Wealth Management Finance - Associate (consulting Group)

Morgan Stanley

Purchase, United States
Base: $100,000 - $115,000; bonus/equity: not speci...
Financial metrics analysis
Reporting and budgeting
Cross-functional collaboration
The team is dedicated to providing support to Morgan Stanley's Wealth Management segment, specifically for the Consulting Group team within Investment Solutions

Job Summary

  • The team is dedicated to providing support to Morgan Stanley's Wealth Management segment, specifically for the Consulting Group team within Investment Solutions.
  • Produce, maintain and automate detailed analyses on the full swath of financial metrics that are relevant to Wealth Management and Firm initiatives.
  • Develop enhanced analyses through partnership and collaboration to drive greater transparency, business performance evaluation and business strategy formulation.

Matching Summary

The team is dedicated to providing support to Morgan Stanley's Wealth Management segment, specifically for the Consulting Group team within Investment Solutions.

Salary

Base: $100,000 - $115,000; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Financial metrics analysis
  • Reporting and budgeting
  • Cross-functional collaboration
  • Risk and regulatory standards adherence
  • Microsoft Excel & PowerPoint proficiency

Nice-to-have

  • Culture carrier and team player
  • Positive and constructive feedback
  • Agile and willing to learn
  • Articulate risk and impact

Key Requirements

  • B.A./B.S. in relevant field
  • Up to 3 years of relevant experience
  • Experience with large data sets
  • Familiarity with Dataiku, TM1, SAP Business Objects, UiPath, Oracle Essbase, Tableau preferred
  • Knowledge of Macros, SQL or Python are a plus

Work Rights

Not specified

Tailored Resume

Cover Letter