Wealth Management Analytics & Reporting Associate

Morgan Stanley; Purchase (NY); On-site; USD 90,000 - 115,000; Full time

Job summary

Morgan Stanley is seeking an Associate in Finance for Wealth Management CFO Support, with responsibilities spanning accounting, finance and process transformation. The role can be based in 1 New York Plaza or Purchase, NY, and may require weekly visits to Purchase from the NYP office.

You will collaborate with cross-functional teams, deliver financial analyses, and contribute to controls and reporting, using SQL, Python, and visualization tools.

Qualifications

• 2+ years of relevant finance/accounting or analytics experience.
• Strong SQL and Python; knowledge of data visualization.
• Experience with DataIKU and Tableau is a plus.
• Bachelor-level degree in a related field.

Responsibilities

• Collaborate with Finance and Firm teams to deliver insights.
• Own and deliver individual and team finance projects.
• Support risk controls and regulatory adherence.
• Partner with technology to enhance data analytics.
• Present meaningful analytics to senior management.

Skills

SQL

Python

Tableau

DataIKU

PostgreSQL

MS Office

Education

B.A./B.S. in relevant field

Tools

PostgreSQL

DATAIKU

Tableau

Job description

Morgan Stanley is seeking an Associate in Finance for Wealth Management CFO Support, with responsibilities spanning accounting, finance and process transformation. The role can be based in 1 New York Plaza or Purchase, NY, and may require weekly visits to Purchase from the NYP office.

You will collaborate with cross-functional teams, deliver financial analyses, and contribute to controls and reporting, using SQL, Python, and visualization tools.