Segment Reporting & Analytics Director / AVP (Investment Management Finance Group)

Director Investment Management Finance

We're seeking someone to join our Segment Reporting & Analytics Team as a Director in Investment Management Finance (IM Finance) to be involved in accounting, finance and process transformation, as well as calculating the Firm's P&L during the quarterly mark-to-market and 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 Firm's financial and capital resources. This is an Associate / Director level position within the Financial Planning & Analysis job family, which is responsible for the firm's budget, forecast, internal management reporting and financial analysis to provide insight into the firm's current and expected financial performance. Additional responsibilities include expense allocation. FP&A is a contributor to the Firm's 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.

This is not a senior leadership role. Please submit application if you have 4-7 years of experience

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 with the Private Real Assets, Private Equity and Credit businesses.
• 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 :

What you can expect from Morgan Stanley :

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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.

Expected base pay rates for the role will be between $90,000 and $135,000 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'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.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership / union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce.