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.
FinanceProfile:
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..
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:
Address strategic issues on an ad hoc basis that are complementary to the regular planning and analysis function
Generate and oversee weekly reporting for the operating committee as well as weekly results and highlights for the CFO
Contribute to monthly and quarterly expense reporting and analytics, including the narrative around performance relative to budget / forecast and prior year and quarterly results
Responsible for overseeing and producing quarterly performance decks for the Board of Directors
Contribute to the development of performance analytics materials for internal management
Support ad hoc financial analyses and projects as required
Ability to automate processes and reports
Communicate and coordinate effectively with partner teams
Adept at working independently in a fast-paced environment and handling complexity and ambiguity
Ability to work across organizational boundaries
Strong organizational skills, including the ability to coordinate, prioritize and manage multiple deliverables
Qualifications:
Minimum of 4 years of experience
Knowledge in Financial Analysis and prior experience analyzing financial statements and managing large data sets
Proficient Microsoft office skills with a strong emphasis on PowerPoint and Excel
Excellent analytical, writing and presentation skills
Consistently demonstrates clear and concise written and verbal communication skills
Bachelor's degree in Finance, Accounting, Economics, or related field preferred
Expected base pay rates for the role will be between 85,000 and 135,000 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).