Associate, Wealth Management Finance (Advisor Channel)

Morgan Stanley; Purchase (NY); On-site; USD 100,000 - 115,000; Full time

Job summary

Morgan Stanley is seeking an Associate in Finance for the Wealth Management CFO Support team, focused on the Advisor Channel. The role emphasizes accounting, financial analysis and process transformation to improve performance across WM and firm initiatives.

Located in New York City or Purchase, NY, this role requires strong Excel/PowerPoint skills, the ability to handle large data sets and collaborate with cross-functional teams. Base pay ranges from $100,000 to $115,000 annually.

Qualifications

• B.A./B.S. in relevant field.
• Up to 2+ years of relevant experience.
• Advanced Excel and PowerPoint skills.
• Experience with data analytics tools is a plus.

Responsibilities

• Produce, maintain and automate analyses on WM and Firm metrics.
• Present insights to field managers and provide strategic guidance.
• Prepare fully-loaded reporting for the WM branch network.
• Collaborate across teams for transparency and performance.
• Respond to inquiries and coordinate with SMEs.
• Handle ad hoc analyses and recurring reporting.

Skills

Analytical thinking

Strong communication

Team collaboration

Adaptability

Education

Bachelor's degree (BA/BS) in relevant field

Tools

Excel

PowerPoint

Dataiku

IBM Planning Analytics (TM1)

SAP Business Objects

Tableau

SQL

Python

Job description

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 for the Advisor Channel, the largest revenue channel at the firm. 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.

Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

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

What You'll Do In The Role

• Produce, maintain and automate detailed analyses on the full swath of financial metrics that are relevant to Wealth Management (WM) and Firm initiatives
• Present to field managers of all levels and assist in the interpretation of their unique story within available reporting and analyses to provide strategic advice and insight
• Prepare Fully-Loaded reporting for the WM branch network
• Act as a culture carrier; embody the Firm\'s values and hold yourself accountable to Firm standards
• Cross-functional role working and learning with other teams to gain key insights. Including but not limited to: Business Management, Product, Accounting, Bank, Strategy, Data, offshore teams, etc.
• Develop enhanced analyses through partnership and collaboration to drive greater transparency, business performance evaluation and business strategy formulation
• Respond to inquiries and, as a primary field contact, facilitate redirecting unrelated inquiries to the appropriate SMEs to provide timely responses to our partners
• Additional ad hoc analyses and recurring reporting as necessary

What You'll Bring To The Role

• Advanced understanding of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment
• B.A./B.S. in relevant field
• Up to 2+ years of relevant experience
• A high aptitude for numbers and a quick grasp of new applications and technology
• Must be willing to learn, grow and remain agile
• Experience working effectively with large data sets, clearly articulating multifaceted results and responding to questions
• A desire to work in a team-based environment and contribute as a team player
• Extremely proficient with both Microsoft Excel & PowerPoint
• Experience/ Familiarity with Dataiku, IBM Planning Analytics (TM1), SAP Business Objects, UiPath, Oracle Essbase, and Tableau preferred.
• Knowledge of advanced aggregation tools, namely: Macros, SQL or Python are 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 $100,000 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.