Wealth Management Finance, Associate (advisor Channel)

Morgan Stanley

Purchase, United States
Base: $100,000 - $115,000 py; bonus/equity: not sp...
On-site
Produce, maintain and automate detailed financial analyses
Present financial insights to field managers
Prepare fully-loaded reporting
Morgan Stanley is seeking an Associate for their Wealth Management CFO Support team, focusing on financial analysis and reporting for the Advisor Channel. The ideal candidate will have a strong finance background, proficiency with data analysis tools, and a collaborative mindset

Job Summary

  • The team is dedicated to providing support to Morgan Stanley's Wealth Management segment, specifically for the Advisor Channel.
  • Members of the Wealth Management Finance team can expect to be involved in accounting, finance and process transformation.
  • At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered.

Matching Summary

Match Score: 85

Morgan Stanley is seeking an Associate for their Wealth Management CFO Support team, focusing on financial analysis and reporting for the Advisor Channel. The ideal candidate will have a strong finance background, proficiency with data analysis tools, and a collaborative mindset.

Salary

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

Skills & Requirements

Must-have

  • Produce, maintain and automate detailed financial analyses
  • Present financial insights to field managers
  • Prepare Fully-Loaded reporting
  • Cross-functional collaboration with various teams
  • Proficient with Microsoft Excel & PowerPoint

Nice-to-have

  • Act as a culture carrier
  • Willing to learn, grow and remain agile
  • Desire to work in a team-based environment

Key Requirements

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

Work Rights

Not specified

Tailored Resume

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