Finance Associate at Morgan Stanley Baltimore, MD

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

Benefits offered by this job

401(k)

Paid Time Off

Medical, Dental, and Vision Insurance

Job summary

Morgan Stanley is seeking early-career professionals in Baltimore for roles within their Finance Division. The successful candidate will be responsible for producing and analyzing profit and loss reports, preparing balance sheets, and supporting business projects. The role requires strong communication skills and proficiency in MS Office. Interested candidates should possess a High School Diploma, and prior experience in finance is advantageous. Morgan Stanley emphasizes diversity and offers comprehensive benefits, including a salary range of $55,000 to $95,000 annually with potential bonuses.

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
• Serve as a trusted advisor on financial processes and reporting accuracy

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

Willingness to observe and enhance processes

Education

High School Diploma

Tools

Tableau

Power BI

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. You will also stay informed about firm-sponsored events designed to engage top talent and provide networking opportunities with finance professionals and firm employees.

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 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. 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.

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, Power BI, 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

What You Can Expect From Morgan Stanley

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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.

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 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 X 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).