Investment Management Segment Reporting & Analytics - Vice President

Morgan Stanley

Base: $110,000 - $180,000 py; bonus/equity: incent...
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Quarterly revenue and balance sheet forecasting
Firm equity and carried interest estimates
Fp&a deliverables for external disclosures
** Morgan Stanley is seeking a Vice President for its Segment Reporting & Analytics Team within Investment Management Finance. The role focuses on overseeing financial reporting, analytics, and forecasting while ensuring accuracy and transparency in financial processes. **

Job Summary

  • We're seeking a Vice President to join our Segment Reporting & Analytics Team in Investment Management Finance to be involved in accounting, finance and process transformation, as well as calculating the Firm's P&L during the quarterly mark-to-market and multi-year forecast processes.
  • This role owns end-to-end quarterly revenue and balance sheet forecasting for Private Real Assets, Private Equity, and Credit businesses, and is accountable for the accuracy, control environment, and timely delivery of Firm equity and carried interest estimates.
  • Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

Matching Summary

Match Score: 75

** Morgan Stanley is seeking a Vice President for its Segment Reporting & Analytics Team within Investment Management Finance. The role focuses on overseeing financial reporting, analytics, and forecasting while ensuring accuracy and transparency in financial processes. **

Salary

Base: $110,000 - $180,000 per year; Bonus/Equity: Incentive compensation, discretionary bonuses, short and long-term incentive packages; Benefits: Other Morgan Stanley sponsored benefit programs

Skills & Requirements

Must-have

  • Quarterly revenue and balance sheet forecasting
  • Firm equity and carried interest estimates
  • FP&A deliverables for external disclosures
  • Investment sensitivity analysis and scenario framing
  • Weekly monitoring of investment-related revenue
  • Look-through exposure and stress loss analytics
  • FP&A lead for new product launches

Nice-to-have

  • Partnering with business units globally
  • Role model and culture carrier
  • Analytical rigor and transparency
  • Collaboration and creative thinking

Key Requirements

  • 10+ years of work experience
  • Bachelor's degree in Finance or Accounting
  • Familiarity with Private Equity/Real Estate Fund structures
  • Microsoft Office Suite and TM1 proficiency
  • Work authorization in the US

Work Rights

Not specified

Tailored Resume

Cover Letter