Wealth Management Branch Finance Support - Associate

Posted on Nov 12, 2018 by Morgan Stanley USA

New York, NY 10001
5 Nov 2018
Annual Salary
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.

The Branch CFO team prepares, delivers, and assists in the interpretation of the various profitability reports for all levels of Field Management. The team serves as the primary point of contact in Finance for Private Wealth and International Wealth management teams, ranging from individual office managers to senior home office leaders, providing transparency into profitability and growth through analysis and reporting.


Works with the CFO support team for the branch network, managing strategic and ad hoc data analytics for product areas and senior management
- Develop commentary and presentations on monthly data analytics reports, including Regional Metrics reporting, and delivering insight into expenses
- Microsoft Office skills with experience creating financial models and working with large data sets
- Preferable knowledge in Alpine and other Data Management tools
- Excellent interpersonal skills and the ability to interact with various areas of corporate structure including senior management levels
- Strong analytical aptitude
- Self-starter with an ability to work in a fast paced, team oriented environment
- Exceptional organizational and time management skills
- Ability to quickly learn and apply knowledge of proprietary software systems
- Ability to solve problems independently, with detailed research and analysis, and present results Wealth Management Branch Finance Support - Associate

Reference: 568887536

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