Full-Time

Director – Finance

Posted on 9/29/2025

Morgan Stanley

Morgan Stanley

10,001+ employees

Global financial services; wealth management

Compensation Overview

$136k - $155k/yr

+ Commission earnings + Incentive compensation + Discretionary bonuses + Other short and long-term incentive packages + Other Morgan Stanley sponsored benefit programs

Company Does Not Provide H1B Sponsorship

New York, NY, USA

Hybrid

Hybrid role; up to 2 days telecommuting weekly.

Category
Finance & Banking (3)
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Required Skills
Word/Pages/Docs
Fixed Income Securities
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides
Requirements
  • Bachelor's degree in Business Administration, Finance, or a related field.
  • Four (4) years of experience in the position offered or four (4) years as a Director, Associate, Analyst, or a closely related occupation.
  • Four (4) years of experience with financial reporting applications and tools including VENA and SAP Business Objects.
  • Four (4) years of experience with general ledger structures and subledger relationships.
  • Four (4) years of experience with capital frameworks, calculations, and reporting.
  • Four (4) years of experience with financial institution liquidity risk management.
  • Four (4) years of experience with funding cost transfer pricing, methodologies, and implementation.
  • Four (4) years of experience with fixed income and commodity products including Bonds, Credit Derivatives, Structured Notes, Physical Commodities, Listed Futures, Repos, and Reverse Repos.
  • Four (4) years of experience with accounting rules for balance sheet including bonds coupon interest receivables/payables netting, securities cash inventory allocations, and Net Interest Income.
  • Four (4) years of experience with foreign exchange (FX) markets and different currency benchmark interest rates.
  • Four (4) years of experience with financial institution trades flows from trade capture to downstream reporting.
  • Four (4) years of experience with GAAP accounting concepts for income statement and balance sheet.
  • Four (4) years of experience working with and reconciling large datasets.
  • Proficiency with Microsoft Office Suite including Excel, Word, PowerPoint, and Outlook.
  • Financial Planning & Analysis roles including budgeting and forecasting.
Responsibilities
  • Enhance funding, liquidity, and capital reporting within the businesses.
  • Develop analytical tools to help with business decision making.
  • Conduct regular weekly, monthly, and quarterly reporting of key business performance metrics.
  • Participate in division-wide projects, new business initiatives, and ad-hoc work for the department leadership team.
  • Create a knowledge database that can be leveraged by different teams in Finance.
  • Collaborate across teams to understand problems, leveraging others’ expertise to research and develop solutions.
  • Create reports and presentations to present results to Finance and Business Management.
  • Act as bridge between business managers and Finance on a wide range of topics.
  • Produce ad-hoc deliverables and management reporting materials.
  • Telecommuting permitted up to 2 days per week.

Morgan Stanley is a global financial services firm offering investment banking, securities, wealth management, and investment management services to individuals, families, institutions, and governments. It helps clients raise, manage, and distribute capital through advisory services, asset management, trading, and financing activities, with revenue from advisory fees, asset management fees, trading commissions, and interest income. The company differentiates itself through its large, worldwide platform that provides a full suite of services across markets and client segments, a focus on client needs and long-term relationships, and a strong emphasis on institutional expertise and capital markets capabilities. Its goal is to help clients achieve their financial objectives by delivering tailored financial solutions and maintaining enduring client partnerships.

Company Size

10,001+

Company Stage

IPO

Headquarters

New York City, New York

Founded

1935

Simplify Jobs

Simplify's Take

What believers are saying

  • E*Trade crypto trading at 0.5% fees expands to 8.6 million users by end-2026.
  • Raised price targets for IonQ to $47, Microchip to $92 amid semiconductor rally.
  • Hires crypto talent at $300K salaries, blending blockchain with compliance expertise.

What critics are saying

  • Crypto price war from 0.5% E*Trade fees erodes Coinbase's retail revenue in 6-12 months.
  • Digital Trust charter approval in 12-24 months captures custody from Coinbase.
  • Talent drain to Wall Street at $300K salaries weakens Coinbase innovation in 12-24 months.

What makes Morgan Stanley unique

  • Institutional Securities segment delivers highest profitability via M&A advisory and capital raising.
  • Global Wealth Management targets high-net-worth individuals with personalized financial planning.
  • Investment Management offers equity, fixed income, and alternatives across 42 countries.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Health Savings Account/Flexible Spending Account

Unlimited Paid Time Off

Paid Vacation

Paid Sick Leave

Paid Holidays

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Mental Health Support

Wellness Program

Company News

Yahoo Finance
Apr 14th, 2026
Morgan Stanley launches $34M Bitcoin ETF after calling it '$0' in 2017

Bitwise CEO Hunter Horsley predicts crypto will become so mainstream by the end of 2026 that it will be "uninteresting", as Morgan Stanley's embrace of digital assets signals broader Wall Street acceptance. His comments followed observations that Morgan Stanley Investment Management now prominently features crypto offerings on its homepage. The bank recently launched its spot Bitcoin ETF (MSBT) with a 0.14% annual fee, undercutting rivals including BlackRock's iShares Bitcoin Trust. Morgan Stanley's fund attracted approximately $34 million in net inflows on its first trading day, with over 1.6 million shares traded, marking one of the strongest ETF debuts in the past year. The shift is particularly striking given the bank called Bitcoin potentially worthless in 2017, highlighting the changing institutional attitude towards digital assets.

Yahoo Finance
Apr 14th, 2026
Morgan Stanley ranks Meta, Amazon, Google ahead of Q1 earnings on AI returns and capex outlook

Morgan Stanley has ranked Meta, Amazon and Google as its top picks ahead of first-quarter earnings, citing four macro themes that will shape performance through 2026. The bank highlighted revenue acceleration and GenAI return on investment signals as key drivers, whilst warning that rising 2027 capital expenditure expectations—15% above consensus for hyperscalers—may cap valuations. Morgan Stanley also flagged consumer weakness in branded advertising markets as not yet priced in. Meta remains the bank's top pick, with focus on top-line growth guidance and MetaAI rollout. For Amazon, analysts expect AWS growth of 29-31% and a path to $10-11 GAAP earnings per share by 2027. Google is projected to deliver high-teens paid search growth and 60% year-over-year cloud growth.

Yahoo Finance
Apr 10th, 2026
Morgan Stanley launches Bitcoin ETF with $30.6M inflows and 14 basis point fee

Morgan Stanley has launched its Bitcoin Trust (NYSE: MSBT), marking a significant entry into the digital asset space by a major investment bank. The fund generated $30.6 million in net inflows at launch and features a competitive fee structure of just 14 basis points. The move signals growing institutional adoption of cryptocurrencies despite recent market volatility. Amy Oldenburg, Morgan Stanley's Head of Digital Asset Strategy, stated that "digital assets are increasingly intersecting with traditional markets" and the bank aims to help clients access this evolution through trusted structures. Bitcoin is currently trading around $73,000, down approximately 17% this year but recovering from recent lows. The cryptocurrency previously reached highs above $126,000 last year. Morgan Stanley may expand its digital asset offerings based on customer demand.

Yahoo Finance
Apr 10th, 2026
Stats Perform closes $475M term loan at 12.35% yield with B- rating

Stats Perform has completed a $475 million four-year covenant-lite term loan B at 12.35% yield-to-maturity, arranged by Morgan Stanley. The loan priced at S+700 with a 0% floor and 96.5% original issue discount. Proceeds will refinance existing credit facilities alongside a $275 million equity contribution from sponsor Vista Equity Partners. The company will repay a $62 million revolver, $471 million first-lien term loan due July 2026, and $140 million second-lien term loan due July 2027. The facility carries B-/B3 ratings. Moody's upgraded the company's corporate rating to B3, whilst S&P placed ratings on CreditWatch, indicating a potential two-notch upgrade to B-. Chicago-based Stats Perform, a Vista Equity portfolio company since 2014, provides sports AI services through its Opta brand.

Yahoo Finance
Apr 10th, 2026
Goldman Sachs and Morgan Stanley set to benefit from record $1.2T Q1 M&A boom

Goldman Sachs and Morgan Stanley are set to report first-quarter earnings next week, with analysts expecting strong results driven by robust merger and acquisition activity. The first quarter saw a record $1.2 trillion in global deals, up 42% year-over-year. Goldman Sachs is expected to report earnings per share of $16.22 on 13 April, up 15% year-over-year, with revenue projected at $16.9 billion. Morgan Stanley reports two days later, with anticipated EPS of $3.02, also up 15%, and revenue of $19.6 billion. Goldman Sachs derives roughly 19% of revenue from investment banking versus Morgan Stanley's 13%, potentially giving it an advantage in strong M&A markets. Goldman has outperformed Morgan Stanley over the past year, returning 85.3% compared to 66.2%.

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