Morgan Stanley
Investment Management Finance - Segment Reporting & Analytics Associate
Morgan Stanley, New York, New York, us, 10261
Overview
Investment Management Finance - Segment Reporting & Analytics Associate This range is provided by Morgan Stanley. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $90,000.00/yr - $115,000.00/yr What you'll do in the role
Produce and review quarterly revenue and balance sheet forecasts including assumptions collection, input review, and model output review for all revenue components, assets and revenue-related expenses Calculation and delivery of estimates for Firm equity and carried interest to Firm's General Ledger, including variance analysis and management reporting. Produce and review calculations and reporting that support certain quarterly external disclosures within the Firm 10K/Q. Calculate and analyze investment sensitivity, design and produce reporting for key stakeholders, and other ad hoc requests from Senior management. Weekly monitoring and forecasting of current quarter projected investment-related revenue, including public price / FX / private valuation estimates. Generate and review quarterly look-through exposure and stress loss calculations for Firm Risk. Support new product launches by developing an initial Firm forecast for the IM New Product Committee. Work on the group's key Investments Platform enhancement project along with the BU and IM Technology team. Collaborate with cross-functional teams to continuously improve financial processes and systems to enhance efficiency and accuracy. Act as key liaison between FP&A, Business units, Firm Risk, and Corporate Accounting team. Participate in ad-hoc projects and initiatives as needed. What you'll bring to the role
Preferred Bachelor's degree in Finance, Accounting, or a related field. 2-3 years of work experience (preferred). Technical skills in Microsoft Office applications (Excel, PowerPoint, PowerBI) and financial software applications, such as TM1. Excellent written and verbal communication skills, and ability to deal with colleagues/clients of all levels. Analytical mindset with attention to detail. Committed and self-motivated individual who can demonstrate initiative and problem solving abilities. Excellent organizational skills and the ability to work to and manage deadlines. Seniority level
Associate Employment type
Full-time Job function
Finance Industries
Banking and Investment Management
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Investment Management Finance - Segment Reporting & Analytics Associate This range is provided by Morgan Stanley. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $90,000.00/yr - $115,000.00/yr What you'll do in the role
Produce and review quarterly revenue and balance sheet forecasts including assumptions collection, input review, and model output review for all revenue components, assets and revenue-related expenses Calculation and delivery of estimates for Firm equity and carried interest to Firm's General Ledger, including variance analysis and management reporting. Produce and review calculations and reporting that support certain quarterly external disclosures within the Firm 10K/Q. Calculate and analyze investment sensitivity, design and produce reporting for key stakeholders, and other ad hoc requests from Senior management. Weekly monitoring and forecasting of current quarter projected investment-related revenue, including public price / FX / private valuation estimates. Generate and review quarterly look-through exposure and stress loss calculations for Firm Risk. Support new product launches by developing an initial Firm forecast for the IM New Product Committee. Work on the group's key Investments Platform enhancement project along with the BU and IM Technology team. Collaborate with cross-functional teams to continuously improve financial processes and systems to enhance efficiency and accuracy. Act as key liaison between FP&A, Business units, Firm Risk, and Corporate Accounting team. Participate in ad-hoc projects and initiatives as needed. What you'll bring to the role
Preferred Bachelor's degree in Finance, Accounting, or a related field. 2-3 years of work experience (preferred). Technical skills in Microsoft Office applications (Excel, PowerPoint, PowerBI) and financial software applications, such as TM1. Excellent written and verbal communication skills, and ability to deal with colleagues/clients of all levels. Analytical mindset with attention to detail. Committed and self-motivated individual who can demonstrate initiative and problem solving abilities. Excellent organizational skills and the ability to work to and manage deadlines. Seniority level
Associate Employment type
Full-time Job function
Finance Industries
Banking and Investment Management
#J-18808-Ljbffr