Investment Management Finance Associate

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.

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.

Background on the Position
The role will reside within Investment Management Finance (IM Finance) which is a department dedicated to providing support to Morgan Stanley's Investment Management segment (MSIM) a leading global asset manager across the public and private markets. Members of the IM Finance team can expect to be involved in accounting, finance and process transformation. The successful candidate will join the Private CFO Group.
Primary Responsibilities / Experience
> 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. Qualifications:
> Preferred Bachelor's degree in Finance, Accounting, or a related field.
> Desired 3-6 years of work experience
> Familiarity with Private Equity / Real Estate Fund structures, operations, and distribution waterfall
> 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

Finance Division is focused on bringing together different backgrounds, experience and talents to deliver world class service. If you are a driven self-starter, client-focused, and eager to contribute to a leading Global Financial Services firm, please apply.

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 thos