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.
** This role can be located in our 1 New York Plaza office or Purchase, New York office. If located in 1 NYP you will be required to work in Purchase once a week at minimum**
To qualify, applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.
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
-Collaborate with business finance team to identify, interpret data and visually present meaningful business analytics and trends
-Interact with various stakeholders including lines of business, subject matter experts and senior management.
-Partner with technology to enhance data, collection and analysis.
-Leverage business technologies (e.g. SQL, Business objects, DataIKU, Tableau)
-Manage CCAR business models and automation efforts
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
-Proficient in SQL and PYTHON; Familiarity with PostgreSQL, DATAIKU and Tableau a plus
-Ability to make creative and effective use of systems and technology (including MS Office Suite)
-Ability to simplify and articulate technical concepts to others in a meaningful manner.
-Manage larger, complex projects efficiently and independently.
-Self-motivated, ability to work independently as well as within a team environment
-Adaptable and innovative; ability to assess and troubleshoot data issues.
-At least 2 years' relevant experience would generally be expected to find the skills required for this role
-B.A./B.S. in relevant field
Expected base pay rates for the role will be between $90,000 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.
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