Associate, SEC Reporting

474 MS Services Group, Inc.; United States; On-site; USD 85,000 - 115,000; Full time

Job summary

Morgan Stanley in the United States seeks an Associate level Corporate Financial Reporting professional to help prepare quarterly 10‑K/10‑Q, draft disclosures and ensure accurate, timely filings. You will work with Treasury, Risk, Legal and other Finance teams to gather data and validate disclosures.

Your background should include 3–5 years in accounting or financial reporting with U.S. GAAP/SEC knowledge, strong analytical and communication skills, and proficiency in Excel and Word.

Qualifications

• 3–5 years of accounting or financial reporting experience.
• Knowledge of U.S. GAAP and SEC disclosure rules.
• Strong analytical, writing and presentation skills.
• Ability to liaise with stakeholders and manage cross‑functional input.
• Public accounting background or SEC reporting experience is a plus.
• Proficiency in Excel and Word; familiarity with Workiva/Wdesk and XBRL is beneficial.

Responsibilities

• Compile and analyze detailed financial and non‑financial data for 10‑K/10‑Q reports.
• Draft disclosures and sections for institutional securities/wealth/investment management.
• Coordinate with Treasury, Risk, Legal and other Finance functions to obtain data.
• Research U.S. GAAP, SEC rules and disclosure history to improve reporting.
• Drive process efficiency and explore AI/automation to enhance filings.
• Support accuracy and timeliness of external financial statements.

Skills

U.S. GAAP knowledge

SEC reporting

Analytical thinking

Organizational skills

Business writing

Interpersonal skills

Public accounting background

Tools

Excel

Word

Wdesk / Workiva

XBRL

Job description

Company Profile:

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 42 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Department Profile:

The Finance Division reports to the Chief Financial Officer and consists of some 3,000 employees worldwide. Finance protects the Morgan Stanley franchise by serving as guardian of the Firms books and records, and by contributing to firmwide risk management and risk reduction. This division maintains relationships with Morgan Stanley's various industry and government regulators, and also serves as the conduit of financial information to the outside investment community. Finance plays a critical role as advisor to Morgan Stanley's various businesses and its senior management team. 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). This is an Associate level position within the Corporate Controllers, Reporting & accounting job family which is responsible for the accuracy and control of the Firm’s books and records to produce the consolidated firm, segment and legal entities financial statements. The group owns the Firm’s financial reporting under US GAAP, International GAAP and the global regulatory regimes. Responsibilities include the development, management and oversight of financial accounting & reporting systems as well as database management. Includes capital and liquidity reporting and external reporting functions.

What you will do:

• 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 bring to the role:

• The ideal candidate will have 3-5 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:

We have a track record of innovation and passion for unlocking new opportunities, we help our clients raise, manage and allocate capital. We do this by offering a wide range of investment banking, securities, wealth management and asset management services. All that we do at Morgan Stanley is driven by our five core values: do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. These aren’t just beliefs, they guide the decisions we make every day, ensuring we do what's best for our clients, communities and more than 80,000 employees around the world. And at the core of our success are the people who drive it - relentless collaborators and creative thinkers who are fueled by diverse thinking and experiences. Wherever you are in our 1,200 global offices, you’ll have the opportunity to work alongside the best and the brightest in an environment where you are empowered to achieve your full potential. 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. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

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.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society.