Wealth Management Finance, Associate (Advisor Channel)
About The Position
We're seeking someone to join our Wealth Management CFO Support team as an Associate in Finance. The team is dedicated to providing support to Morgan Stanley's Wealth Management segment (MSWM), specifically for the Advisor Channel, the largest revenue channel at the firm. Members of the Wealth Management Finance team can expect to be involved in accounting, finance and process transformation. In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm's financial and capital resources. This is an Associate level position within our Product Controllers Job Family which specializes in ensuring adequacy of controls, profit and loss and balance sheet reporting and reconciliations for a segment / business / product area, as well as management reporting across business segments or cross-functional end-to-end product oversight. Since 1935, 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.
Requirements
- Advanced understanding of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment
- B.A./B.S. in relevant field
- Up to 3 years of relevant experience
- A high aptitude for numbers and a quick grasp of new applications and technology
- Must be willing to learn, grow and remain agile
- Experience working effectively with large data sets, clearly articulating multifaceted results and responding to questions
- A desire to work in a team-based environment and contribute as a team player
- Extremely proficient with both Microsoft Excel & PowerPoint
Nice To Haves
- Experience/ Familiarity with Dataiku, IBM Planning Analytics (TM1), SAP Business Objects, UiPath, Oracle Essbase, and Tableau preferred.
- Knowledge of advanced aggregation tools, namely: Macros, SQL or Python are a plus.
Responsibilities
- Produce, maintain and automate detailed analyses on the full swath of financial metrics that are relevant to Wealth Management (WM) and Firm initiatives
- Present to field managers of all levels and assist in the interpretation of their unique story within available reporting and analyses to provide strategic advice and insight
- Prepare Fully-Loaded reporting for the WM branch network
- Act as a culture carrier; embody the Firm's values and hold yourself accountable to Firm standards
- 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
- Respond to inquiries and, as a primary field contact, facilitate redirecting unrelated inquiries to the appropriate SMEs to provide timely responses to our partners
- Additional ad hoc analyses and recurring reporting as necessary
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
