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 (Investment Solutions Finance) which is a team dedicated to providing support to Morgan Stanley’s Wealth Management segment (“MSWM”) a leading global asset manager across the public and private markets. Members of the Investment Solutions Finance team can expect to be involved in accounting, finance and process transformation.
We offer:
• Work in the Finance department of one of the world’s top tier Financial Institutions and gain first-hand insight of our busine
• A desirable compensation and benefits package including eligibility for an annual bonu
• Professional development opportunities including access to Morgan Stanley’s world-class internal training
• 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
You Will:
• Coordinate with CFO senior management for the financial support of the WM Capital Markets business.
• Interact with Capital Markets business leads and subject matter experts to provide product KPIs and recurring/ad-hoc analyse
• Provide comprehensive reporting and analysis coverage – analyze revenues, expenses, assets, sales 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 initiative
• 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.
Qualifications:
You Have:
• Preferred undergraduate degree in accounting with 3-5 years of relevant finance and accounting experience
• Advanced Excel 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 skill
• Ability to communicate effectively and persuasively with members of the senior management team and others within the Company
Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more.
Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing and advancing individual
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.