Wealth Management Finance - Associate (investment Solutions)

Morgan Stanley UK

Purchase, United States
Base: $100,000 - $115,000 py; bonus/equity: not sp...
On-site
Financial metrics analysis and automation
Reporting and budgeting for business products
Collaboration with cross-functional teams
Morgan Stanley is seeking an Associate in Finance for their Wealth Management CFO Support team in Purchase, NY. The role involves providing financial support within Investment Solutions, focusing on accounting, finance, and process transformation

Job Summary

  • The team is dedicated to providing support to Morgan Stanley's Wealth Management segment, specifically within Investment Solutions, involving accounting, finance, and process transformation.
  • This role involves producing, maintaining, and automating detailed analyses on financial metrics, managing team reporting for the firm's largest business product, and responsible for reporting and budgeting on publicly reported metrics.
  • Morgan Stanley offers an opportunity to work alongside the best and brightest in an environment where employees are supported and empowered, with ample opportunity to move about the business.

Matching Summary

Match Score: 85

Morgan Stanley is seeking an Associate in Finance for their Wealth Management CFO Support team in Purchase, NY. The role involves providing financial support within Investment Solutions, focusing on accounting, finance, and process transformation.

Salary

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

Skills & Requirements

Must-have

  • Financial metrics analysis and automation
  • Reporting and budgeting for business products
  • Collaboration with cross-functional teams
  • Adherence to risk and regulatory standards
  • Proficiency in Excel and PowerPoint

Nice-to-have

  • Positive and constructive feedback
  • Agile and willing to learn
  • Team-based environment contribution

Key Requirements

  • 2-5+ years of relevant experience
  • B.A./B.S. in a relevant field
  • Experience working with large data sets
  • Experience with Dataiku, TM1, 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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