Executive Assistant - Investment Management Finance

Reposted 4 Days Ago
New York, NY, USA
In-Office
80K-115K Annually
Entry level
Fintech • Financial Services
The Role
Provides direct administrative support to the Investment Management CFO and Finance Leadership team. Responsibilities include complex calendar and meeting management, travel and expense coordination, leadership forums and offsite logistics, confidential communications, action-item tracking, and follow-up. The role requires strong organization, discretion, communication, judgment, relationship management, and proficiency with Microsoft Office and AI-enabled workflows. It requires working three days onsite in Midtown New York.
Summary Generated by Built In

We're seeking someone to join our Investment Management Finance team as an Executive Assistant in New York to provide direct, senior-level support to the MSIM CFO and the broader IM Finance Leadership team, keeping leadership priorities, calendars, and deliverables running smoothly across a fast-paced, global function.

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 a Non-Exempt position within the Administrative / Support job family, which specializes in providing high-touch executive, calendar, travel, and coordination support to senior leadership and their teams.
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.

** Must be able to work 3 days onsite at our Midtown office**

What you'll do in the role:
> Provide direct, senior-level administrative support to the MSIM CFO (Managing Director) and the broader IM Finance Leadership team.
> Own complex calendar and meeting management across multiple time zones, proactively resolving conflicts and protecting leadership priorities.
> Coordinate end-to-end travel arrangements and process expenses accurately and on time in line with Firm policy.
> Coordinate senior governance forums and leadership offsites, including logistics, materials, agendas, and follow-ups.
> Act as a key point of contact across Finance, the business units, and external partners, handling confidential and time-sensitive information with discretion.
> Help keep leadership priorities and deliverables on track, tracking action items and following up to ensure timely completion.
> Build and apply skills across the Firm's technology and AI toolset to work more efficiently and responsibly within Investment Management Finance.
> Act as a culture carrier; embody the Firm's values and hold yourself accountable to Firm standards.

What you'll bring to the role:
> Proven experience as an Executive Assistant supporting senior leaders, ideally within financial services or a comparable fast-paced environment.
> Exceptional organizational skills and attention to detail, with the ability to manage competing priorities and tight deadlines.
> Strong written and verbal communication skills, and the ability to interact professionally with colleagues and clients of all levels.
> Sound judgment and discretion in handling confidential and time-sensitive matters.
> A proactive, service-oriented mindset with strong relationship-management and problem-solving abilities.
> Proficiency in Microsoft Outlook, Excel, PowerPoint, and Word; comfort learning new tools and AI-enabled workflows.
> Ability to work both independently and as part of a lean team, remaining calm and responsive during periods of change.
 

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 https://www.morganstanley.com/about-us/global-offices​ into your browser.

Expected base pay rates for the role will be between $80,000 and $115,000 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 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.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

Skills Required

  • Proven experience as an Executive Assistant supporting senior leaders
  • Experience within financial services or a comparable fast-paced environment
  • Exceptional organizational skills and attention to detail
  • Ability to manage competing priorities and tight deadlines
  • Strong written and verbal communication skills
  • Ability to interact professionally with colleagues and clients at all levels
  • Sound judgment and discretion when handling confidential and time-sensitive matters
  • Proactive, service-oriented mindset
  • Strong relationship-management and problem-solving abilities
  • Proficiency in Microsoft Outlook, Excel, PowerPoint, and Word
  • Comfort learning new tools and AI-enabled workflows
  • Ability to work independently and as part of a lean team
  • Ability to remain calm and responsive during periods of change
  • Ability to work three days onsite at the Midtown office in New York

Morgan Stanley Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Morgan Stanley and has not been reviewed or approved by Morgan Stanley.

  • Parental & Family Support Family support is extensive, with paid parental leave for all parents, adoption and fertility assistance, backup childcare, and eldercare resources. Feedback suggests these programs meaningfully enhance the overall package and help with retention.
  • Healthcare Strength Health coverage spans medical, dental, vision, mental‑health access, care navigation, and expert second opinions. Convenient primary care access and condition‑specific support reinforce the depth of healthcare coverage.
  • Equity Value & Accessibility Equity compensation and stock ownership are positioned as core motivators that encourage commitment and retention. Feedback suggests education and support are provided to help participants manage equity and related financial benefits.

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The Company
HQ: New York, NY
87,899 Employees

What We Do

Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide its more than 60,000 employees in 1,200 offices across 41 countries.

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