Investment Management Finance - Segment Reporting & Analytics (FP&A) - Director

ACCA Careers; New York (NY); On-site; USD 90,000 - 155,000; Full time

Job summary

A leading global financial services firm seeks a candidate for the Investment Management Finance team in New York City. The role involves financial analysis, budget coordination, and reporting for a top-tier asset management segment. Ideal candidates will have strong analytical and interpersonal skills, along with proficiency in Excel and PowerPoint.

Benefits

Comprehensive employee benefits

Opportunities for career advancement

Qualifications

• 5+ years of work experience required.
• Experience with large institutions, preferably in Asset Management.
• Ambitious, self-motivated individual with strong work ethic.

Responsibilities

• Coordinate annual budget and forecasts for Investment Management.
• Support quarterly earnings process and financial due diligence.
• Analyze revenue, expense, and profitability trends.

Skills

Analytical skills

Interpersonal skills

Communication skills

Time management

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

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 43 countries.

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.

Background on the Position

The role will reside within Investment Management Finance (IM Finance) which is a department dedicated to providing support to Morgan Stanley's Investment Management segment (MSIM) a leading global asset manager across the public and private markets. Members of the IM Finance team can expect to be involved in accounting, finance and process transformation. The successful candidate will join the Segment Reporting & Analytics (FP&A) Team located in New York City.

Primary Responsibilities / Experience

• Collaborate closely to help coordinate the annual budget, quarterly and full year forecasts, and stress-test (CCAR) forecasting for Investment Management.
• Support the quarterly earnings process, including quarterly financial due diligence meetings, earnings release, 10Q/10K, and other various disclosures.
• Analyze revenue, expense, and profitability trends, to provide insights and recommendations to key stakeholders.
• Prepare detailed reporting packages, presentations, and variance analyses for Management.
• Support in the enhancement of FP&A processes, ensuring model accuracy and operational efficiency.

Qualifications:

• 5+ years of work experience.
• Preferred experience working with large institutions, preferably in Asset Management.
• Desired strong analytical and interpersonal skills.
• Ability to communicate effectively, both written and verbal.
• Desired technical skills, including proficiency in Microsoft Excel, PowerPoint, and Word.
• Ambitious, self-motivated individual, strong work ethic, positive attitude and the ability to work both independently and as part of a team.
• Strong partnership skills and ability to interact across different support groups.
• Effective time management and ability to meet tight deadlines, handle pressure situations, and balance multiple tasks.

We are focused on bringing together different backgrounds, experience and talents to deliver world class service. If you are a driven self-starter, client-focused, and eager to contribute to a leading Global Financial Services firm, please apply. We welcome all backgrounds and experiences, and no direct industry experience is required.

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 89 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.

Expected base pay rates for the role will be between $90,000 and $155,000 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'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.

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).

For further information, and to apply, please visit our website via the “Apply” button below.