Morgan Stanley is a global leader in financial services, seeking an Associate in Finance for their Wealth Management CFO Support team. The role involves collaborating with colleagues in Finance to provide support for accounting, financial metrics analysis, and management reporting within the Wealth Management segment.
Responsibilities:
- Collaborate with a varied group of colleagues in Finance and across the Firm
- Responsible for both individual and team deliverables and projects, leveraging knowledge of Finance functional area, tools and/or products
- Adhere to the Firm's risk and regulatory standards, policies and controls
- Act as a culture carrier; embody the Firm's values and hold yourself accountable to Firm standards
- Produce, maintain and automate detailed analyses on the full swath of financial metrics that are relevant to Wealth Management (WM) and Firm initiatives
- Manage a team that produces reporting for the firms largest business product
- Responsible for reporting and budgeting on publicly reported metrics such as Consulting Group Flows
- Cross-functional role working and learning with other teams to gain key insights. Including but not limited to: Business Management, Product, Accounting, Bank, Strategy, Data, offshore teams, etc
- Develop enhanced analyses through partnership and collaboration to drive greater transparency, business performance evaluation and business strategy formulation
- Additional ad hoc analyses and recurring reporting as necessary