Company Profile
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.
Department Profile
The Finance Division reports to the Chief Financial Officer and consists of some 3,000 employees worldwide. Finance protects the Morgan Stanley franchise by serving as guardian of the Firm's books and records, and by contributing to firm wide risk management and risk reduction. This division maintains relationships with Morgan Stanley's various industry and government regulators and also serves as the conduit of financial information to the outside investment community. Finance plays a critical role as advisor to Morgan Stanley's various businesses and its senior management team.
Team Profile
Corporate Financial Planning & Analysis (Corporate FP&A) is responsible for leading firmwide planning and forecasting processes, management reporting and performing strategic analyses of the Firm's global businesses to support strategic decision-making. Corporate FP&A supports and interacts with Firm leadership, the Firm's Board of Directors and various Firm regulators. Additionally, Corporate FP&A collaborates closely with Business lines and their Finance teams, Investor Relations, global Controller teams, Treasury, Capital and the Risk Department.
Key Responsibilities
The role will serve a critical function in pulling together Firmwide narratives on forward-looking projections, analytical and strategic support to the Head of Budget & Forecasting, Corporate FP&A and CFO. The role entails leading special projects, crafting senior-level presentations, conducting analysis, creating data visualizations, and developing strategic decision-making models. Candidates must have proven experience clearly communicating results orally and in writing and should be strong problem solvers.
Drive forward-looking projections including budget, forecasting, strategic/operating plans, monthly outlooks and reviewing results with senior management
Responsible for detailed analytical review of financials and providing meaningful variance reporting and supporting analysis to senior management.
Key member responsible for putting together business narratives for reporting and analytics
Generate analytics for monthly forecast results, Board of Director results and Executive Management reports
Heavily partner with teams across Finance and the wider organization including: Segment Finance (ISG, WM, IM, Infrastructure), Investor Relations, Firm Strategy & Execution, Tax, Capital, Treasury, Corporate Reporting, Risk, etc. to formulate and articulate business drivers
Support senior management presentations including CFO / CEO and Corporate reviews
Support ongoing risk monitoring, validation and documentation of Budget & Forecast processes
Partner with leadership to develop strategic plans, financial targets, and goals aligned with business and Firmwide objectives.
Develop high-quality presentations and executive summaries for senior leadership supplemented by Finance team inputs and analyses.
Qualifications
4+ years of experience in the financial services sector, preferably at an asset management, investment bank, public Accounting or consulting firm
Bachelor's degree in finance or related field
Ability to clearly articulate and present ideas both in written presentations and orally to senior management
Proven expertise in Excel, PowerPoint, Word and Outlook
Excellent verbal and written (business writing) communication skills
Consistently demonstrates clear and concise written and verbal communication skills
Effective time management and ability to meet tight deadlines and handle pressure situations
Change agent with proven ability to drive process changes
Expected base pay rates for the role will be between $85,000 and $155,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
