Wealth Management Finance Associate: Analytics & Reporting

Morgan Stanley; Purchase (NY); On-site; USD 100,000 - 115,000; Full time

Job summary

Morgan Stanley is seeking an Associate in Finance for the Wealth Management CFO Support team, focused on the Advisor Channel. The role emphasizes accounting, financial analysis and process transformation to improve performance across WM and firm initiatives.

Located in New York City or Purchase, NY, this role requires strong Excel/PowerPoint skills, the ability to handle large data sets and collaborate with cross-functional teams. Base pay ranges from $100,000 to $115,000 annually.

Qualifications

• B.A./B.S. in relevant field.
• Up to 2+ years of relevant experience.
• Advanced Excel and PowerPoint skills.
• Experience with data analytics tools is a plus.

Responsibilities

• Produce, maintain and automate analyses on WM and Firm metrics.
• Present insights to field managers and provide strategic guidance.
• Prepare fully-loaded reporting for the WM branch network.
• Collaborate across teams for transparency and performance.
• Respond to inquiries and coordinate with SMEs.
• Handle ad hoc analyses and recurring reporting.

Skills

Analytical thinking

Strong communication

Team collaboration

Adaptability

Education

Bachelor's degree (BA/BS) in relevant field

Tools

Excel

PowerPoint

Dataiku

IBM Planning Analytics (TM1)

SAP Business Objects

Tableau

SQL

Python

Job description

Morgan Stanley is seeking an Associate in Finance for the Wealth Management CFO Support team, focused on the Advisor Channel. The role emphasizes accounting, financial analysis and process transformation to improve performance across WM and firm initiatives.

Located in New York City or Purchase, NY, this role requires strong Excel/PowerPoint skills, the ability to handle large data sets and collaborate with cross-functional teams. Base pay ranges from $100,000 to $115,000 annually.