Investment Management Segment Reporting & Analytics - Vice President

Morgan Stanley is a global leader in financial services, seeking a Vice President for their Segment Reporting & Analytics Team in Investment Management Finance. The role involves financial reporting, analytics, forecasting, and process transformation related to private funds managed by Morgan Stanley Investment Management.

Responsibilities:

• Serve as the key point of contact for MSIM CFO, MSIM business units, and corporate FP&A team on financial metrics related to private businesses (e.g. fund investments, carried interest, fees, expenses, etc)
• Own the design and the production of periodic reporting relating to the Firm’s Private Real Assets, Private Equity, and Credit businesses
• Own the financial narratives around MSIM’s private fund universe (e.g. financial contribution and key sensitivities around key funds and key investments) and contribute key insights and stories in senior-level discussions
• Own end‑to‑end quarterly revenue and balance sheet forecasting for Private Real Assets, Private Equity, and Credit businesses, including assumption governance, model oversight, and senior‑level narrative
• Oversee weekly monitoring of projected investment‑related revenue, proactively identifying risks and emerging trends across public markets, FX, and private valuation assumptions
• Own quarterly look‑through exposure and stress loss analytics in partnership with Firm Risk, serving as a primary escalation point for key issues
• Serve as the FP&A lead for new product launches, developing initial Firm forecasts and providing finance sign‑off for the IM New Product Committee
• Lead cross‑functional efforts to enhance forecasting, reporting, and control processes, improving efficiency, transparency, and analytical rigor
• Act as a role model and culture carrier, setting standards for analytical quality, control mindset, and professional judgment