FP&A Segment Reporting & Analytics Associate (Public Markets)

Were seeking someone to join our Segment Reporting & Analytics Team as an Associate in Investment Management Finance (IM Finance) to be involved in accounting finance and process transformation as well as calculating the Firms P&L during the multi-year forecast processes.

In the Finance division we act as a partner to business units around the globe by providing management review analysis and advisory services of the Firms financial and capital resources. This is an Associate level position within the Financial Planning & Analysis job family which is responsible for the firms budget forecast internal management reporting and financial analysis to provide insight into the firms current and expected financial performance. Additional responsibilities include expense allocation. FP&A is a contributor to the Firms CCAR process.

Since 1935 Morgan Stanley is known as a global leader in financial services always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

What youll do in the role:
- Develop and review monthly and quarterly revenue and expense forecasts including assumptions input validation and model outputs across revenue assets and revenue-related expenses for the Equity Fixed Income and Alternatives businesses.

- Monitor and forecast current-quarter investment-related revenue on a weekly basis incorporating foreign exchange activity market performance and net flow estimates.
- Prepare and review calculations and reporting materials that support selected quarterly external disclosures in the Firms 10-K/Q filings.
- Conduct investment sensitivity analyses develop reporting for key stakeholders and address ad hoc requests from senior management.
- Maintain CCAR/QST stress testing models for regulator-mandated scenarios including exposure and stress loss calculations for Firm Risk.
- Support new product launches by preparing initial Firm forecasts for review by the IM New Product Committee.
- Partner with business units and the IM Technology team to identify design and implement strategic reporting enhancements including AI-enabled tools and process automation that improve data quality reporting efficiency and control effectiveness.
- Prepare monthly and quarterly AUM net flows and net revenue reporting packages and presentations for key stakeholders including portfolio managers and senior business leaders.
- Serve as a key liaison among FP&A business units Firm Risk and Corporate Accounting.
- Support ad hoc projects and strategic initiatives as required.

What youll bring to the role:
- Preferred Bachelors degree in Finance Accounting or a related field.
- Desired 3 years of work experience
- Ability to translate complex financial datasets into clear transparent reports for stakeholders
- Desired 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

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley we raise manage and allocate capital for our clients helping them reach their goals. We do it in a way thats differentiated and weve done that for 90 years. Our values - putting clients first doing the right thing leading with exceptional ideas committing to diversity and inclusion and giving back - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll find an opportunity to work alongside the best and the brightest in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey offering some of the most attractive and comprehensive employee benefits and perks in the industry. Theres also ample opportunity to move about the business for those who show passion and grit in their work.

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Expected base pay rates for the role will be between $90000 and $115000 per year at the commencement of employment. However base pay if hired will be determined on an individualized basis and is only part of the total compensation package which depending on the position may also include commission earnings incentive compensation discretionary bonuses other short and long-term incentive packages and other Morgan Stanley sponsored benefit programs

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion where individuals are hired developed and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate bringing a variety of backgrounds talents perspectives and experiences.

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