Wealth Management Finance Analytics & Reporting Associate

474 MS Services Group, Inc.; United States; On-site; USD 90,000 - 115,000; Full time

Job summary

Morgan Stanley in New York seeks an Associate in Finance on the Wealth Management CFO Support team. This role provides accounting, finance and process transformation support for Morgan Stanley Wealth Management, especially Investment Solutions, and partners with cross-functional teams to drive analytics and reporting.

The role emphasizes controls, P&L and balance sheet reporting, with hands-on work in SQL, Python, Dataiku, PostgreSQL and Tableau to deliver insights and reporting across segments.

Qualifications

• 2+ years of relevant experience expected in finance or accounting roles.
• Bachelor’s degree in a relevant field required.
• Strong SQL and Python programming skills desired.

Responsibilities

• Collaborate with Finance and cross-functional teams to deliver analyses.
• Produce management reporting and ad hoc analyses.
• Ensure adherence to risk and regulatory standards.
• Partner with technology to enhance data collection and analysis.

Skills

SQL

PYTHON

Tableau

DATAIKU

PostgreSQL

Communication skills

Independent work

Education

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

Tools

SQL

PYTHON

PostgreSQL

DATAIKU

Tableau

Job description

Morgan Stanley in New York seeks an Associate in Finance on the Wealth Management CFO Support team. This role provides accounting, finance and process transformation support for Morgan Stanley Wealth Management, especially Investment Solutions, and partners with cross-functional teams to drive analytics and reporting.

The role emphasizes controls, P&L and balance sheet reporting, with hands-on work in SQL, Python, Dataiku, PostgreSQL and Tableau to deliver insights and reporting across segments.