Wealth Management Finance, Associate (advisor Channel)

Morgan Stanley UK

Purchase, United States
Base: $100,000 - $115,000 py; bonus/equity: not sp...
Produce and automate financial metrics analysis
Present financial data to field managers
Prepare fully-loaded reporting
The team is dedicated to providing support to Morgan Stanley's Wealth Management segment (MSWM), specifically for the Advisor Channel, the largest revenue channel at the firm

Job Summary

  • The team is dedicated to providing support to Morgan Stanley's Wealth Management segment (MSWM), specifically for the Advisor Channel, the largest revenue channel at the firm.
  • Members of the Wealth Management Finance team can expect to be involved in accounting, finance and process transformation.
  • In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm's financial and capital resources.

Matching Summary

The team is dedicated to providing support to Morgan Stanley's Wealth Management segment (MSWM), specifically for the Advisor Channel, the largest revenue channel at the firm.

Salary

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

Skills & Requirements

Must-have

  • Produce and automate financial metrics analysis
  • Present financial data to field managers
  • Prepare Fully-Loaded reporting
  • Cross-functional collaboration with various teams
  • Develop enhanced financial analyses
  • Respond to partner inquiries

Nice-to-have

  • Act as a culture carrier
  • Embody firm values
  • Hold yourself accountable
  • Work in a team-based environment
  • Contribute as a team player

Key Requirements

  • B.A./B.S. in relevant field
  • Up to 3 years of relevant experience
  • Proficient with Microsoft Excel & PowerPoint

Work Rights

Not specified

Tailored Resume

Cover Letter