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About us: Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Morgan Stanley provides a superior foundation for building a professional career - a place for people to learn, achieve and grow.

Team Profile: The Finance Division reports to the Chief Financial Officer and consists of some 3,000 employees worldwide. Finance protects the Morgan Stanley franchise by serving as guardian of the Firm's books and records, and by contributing to firm wide risk management and risk reduction. This division maintains relationships with Morgan Stanley's various industry and government regulators, and also serves as the conduit of financial information to the outside investment community.

The role will reside within Wealth Management Finance which is a team dedicated to providing support to Morgan Stanley's Wealth Management segment (MSWM), specifically the Consulting Group, MSWM's Advisory Platform. Members of the Wealth Management Finance team can expect to be involved in accounting, finance, and process transformation.

Not senior leadership role - candidates should have 4-7 years of experience

We offer:

Work in the Finance department of one of the world's top tier Financial Institutions and gain first-hand insight of our business A desirable compensation and benefits package including eligibility for an annual bonus Professional development opportunities including access to Morgan Stanley's world-class internal trainings Enriching challenges that provide opportunity for constant learning and advancement A supportive and vibrant diverse environment, we are inclusive of individual backgrounds and leverage them to foster our work environment and culture

Responsibilities:

Coordinate with CFO senior management for the financial support of the WM Consulting Group business. Interact with Consulting Group business leads and subject matter experts to provide product KPIs and recurring/ad-hoc analyses Provide comprehensive reporting and analysis coverage - analyze revenues, expenses, assets, flows and other financial metrics, that includes delivery of comprehensive quarterly due diligence materials to senior management ahead of earnings release. Oversee financial statement production and analysis. Leverage financial data platforms to develop enhanced analytics which includes production, maintenance, and enhancements of dashboards. Summarize results to give easily understandable explanations for complex problems (both on standard and ad-hoc basis). Build and run models for forecasting/budgeting and meet with business partners to review numbers periodically and discuss initiatives Run business models for the quarterly and annual stress testing and discuss results with senior management Partnership with various groups across the firm as it relates to projects, financial close and controls (Financial Control Group, Operations, Corporate FP&A, Strategy and Data Analytics). Monitor close activity through BD1-4 and ensure results are in line with business expectations.

Requirements:

Preferred undergraduate degree in accounting with 4 years of relevant finance and accounting experience Advanced Excel, DataIku, and Tableau knowledge Experience with SAP general ledger software a plus / Oracle Business Objects / TM1 Experience with financial planning, advanced data analysis, and modelling Desired strong communication (verbal and written), organizational, and analytical skills Ability to communicate effectively and persuasively with members of the senior management team and others within the Company

What you can expect from Morgan Stanley:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Expected base pay rates for the role will be between $85,000 and $135,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs

Job: *Finance

Title: Wealth Management Finance Group - Investment Solutions

Location: New York-Purchase

Requisition ID: 3261852