with a hands-on willingness to test and adopt new technologies as they emerge.

What you'll bring to the role:

- Working knowledge of Finance functional area, industry and competitive environment

- Ability to communicate clearly and concisely, and adapt to various audiences

- Willingness to seek guidance and provide feedback to further develop self and peers

- The ideal candidate will have 3+ years of experience, with a background in Accounting and/or the Financial Services industry, including knowledge of U.S. GAAP as it relates to disclosures and SEC reporting rules.

- Analytical and critical thinking skills, with attention to detail and the ability to break down financial information into clear insights.

- Excellent organizational, presentation and business writing skills are required for this role.

- Strong interpersonal skills with the ability to build relationships and communicate effectively across functions and levels of seniority.

- A public accounting background or experience in an SEC reporting role is a plus.

- Proficiency in Microsoft Excel and Word. Knowledge of Workiva's Wdesk reporting tool and extensible business reporting language (XBRL) are a plus, but not required.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Expected base pay rates for the role will be between $85,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

About Morgan Stanley

Morgan Stanley Investment Management are active managers of capital, working to outperform the market and deliver results for their clients. Morgan Stanley Investment Management's long-tenured professionals apply their experience and expertise across public and private markets, in single-sector, multi-asset and custom solutions.

Morgan Stanley Careers

Joining Morgan Stanley today means becoming part of a global team dedicated to strengthening communities, pioneering innovation, and fostering diversity. As a leading global financial services firm, Morgan Stanley offers unparalleled job opportunities, career growth, and a culture of leadership that together create an exceptional employment experience. Work You’ll Do At Morgan Stanley, you will collaborate with knowledgeable professionals to drive innovation and deliver solutions in financial services. Our team is composed of diverse, talented individuals who bring their unique skills and perspectives to work every day, setting the standard for leadership in the global market. Morgan Stanley is not just a company; it's a place where ambitious, creative, and skilled individuals can build a rewarding career. Here, you can experience the benefits of a vibrant culture dedicated to professional growth and diversity training. Internship Programs Kickstart your career with Morgan Stanley’s internship programs. These positions offer invaluable industry insights and professional experience to students and recent graduates. Interns at Morgan Stanley gain hands-on experience, working alongside seasoned experts in a dynamic, supportive environment. Innovation and Professional Growth We believe in the power of innovation to solve complex problems and encourage our team to think differently and act boldly. Morgan Stanley supports your career development through comprehensive training, development programs, and leadership workshops, ensuring that every employee has the tools they need to succeed. Join Our Team Explore the various job opportunities at Morgan Stanley, from entry-level positions to executive roles. We are hiring individuals who are passionate about finance and eager to contribute to a team that values integrity, excellence, and a forward-thinking mindset. Enhance your skills through our networking events, mentorship opportunities, and ongoing professional development. Stay Connected Keep up to date with the latest from Morgan Stanley Careers by subscribing to our job alert emails. Tailor your preferences to receive updates about new postings, career tips, and exclusive insights from our team leaders. Apply Now Ready to take the next step in your career? Search open positions that match your skills and interests on the Morgan Stanley Jobs portal. Prepare your resume, refine your interview techniques, and join a company that values innovation and leadership. At Morgan Stanley, we’re not just building careers—we’re developing leaders. Discover how far your talents can take you by joining our team today.
Learn more about Morgan Stanley
Size
77,000 employees
Market Cap
$144.1 billion
Industry
Net Income
$10.9 billion
Founded
1935
5 Year Trend
+10%
Revenue
$52 billion
NASDAQ

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