Wealth Management Finance

We're seeking someone to join our Wealth Management CFO Support team as a Director in Finance to support the Capital Markets. The candidate will assist in enhancing current processes and reporting along with supporting ongoing or new finance initiatives.

This role primarily supports the Wealth Management Capital Markets products. It will involve interacting with Capital Markets business leads and subject matter experts to provide product KPIs, ad hoc analysis to identify growth opportunities, collaborating on new product initiatives, and business strategy formulation.

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 a Director level position within the Product Controllers Job Family which specializes in ensuring adequacy of controls, profit and loss and balance sheet reporting and reconciliations for a segment / business / product area, as well as management reporting across business segments or cross-functional end-to-end product oversight.

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.

** Roles requires at least 1 day in Purchase, NY location**

What you'll do in the role:
- 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
- Provide comprehensive reporting and analysis coverage - analyzing revenues, assets, sales, expenses and other financial metrics, that includes delivery of comprehensive quarterly due diligence materials to senior management ahead of earnings release.
- Oversee financial statement production and analysis.
- Produce, maintain and automate detailed analyses on the full swath of financial metrics that are relevant to Wealth Management (WM) Capital Markets and Firm initiatives.
- Leverage financial data platforms (Dataiku, Snowflake, Tableau, IBM Planning Analytics TM1) to develop and enhance analytics which includes production, maintenance, and enhancements of dashboards. Summarize results to give easily understandable explanations for complex problems (both on standard and ad-hoc basis).
- Build and run models for forecasting/budgeting and meet with business partners to review numbers periodically and discuss initiatives
- Run business models for the quarterly and annual stress testing and discuss results with senior management
- Partnership with various groups across the firm as it relates to projects, financial close and controls (Financial Control Group, Operations, Corporate FP&A, Strategy and Data Analytics).

What you'll bring to the role:
- 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
- Preferred undergraduate degree in accounting with 3-5 years of relevant finance and accounting experience
- Advanced Tableau knowledge, Basic SQL
- Knowledge of Dataiku / Snowflake Databases
- Experience with SAP general ledger software a plus / Oracle Business Objects / TM1
- Experience with financial planning, advanced data analysis, and modelling
- Desired strong communication (verbal and written), organizational, and analytical skills
- Ability to communicate effectively and persuasively with members of the senior management team and others within the Company

 

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.

Expected base pay rates for the role will be between $100,000 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 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.