Finance Associate

About the role

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

As such, we are building a Baltimore-based talent pipeline for early-career professionals within our Finance Division. Submitting your resume for this pipeline requisition ensures consideration for current and future career opportunities. You will also stay informed about firm-sponsored events designed to engage top talent and provide networking opportunities with finance professionals and firm employees.

Department Profile

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 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.

The Morgan Stanley Baltimore office is a critical component of the Firm`s Global footprint and has 1,400 employees that provide support and services to the Investment Banking, Securities, Investment Management and Wealth Management Businesses.

Key Responsibilities

• Produce and analyze daily, weekly, and monthly profit and loss reports.
• Prepare and review balance sheets, income statements, and financial forecasts.
• Conduct detailed analysis for budget forecasting, stress testing, and financial modeling.
• Support key business projects, regulatory reporting, and risk management initiatives.
• Collaborate with senior stakeholders to provide actional insights and ensure timely reporting
• Serve as a trusted advisor on financial processes, reporting accuracy, and process improvements.

Qualifications

Required Skills

• Strong written and verbal communication skills.
• Proficiency in MS Office (Excel and PowerPoint).
• Demonstrated accountability, ownership, and proactiveness.
• High attention to detail and organizational skills.
• Ability to multi-task and manage competing deadlines in a fast-paced environment.
• Willingness to observe and enhance processes to drive team efficiency.

Preferred Skills and Experience

• Interest in and familiarity with financial markets and products
• Previous experience in audit, accounting, controllership, or FP&A
• Experience with digital tools like Tableau, Power BI, and Alteryx
• Familiarity with key financial functions, including:
• Product Control, FP&A, Management Reporting
• Balance Sheet and Revenue Analysis
• Profit and Loss Calculations
• Regulatory Reporting & Reconciliation
• Financial Products such as stocks, bonds, FX, equities, credit, commodities, IPOs, and global capital markets

Education Requirements: High School Diploma

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 that's differentiated - and we've 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 - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

At Morgan Stanley, you'll 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. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste into your browser.

Salary range for the position

$55,000-95,000/ Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component.

Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees.

Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.