We're seeking someone to join our Valuation Control team as a Finance Insights & Innovation Associate.
Are you passionate about transforming complex data into meaningful business insights? Do you enjoy building interactive dashboards, creating compelling visualizations, and using technology to improve how information is delivered and consumed?
In this highly visible Associate-level role, you'll combine your expertise in Power BI, reporting, data visualization, automation, and AI-enabled solutions to help deliver impactful insights to senior stakeholders. Working closely with colleagues across Finance, Valuation Control, Risk, Technology, and the Front Office, you'll play a key role in modernizing reporting processes and supporting data-driven decision-making across the Firm.
Since 1935, Morgan Stanley has been a global leader in financial services, continuously evolving and innovating to better serve our clients and communities around the world.
What you'll do:
Design and enhance engaging Power BI dashboards and reporting solutions for Finance and senior stakeholders
Transform complex valuation, risk, and financial data into clear, actionable insights
Support the consolidation and reporting of firm-wide valuation information, ensuring accuracy and consistency
Create impactful presentations, management reports, and data-driven storytelling materials
Explore opportunities to leverage automation and AI technologies to improve reporting efficiency and insight generation
Partner with Finance, Valuation Control, Technology, Risk, and Front Office teams to develop innovative reporting and analytics solutions
Support governance, regulatory, and audit-related reporting requirements through robust controls and documentation
Continuously identify opportunities to improve reporting processes, data quality, and visualization capabilities
What you'll bring:
Minimum 3 years of relevant experience
Experience developing Power BI dashboards and data visualization solutions
Strong reporting and analytical skills with the ability to translate complex data into meaningful insights
Interest in automation, AI-enabled solutions, and continuous process improvement
Excellent communication skills and confidence presenting insights to a variety of audiences
Collaborative approach with experience working across business and technology teams
Strong attention to detail and commitment to delivering high-quality outputs
Ability to manage multiple priorities in a fast-paced environment
Passion for learning, innovation, and data-driven decision-making
Why Join Morgan Stanley?
Become a trusted partner in delivering insights that support senior decision-making
Work with modern analytics, visualization, automation, and AI technologies
Collaborate with global teams across Finance, Risk, Technology, and Front Office
Gain exposure to complex financial products and valuation processes
Grow your career in a collaborative environment that values innovation, continuous learning, and professional development
#LI-MB1 #BPACC #LI-hybrid
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.
Certified Persons Regulatory Requirements:
If this role is deemed a Certified role and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.
Flexible work statement
Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more.
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
- Minimum 3 years of relevant experience
- Experience developing Power BI dashboards and data visualization solutions
- Strong reporting and analytical skills with ability to translate complex data into insights
- Interest in automation and AI-enabled solutions
- Excellent communication skills and confidence presenting to various audiences
- Collaborative approach and experience working across business and technology teams
- Strong attention to detail and commitment to high-quality outputs
- Ability to manage multiple priorities in a fast-paced environment
- Passion for learning, innovation, and data-driven decision-making
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.
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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.
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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.
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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.
Morgan Stanley Insights
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.
