Wealth Management Finance, Associate (advisor Channel)

Morgan Stanley

Purchase, NY, United States
Base: $100,000 - $115,000; bonus/equity: not speci...
Advanced understanding of finance
Proficient with microsoft excel
Experience with large data sets
The Wealth Management CFO Support team is dedicated to providing essential financial support to Morgan Stanley's Wealth Management segment

Job Summary

  • The Wealth Management CFO Support team is dedicated to providing essential financial support to Morgan Stanley's Wealth Management segment.
  • This role involves producing and automating detailed financial analyses and presenting insights to field managers.
  • Morgan Stanley offers a collaborative environment with opportunities for professional growth and comprehensive employee benefits.

Matching Summary

The Wealth Management CFO Support team is dedicated to providing essential financial support to Morgan Stanley's Wealth Management segment.

Salary

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

Skills & Requirements

Must-have

  • Advanced understanding of Finance
  • Proficient with Microsoft Excel
  • Experience with large data sets

Nice-to-have

  • Team-based environment
  • Familiarity with Dataiku
  • Desire to learn and grow

Key Requirements

  • B.A./B.S. in relevant field
  • Up to 3 years of relevant experience
  • Extremely proficient with PowerPoint

Work Rights

Not specified

Tailored Resume

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