Reporting & Analytics, Associate

About the Role

The Wealth Management Finance team provides support to Morgan Stanley's Wealth Management segment (MSWM), specifically within Investment Solutions. This Associate level position within the Product Controllers Job Family specializes in ensuring the 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.

Key Responsibilities

• 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.
• Collaborate with the business finance team to identify, interpret data, and visually present meaningful business analytics and trends.
• Interact with various stakeholders, including lines of business, subject matter experts, and senior management.
• Partner with technology to enhance data collection and analysis.
• Leverage business technologies such as SQL, Business Objects, DataIKU, and Tableau.
• Manage CCAR business models and automation efforts.

Requirements & Tech Stack

• Working knowledge of Finance functional area, industry, and competitive environment.
• Ability to communicate clearly and concisely, and adapt to various audiences.
• Willingness to seek guidance and provide feedback to further develop self and peers.
• Proficient in SQL and PYTHON.
• Familiarity with PostgreSQL, DataIKU, and Tableau is a plus.
• Ability to make creative and effective use of systems and technology (including MS Office Suite).
• Ability to simplify and articulate technical concepts to others in a meaningful manner.
• Ability to manage larger, complex projects efficiently and independently.
• Self-motivated, with the ability to work independently as well as within a team environment.
• Adaptable and innovative; ability to assess and troubleshoot data issues.

Qualifications

• At least 2 years' relevant experience.
• B.A./B.S. in a relevant field.
• Legally authorized to work in the United States; no sponsorship required now or in the future.

This role can be located in our 1 New York Plaza office or Purchase, New York office.

If located in 1 NYP, you will be required to work in Purchase once a week at a minimum.