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Morgan Stanley

Investment Management Finance Financial Planning Analysis

Morgan Stanley - New York City, NY

Description 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 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 Firms 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. Investment Management Financial Planning & Analysis (IM FP&A) is responsible for reporting, budgeting, and forecasting of the consolidated Investment Management business. The team provides the senior leadership of the business with key financial information and analyses utilized in strategic decision-making. IM FP&A also collaborates across Finance and the Firm on key deliverables including the annual budget, quarterly earnings, and the CCAR\/DFAST submissions. This position provides a unique opportunity to support a global business focused on growth. Primary Responsibilities:\u00a0 - Lead the coordination of the annual budget, quarterly and full year forecasts, and stress-test (CCAR\/DFAST) forecasting for Investment Management\u00a0 - Supporting the quarterly earnings process, including quarterly financial due diligence meetings, earnings release, 10Q\/10K, and other various disclosures - Partner with the Investment Management business to develop value-add analytics for strategic decision-making - Lead the enhancement of financial reporting systems used for budgeting, forecasting, and management reporting -\u00a0Drive strong partnerships across IM Finance; Lead efforts to create efficiency in the budgeting and forecasting processes across the organization Qualifications -\u00a0Bachelor's degree in Finance, Accounting, Economics, or related field, with 7-10 years of relevant experience -\u00a0Previous management experience or a similar leadership role -\u00a0Strong written and verbal communication skills -\u00a0Must have an ownership mindset -\u00a0High level of focus on work quality; superior attention to detail -\u00a0Proficiency in Microsoft Excel and PowerPoint; experience with Hyperion Essbase preferred -\u00a0Prior experience in FP&A or a similar role preferred

11 days 8 hours ago

Morgan Stanley


Investment Management Finance Financial Planning Analysis Morgan Stanley - New York City, NY, United States


Location: New York City, NY

Company Profile:
Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals worldwide. The company’s Institutional Securities segment offers financial advisory services on mergers and acquisitions, divestitures, joint ventures, corporate restructurings, recapitalizations, spin-offs, exchange offers, leveraged buyouts, takeover defenses, and shareholder relations, as well as provides capital raising and corporate lending services. This segment is also engaged in sales, trading, financing, and market-making activities, including institutional equity, fixed income and commodities, research, and investment activities, as well as offers financing services, such as prime brokerage, consolidated clearance, settlement, custody, financing, and portfolio reporting services. Its Wealth Management segment provides brokerage and investment advisory services covering various types of investments comprising equities, options, futures, foreign currencies, precious metals, fixed income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs. This segment also offers education savings programs, financial and wealth planning services, annuity and other insurance products, cash management services, trust and fiduciary services, retirement solutions, and credit and other lending products, as well as fixed income principal trading services. The company’s Investment Management segment provides alternative investment products, such as hedge funds, private equity and real estate funds, and portable alpha strategies to institutional and intermediary channels, and high net worth clients, as well as is involved in real estate investing and merchant banking businesses. Morgan Stanley was founded in 1935 and is headquartered in New York, New York.