CFO Chief of Staff Team Associate

Team Overview:

The Chief of Staff team partners closely with the CFO to support strategic priorities and ensure the CFO is consistently informed, prepared, and positioned to drive impact. The team enhances transparency across Finance leadership and connects insights across the organization. In addition, the team leads and executes high impact, ad hoc initiatives in support of the broader Finance organization and key partners.

This role is highly project driven and well suited for a candidate who is strategic, highly organized, and meticulous about documentation and data integrity. The ideal candidate will have a strong understanding of the financial services industry, demonstrate intellectual curiosity, operate with a high degree of ownership, and be comfortable working both independently and in highly collaborative environments. The position offers exceptional exposure to senior Finance leadership, the broader Firm, and the external industry landscape.

This role is centered on maximizing the CFO's effectiveness while contributing to strategic, value added initiatives across Finance, including:

• Leading and executing special projects sponsored by the CFO and Chief of Staff team, supporting strategic initiatives from concept through delivery

• Partnering closely with firmwide teams to anticipate upcoming needs, align on priorities, and communicate key Firm and Finance initiatives

• Developing thoughtful, non administrative agenda content for leadership and team meetings

• Identifying, synthesizing, and summarizing relevant market events, research, and external developments for senior audiences

Responsibilities Include:

CFO Efficiency/Management:

• Maximize travel and site visit schedule and accompanying engagement events

• Identify and vet both internal and external meeting/event opportunities

• Correspondence requests

• Internal & External Engagements
  - Briefings for the CFO's meetings with clients. Prep for meetings including talking points, communications, reference data, and PowerPoint presentations (open forums, videos, emails, etc.)

• Finance Leadership Engagement
  - Finance Management Committee, MD/officer meetings

• Market/Macro Updates
  - Listening to market/macro update calls facilitated by MS Research/thought leaders and distilling key takeaways/themes for senior management

• External Communications
  - Partner with Corporate Communications, Investor Relations, etc. to stay connected on media, investors, and regulators

Skills Required:

• 3-5 years of experience, preferably within financial services

• Strong understanding of the Firm, financial services industry, market dynamics, and relevant developments

• Proven self starter with excellent project management and execution skills

• Ability to interact effectively across business functions and with senior leadership

• Exceptional written and verbal communication skills

• Advanced proficiency in Microsoft PowerPoint and Excel

• Strong analytical and critical thinking capabilities

• Superior attention to detail with a commitment to accuracy and organization

• Collaborative, adaptable, and team oriented mindset

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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.

There’s also ample opportunity to move about the business for those who show passion and grit in…