Morgan Stanley

Corporate FP&A Model Development - Analyst/Associate

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

Qualifications

  • 3+ years of experience in finance, analytics, risk, consulting, or similar fields (including internships)
  • Bachelor's degree in finance, economics/statistics, computer science, information technology, or a related field, or expected graduation
  • Strong written and verbal communication skills
  • Attention to detail and strong organizational abilities
  • Interest in automation and process improvement
  • Familiarity with Project Lifecycle (PLC) and Software Development Lifecycle (SDLC) components
  • Experience with programming languages (SQL, Java, Python, R, Scala) and data visualization tools is a plus

Responsibilities

  • Support Corporate FP&A Finance Modernization by enhancing budgeting, forecasting, and reporting processes
  • Document current-state workflows and identify pain points, proposing measurable improvements
  • Assist in the Integrated Forecasting transformation by maintaining a requirements backlog and coordinating communications
  • Build and improve repeatable reporting assets, focusing on automation and documentation
  • Collaborate with FP&A, Controllers, and Risk on data quality and ownership across planning cycles
  • Execute transformation governance, tracking milestones and preparing status updates for leadership
  • Embed controls into new processes to reduce operational risk and comply with regulations

Benefits

  • Comprehensive employee benefits and perks
  • Support for employees and families throughout their work-life journey
  • Opportunities for career movement within the company for passionate employees
  • Access to a collaborative and empowering work environment
  • Diversity and inclusion commitment
  • Chance to work alongside top professionals in the field
Full Job Description
Corporate FP&A is seeking a curious, motivated Analyst / Associate to support firmwide budgeting, forecasting, controls and strategic transformation initiatives, including our Strategic Transformation work on Integrated Forecasting. In this role, you'll help translate data into clear insights for senior stakeholders, build dashboards and presentation materials, and partner across Finance to deliver outputs that are accurate, well-documented and on time. We're especially interested in candidates who bring a technology/optimization mindset-someone who looks for opportunities to automate, standardize and continuously improve how we work.

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 Analyst/Associate position within our Risk, Assurance, Governance & Control Job Family which provides oversight and monitoring of operational risk or third party/outsourcing for the global Finance division, validation and testing of financial and regulatory reports and reinforcement of regulatory requirements, policies and procedures

What you'll do in the role:
> This analyst role supports Corporate FP&A Finance Modernization by improving end-to-end planning and reporting processes (budgeting, forecasting and controls) through simplification, data standardization and smart automation-helping deliver Integrated Forecasting capabilities at scale.
> Map and document current-state budgeting/forecasting and management reporting workflows; identify pain points, handoffs and control gaps; and propose practical, measurable improvements.
> Support Integrated Forecasting transformation by standardizing definitions, templates and driver logic; maintaining a requirements backlog; and coordinating testing and rollout communications.
> Build and enhance repeatable reporting assets (Excel models, dashboards and PowerPoint packs), focusing on automation and reduced manual touchpoints while maintaining audit-ready documentation.
> Partner with stakeholders across FP&A, Controllers and Risk in working on data sources, improve data quality, and define clear ownership for inputs/outputs across planning and reporting cycles.
> Execute transformation governance: track milestones, risks, decisions and action items; prepare concise status updates for leadership; and ensure deliverables meet timeline and quality expectations.
> Embed controls-by-design into new processes (checklists, reconciliations, review signoffs, evidence retention) to reduce operational risk and support regulatory and internal policy requirements.

What you'll bring to the role:
> 3+ years of experience (including internships) in finance, analytics, risk, consulting, or a related field.
> Bachelor's degree (or expected) in finance, economics / statistics, computer science, information technology or related field.
> Strong communication skills (written and verbal), including the ability to draft clear emails and present analysis in a structured, concise way.
> Strong attention to detail and follow-through, with the ability to manage deadlines and maintain organized workpapers, documentation and approvals.
> Technology / optimization mindset: interest in automation and process improvement (e.g., building templates, streamlining workflows)
> Good understanding of the Project Lifecycle (PLC) and Software Development Lifecycle (SDLC) components. Experience in programming languages: SQL, Java, Python, R, Scala.
> Demonstrated practical approach in utilizing AI for process improvements/workflow automation via professional or personal projects.
> Comfortable working with large datasets and experience with technology-enabled forecasting and data visualization tools (e.g., IBM Planning & Analytics, Essbase, Hyperion, Power BI, Tableau) is a plus.

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

Similar Jobs

More Jobs at Morgan Stanley

More Finance & Insurance Jobs

Find similar Corporate FP&A Model Development - Analyst/Associate jobs: