Wealth Management Finance - Associate (investment Solutions)

Morgan Stanley

Purchase, United States
Base: $100,000 - $115,000 py; bonus/equity: not sp...
On-site
Financial metrics analysis
Reporting and budgeting
Cross-functional collaboration
Morgan Stanley is seeking an Associate for their Wealth Management CFO Support team, focusing on finance and investment solutions. This role involves collaboration across various finance functions, reporting, and analysis, requiring a strong background in finance and data management

Job Summary

  • Provide management, review, analysis, and advisory services of the Firm's financial and capital resources.
  • Responsible for reporting and budgeting on publicly reported metrics and managing a team that produces reporting for the firm's largest business product.
  • Collaborate with a varied group of colleagues in Finance and across the Firm, developing enhanced analyses to drive greater transparency and business strategy formulation.

Matching Summary

Match Score: 85

Morgan Stanley is seeking an Associate for their Wealth Management CFO Support team, focusing on finance and investment solutions. This role involves collaboration across various finance functions, reporting, and analysis, requiring a strong background in finance and data management.

Salary

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

Skills & Requirements

Must-have

  • Financial metrics analysis
  • Reporting and budgeting
  • Cross-functional collaboration
  • Risk and regulatory adherence
  • Proficient with Excel & PowerPoint

Nice-to-have

  • Team leadership and development
  • Process transformation
  • Agile learning and growth mindset

Key Requirements

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

Work Rights

Not specified

Tailored Resume

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