Wealth Management Finance Analytics Associate

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

Job summary

Morgan Stanley is seeking an Associate in Finance for the Wealth Management CFO Support team. The role supports the Wealth Management segment in Investment Solutions, focusing on accounting, finance and process transformation. The candidate works with cross-functional partners to deliver analytics and reporting that inform business decisions.

Located in New York area (1 New York Plaza or Purchase, NY). 2+ years’ experience and a BA/BS required.

Qualifications

• 2+ years of relevant experience in finance or data analytics.
• Strong SQL and Python skills with data handling.
• Ability to translate data into actionable insights.

Responsibilities

• Collaborate with Finance and firm teams on analytics and reporting.
• Develop and automate financial models and dashboards.
• Ensure adherence to risk and regulatory standards.
• Present data-driven insights to stakeholders.

Skills

SQL

Python

Communication

Teamwork

Data analysis

Problem solving

Independent work

Education

Bachelor's degree in relevant field

Tools

PostgreSQL

DataIKU

Tableau

MS Excel

MS Office

Job description

Morgan Stanley is seeking an Associate in Finance for the Wealth Management CFO Support team. The role supports the Wealth Management segment in Investment Solutions, focusing on accounting, finance and process transformation. The candidate works with cross-functional partners to deliver analytics and reporting that inform business decisions.

Located in New York area (1 New York Plaza or Purchase, NY). 2+ years’ experience and a BA/BS required.