Associate, Wealth Management Finance (Advisor Channel

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.

** This role can be located in our 1 New York Plaza office or Purchase, New York office. If located in 1 NYP you will be required to work in Purchase once a week at minimum**

• 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

• 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 2+ 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 & Power Point
• 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.

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,…