Wealth Management Branch Finance Associate

Morgan Stanley - Purchase, NY (30+ days ago)3.9


Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.The Financial Control Group (FCG) is responsible for overseeing the accounting and financial and regulatory reporting for the Firm. FCG prepares external financial reports for public filings and regulators. For internal reporting FCG, along with Financial Planning and Analysis (FPA), summarizes, plans and forecasts the organizations financial position, including income statements, balance sheets, and analyses of future revenues, expenses and earnings. FCG is comprised of Business Unit Controllers, Infrastructure Controllers, Accounting, Regulatory and Reporting groups, and Valuation Review.

The Branch CFO team prepares, delivers, and assists in the interpretation of the various profitability reports for all levels of Field Management. The team serves as the primary point of contact in Finance for the branch management network, ranging from individual office managers to senior home office leaders, providing transparency into profitability and growth through analysis and reporting. The department within this team works to support management of the Corporate Solutions business, including stockplan services, workplace wealth, corporate retirement, and the Institutional Sales force. In addition, support is provided to the emerging Digital business and Client Advisory Center.Primary Responsibilities - Works with the CFO support team for the branch network, managing strategic and ad hoc data analytics for product areas and senior management- Execute the production of daily, weekly, and monthly reporting- Supporting the production of monthly reports of financial reviews for each business area, researching variances and providing commentary- Analyzing current processes and generating solutions to improve performance and efficiency - Work collaboratively with various departments within Finance and Wealth Management to develop solutions to complex problems.- Prepare presentations with business partners on strategic updates, and build reporting capabilities for emerging business areas
  • 1-3 years of experience preferred- Microsoft Office - Excellent interpersonal skills and the ability to interact with various areas of corporate structure including senior management levels - Strong analytical aptitude - Self-starter with an ability to work in a fast paced, team oriented environment- Exceptional organizational and time management skills - Ability to quickly learn and apply knowledge of proprietary software systems - Ability to solve problems independently, with detailed research and analysis, and present results- Preferred - existing knowledge of Business Objects (or any BI tools) and Hyperion Essbase