Financial Planning & Analysis Associate

Morgan Stanley is a global financial services firm that conducts its business through three principal business segments - Institutional Securities, Wealth Management, and Investment Management. Morgan Stanley provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and cash management, annuities, insurance, retirement, and trust services.

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 doing the right thing, putting clients first, leading with exceptional ideas and a commitment to diversity and inclusion. Morgan Stanley can provide a superior foundation for building a professional career – a place for people to learn, achieve, and grow.

Position Summary

The team is seeking a candidate to provide end-to-end business management support through the production and analysis of financial and headcount data for the Wealth Management First Line Financial Crimes Risk COO team. You will be working in a dynamic and data-driven environment focused on high quality, detailed operational reporting to senior stakeholders on the management of the 1L FCR team. The role will drive efficiencies within the 1L FCR COO Team, with a key focus on continuously optimizing reporting practices to support the organization’s mission and progress toward key initiatives.

Responsibilities

• Contributing to executive-level content, analysis, and presentation material for a broad audience inclusive of senior management and regulators.
• Executing and solving business problems through complex analysis of workforce related data.
• Understanding the teams operating model and translating that into actionable insights, using data to support management and regulatory stakeholders.
• Ensuring appropriate management and maintenance of HR and Finance related information in the appropriate systems.
• The ability to manage multiple deadlines and initiatives simultaneously, often under tight deadlines, while maintaining high quality standards and exceptional attention to detail.

Required Skills

• At least 5 years of experience in the Financial Services industry.
• Proficiency in MS Excel, MS Word, and MS PowerPoint for data analysis related tasks, including the use of advanced formulas, pivot tables and conditional formatting. Experience with macros is a plus.
• Very strong analytical and critical thinking skills.
• Exceptional accuracy and attention to detail. Ability to consistently deliver high-quality work that requires minimal review.
• Strong organizational skills to ensure all reporting and supporting materials are appropriately documented with procedure documents in place for future reference.
• Confidence and comfort operating in high-paced and high-profile environments.
• Demonstrable track record of handling confidential and sensitive information appropriately.
• Ability to research and resolve issues independently while working across teams to acquire information.
• Highly motivated, self-starter that can work autonomously and can independently take initiative.
• Understanding of enterprise organizational and behavioral dynamics.
• Demonstrated ability to build strong relationships and collaborating across large organizations.
• Experience with Tableau or similar platform is a plus.
• Bachelor’s degree required.

What You Can Expect From Morgan Stanley

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

New York -

Expected base pay rates for the role will be between $90K-$110K 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 is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.