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Job Description
Private Banking Group, Deposits and Investment Portfolio Finance Associate
Job Number: 3222223
POSTING DATE: Aug 17, 2022
PRIMARY LOCATION: Americas-United States of America-New York-Purchase
EDUCATION LEVEL: Bachelor’s Degree
JOB: Finance
EMPLOYMENT TYPE: Full Time
JOB LEVEL: Associate
DESCRIPTION
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.
Department Profile
The Private Banking Group (PBG) provides banking and lending services to its clients as part of Morgan Stanley’s comprehensive Wealth Management offering. The Private Banking Group includes a nationwide network of private bankers who partner with Morgan Stanley financial advisors to provide banking and lending services including mortgages, securities-based loans and tailored lending.
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 Firm’s books and records, and by contributing to firmwide 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.
Primary Responsibilities
- Assist in the analysis and gathering of key metrics for Deposits and Investment Portfolio
- Aid in the preparation of monthly & quarterly financial reporting for business reviews
- Assist in the quarterly Firm CCARS, full year forecasts and budget projections
- Conduct various functions related to the monthly financial close
- Cross-functional role working with Product CFO’s, BU, Treasury, LE Controllers, Accounting, etc.
- Ad Hoc requests from senior management
QUALIFICATIONS
Qualifications
- Bachelor’s degree, with minimum 2 years of experience in Finance
- A great aptitude for numbers and a quick grasp of new reporting applications
- Must be able to work with large data sets, and be extremely proficient with both Microsoft Excel and PowerPoint
- Must be comfortable producing decks for senior management
- A desire to work in a team-based environment and contribute as a team player
- Highly organized with excellent attention to detail
- Self-motivated with high personal standards for quality of work
- Strong oral and written communication skills