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.
What you'll do in the role:
- Coordinate support across Finance for new products, including signing off on new products
- Attend multiple weekly working group meetings, documenting updates, tracking status updates, and following up with questions
- Proactively and independently maintain pipeline document with information that comes from weekly working group meetings and other sources
- Independently maintain team Sharepoint site, upload documents, create summaries, maintain email distribution group and send out weekly updates, request cost centers
- Together with manager, host weekly meetings with Finance stakeholders
- Review legal agreements and summarize key terms for manager to analyze and provide feedback
- Respond to ad hoc requests related to new products and all associated processes
- Consult with peers, management, other areas of Finance & Accounting and the business as needed
- Proactively seek to improve operational efficiency and effectiveness throughout
- Provide surge support for Controllership in IM Finance
- Bachelor's degree, Finance or Accounting is preferred
- Desired 3+ years of work experience
- Asset management or Financial Services industries experience is a plus
- Excellent written and verbal communication skills and ability to collaborate with colleagues of all levels across the Firm.
- Excellent organizational skills, time management skills and ability to meet deadlines, handle pressure situations, and balance multiple tasks on a daily basis.
- Committed and self-motivated individual with a strong work ethic, positive attitude who can demonstrate initiative and problem-solving abilities
- Analytical mindset with attention to detail
- Ability to collaborate cross-functionally on projects and new initiatives
- Desired technical skills include proficiency in Microsoft Excel, PowerPoint, and Word
- Experience working in accounting subledgers and within a network of connected financial systems is a plus
- Work toward CPA, CFA, other certifications a plus
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.
Salary range for the position: $60,000 - $90,000/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 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
- Excellent written and verbal communication skills
- Excellent organizational and time management skills; ability to meet deadlines and handle pressure
- Self-motivated with strong work ethic, initiative and problem-solving abilities
- Analytical mindset with attention to detail
- Ability to collaborate cross-functionally on projects and new initiatives
- Desired 3+ years of work experience
- Bachelor's degree (Finance or Accounting preferred)
- Asset management or financial services industry experience
- Proficiency in Microsoft Excel, PowerPoint, and Word
- Experience working in accounting subledgers and connected financial systems
- Progress toward CPA, CFA, or other certifications
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.
