Wealth Management Finance FP&A - Associate

Wealth Management Finance FP&A - Associate

We're seeking someone to join our Financial Planning & Analysis team as an Associate in Finance. Within Wealth Management Finance, the Planning & Analysis group produces consolidated reporting for actual, budget and forecast. This role will have a central focus on consolidating and reporting segment financials for Annual CCAR and Quarterly stress Testing. This includes actual results as well as budget and multi-year forecasts for the consumption of both internal and external parties.

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 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, as well as expense allocation.

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.

• Collaborate with a varied group of colleagues in Finance and across the Firm
• Responsible for both individual and team deliverables and projects, leveraging knowledge of Finance functional area, tools and/or products
• Adhere to the Firm's risk and regulatory standards, policies and controls
• Act as a culture carrier; embody the Firm's values and hold yourself accountable to Firm standards
• Assisting with WM financial model onboarding efforts; manage daily stand‑up calls with Technology and Corporate partners
• Support overall project initiatives regarding model input/output automation, data validation, and process enhancements
• Preparation of quarterly reporting decks including the WM CCAR Review & Challenge package
• Data submission for quarterly regulatory reports
• General and ad hoc involvement with the segment budget and Comprehensive Capital Analysis & Review (CCAR) multi‑year forecast preparation

• Advanced understanding of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment
• Ability to provide positive and constructive feedback and acknowledge efforts of team members
• Ability to articulate risk and impact to various audiences, and create plans to mitigate those risks
• B.A./B.S. in relevant field
• 2‑5+ 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 Microsoft Office
• Strong communication skills
• Experience with Oracle Essbase/TM1 preferred

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 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 their work.

Expected base pay rates for the role will be between…