Return To Work - Finance Associate | New York, NY

Socket.dev; New York (NY); On-site; USD 58,000 - 62,000; Full time

Benefits offered by this job

Paid 16-week program

Job summary

Morgan Stanley in New York offers a 16-week Return to Work program in the Finance division. The program places participants in roles aligned with their expertise and includes training, mentorship and professional development. Base pay is $28.85 per hour, with annualized compensation around $60,000.

Open to professionals returning after a career break; eligibility requires two+ years out of the workforce. Applications run Sept 15–Oct 9, 2026 for a January 2027 start.

Qualifications

• Strong written and verbal communication skills.
• Proficiency in MS Office, including Excel and PowerPoint.
• Demonstrated accountability, ownership, proactiveness, attention to detail, and organization.
• Ability to manage competing deadlines in a fast-paced environment and enhance processes to drive efficiently.

Responsibilities

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

Skills

Strong communication

MS Office Excel PowerPoint

Accountability & ownership

Deadlines management

Education

High School Diploma

Tools

Tableau

Power BI

Alteryx

Job description

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

Return to Work Program – New York

At Morgan Stanley, we recognize the immense potential in experienced professionals who have taken a career break and are now eager to return to the workforce. We value the life skills and experiences you've gained outside of work and recognize the significant contributions you can bring to our organization.

You don’t have to have a background in financial services to have a career with us. We welcome highly motivated candidates from a diverse range of industries and skills. We strive to create a spirit of inclusion by bringing together dedicated professionals with diverse backgrounds, talents, perspectives, cultural identities, and experiences.

Our New York Return to Work program will run from January 18, 2027 through May 7, 2027 in our New York office. This 16-week paid program places participants in roles that align with their existing expertise while also broadening their horizons through comprehensive training, mentorship, and professional development.

Finance Associate — Return to Work Candidates

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.

Morgan Stanley’s goal is to build and maintain a workforce diverse in experience and background while reflecting our standards of integrity and excellence. We seek the best and brightest from all talent pools and want to be the first choice for prospective employees. This requisition is for Finance Associate opportunities in Morgan Stanley’s New York-based Return to Work program. Submitting your resume ensures consideration for these opportunities and keeps you informed about firm-sponsored events and networking with finance professionals and firm employees.

Key Responsibilities:

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

Qualifications:

• Strong written and verbal communication skills.
• Proficiency in MS Office, including Excel and PowerPoint.
• Demonstrated accountability, ownership, proactiveness, attention to detail, and organization.
• Ability to manage competing deadlines in a fast-paced environment and enhance processes to drive efficiently.

Preferred Skills and Experience:

• Interest in and familiarity with financial markets and products
• Previous experience in audit, accounting, controllership, of 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

Educational Requirements:

High School Diploma

Program Duration

Return to Work programs will run for approximately 16 weeks from January 18, 2027 to May 7, 2027.

Eligibility Criteria

This program is designed for individuals who have been out of the workforce for two or more years. The two-year eligibility requirement will be calculated as of the January 2027 program start date.

Return to Work Program Compensation

Expected base pay rate during the 16-week Return to Work Program is $28.85 per hour (annualized at $60,000).

Applications open September 15 and close October 9, 2026. To learn more about the program, please visit: www.morganstanley.com/returntowork.

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.

Salary range for the position: $28.85 - $28.85 per hour.

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.

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.