Finance Associate

Morgan Stanley; Baltimore (MD); On-site; USD 55,000 - 95,000; Full time

Benefits offered by this job

Medical and Dental Insurance

401(k) Plan

Paid Time Off

Disability Insurance

Job summary

Morgan Stanley in Baltimore seeks an early-career professional within the Finance Division to support financial analysis and reporting. Key responsibilities include producing profit and loss reports, preparing financial statements, and collaborating with stakeholders to provide insights.

The ideal candidate should have strong communication skills, proficiency in MS Office, and a high school diploma. Compensation ranges from $55,000 to $95,000 per year, with comprehensive benefits including health insurance and paid time off.

Qualifications

• Strong written and verbal communication skills.
• Proficiency in MS Office (Excel and PowerPoint).
• Demonstrated accountability, ownership, and proactiveness.
• High attention to detail and organizational skills.
• Ability to multi-task and manage competing deadlines in a fast-paced environment.
• Willingness to observe and enhance processes to drive team efficiency.

Responsibilities

• Produce and analyze profit and loss reports.
• Prepare and review balance sheets and financial forecasts.
• Conduct analysis for budget forecasting and financial modeling.
• Support business projects, regulatory reporting, and risk management.
• Collaborate with stakeholders to provide actionable insights.
• Serve as a trusted advisor on financial processes.

Skills

Strong written and verbal communication skills

Proficiency in MS Office (Excel and PowerPoint)

Demonstrated accountability and proactiveness

High attention to detail

Ability to multi-task

Willingness to enhance processes

Education

High School Diploma

Tools

Tableau

PowerBI

Alteryx

Job description

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. As such, we are building a Baltimore-based talent pipeline for early-career professionals within our Finance Division. Submitting your resume for this pipeline requisition ensures consideration for current and future career opportunities.

Company Profile

MorganStanley 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 43 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.

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 Firm's books and records, and by contributing to firm‑wide 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. The Morgan Stanley Baltimore office is a critical component of the Firm's Global footprint and has 1,400 employees that provide support and services to the Investment Banking, Securities, Investment Management and Wealth Management Businesses.

Key Responsibilities

• Produce and analyze daily, weekly, and monthly profit and loss reports.
• Prepare and review balance sheets, income statements, and financial forecasts.
• Conduct detailed analysis for budget forecasting, stress testing, and financial modeling.
• Support key business projects, regulatory reporting, and risk management initiatives.
• Collaborate with senior stakeholders to provide actionable insights and ensure timely reporting.
• Serve as a trusted advisor on financial processes, reporting accuracy, and process improvements.

Qualifications

Required Skills

• Strong written and verbal communication skills.
• Proficiency in MS Office (Excel and PowerPoint).
• Demonstrated accountability, ownership, and proactiveness.
• High attention to detail and organizational skills.
• Ability to multi‑task and manage competing deadlines in a fast‑paced environment.
• Willingness to observe and enhance processes to drive team efficiency.

Preferred Skills and Experience

• Interest in and familiarity with financial markets and products.
• Previous experience in audit, accounting, controllership, or FP&A.
• Experience with digital tools like Tableau, PowerBI, and Alteryx.
• Familiarity with key financial functions, including:
• Product Control, FP&A, Management Reporting
• Balance Sheet and Revenue Analysis
• Profit and Loss Calculations
• Regulatory Reporting & Reconciliation
• Financial Products such as stocks, bonds, FX, equities, credit, commodities, IPOs, and global capital markets

Education Requirements

• High School Diploma

Compensation and Benefits

Salary range for the position: $55,000‑95,000/ yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may also be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component.

Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).