Segment Reporting & Analytics Director​/AVP; Investment Management Finance Group

Segment Reporting & Analytics Director/AVP (Investment Management Finance Group)

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We’re seeking someone to join our Segment Reporting & Analytics Team as a Director in Investment Management Finance (IM Finance) to be involved in accounting, finance and process transformation, as well as calculating the Firm’s P&L during the quarterly mark-to-market and multi-year forecast processes.

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/Director level position within the Financial Planning & Analysis job family, which is responsible for the firm’s budget, forecast, internal management reporting and financial analysis to provide insight into the firm’s current and expected financial performance.

Additional responsibilities include expense allocation. FP&A is a contributor to the Firm’s CCAR process.

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 is not a senior leadership role. Please submit application if you have 4-7 years of experience**

• Produce and review quarterly revenue and balance sheet forecasts including assumptions collection, input review, and model output review for all revenue components, assets and revenue‑related expenses with the Private Real Assets, Private Equity and Credit businesses.
• Calculation and delivery of estimates for Firm equity and carried interest to Firm’s General Ledger, including variance analysis and management reporting.
• Produce and review calculations and reporting that support certain quarterly external disclosures within the Firm 10K/Q.
• Calculate and analyze investment sensitivity, design and produce reporting for key stakeholders, and other ad‑hoc requests from Senior management.
• Weekly monitoring and forecasting of current quarter projected investment‑related revenue, including public price / FX / private valuation estimates.
• Generate and review quarterly look‑through exposure and stress loss calculations for Firm Risk.
• Support new product launches by developing an initial Firm forecast for the IM New Product Committee.
• Work on the group’s key Investments Platform enhancement project along with the BU and IM Technology team.
• Collaborate with cross‑functional teams to continuously improve financial processes and systems to enhance efficiency and accuracy.
• Act as key liaison between FP&A, Business units, Firm Risk, and Corporate Accounting team.
• Participate in ad‑hoc projects and initiatives as needed.

• Preferred Bachelor's degree in Finance, Accounting, or a related field.
• Desired 4+ years of work experience.
• Familiarity with Private Equity / Real Estate Fund structures, operations, and distribution waterfall.
• Desired technical skills in Microsoft Office applications (Excel, Power point, Power
  
  BI) and financial software applications, such as TM1.
• Excellent written and verbal communication skills, and ability to deal with colleagues/clients of all levels.
• Analytical mindset with attention to detail.
• Committed and self‑motivated individual who can demonstrate initiative and problem‑solving abilities.
• Excellent organizational skills and the ability to work to and manage deadlines.

We are committed to maintaining the first‑class service and high standard of excellence that have defined Morgan Stanley for over 89 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…