Associate, SEC Reporting
Core
Compile, analyze, and author detailed financial and non-financial data for Morgan Stanley's quarterly 10-K/Q SEC filings.
Role type
Associate, SEC Reporting
Builds
10-K/Q financial reports for Morgan Stanley
Domain
Financial Services / Accounting & Regulatory Policy
Required skills
U.S. GAAP knowledge, SEC disclosure rules, financial data analysis, business writing, stakeholder coordination, process improvement, AI/automation adoption
Preferred skills
Public accounting background, SEC reporting experience, Workiva Wdesk, XBRL
Technologies
Microsoft Excel, Microsoft Word, Workiva Wdesk, XBRL
Responsibilities
Compile and analyze detailed financial and non-financial data for 10-K/Q reports; Author segments including Institutional Securities, Wealth Management, Investment Management, Liquidity, Capital Resources, Risk Management, and Financial Statement footnotes; Coordinate with Treasury, Risk Management, Legal, and senior management to obtain information and draft disclosures; Research U.S. GAAP and SEC disclosure requirements to enhance reporting processes; Identify opportunities to leverage AI and automation tools to improve reporting efficiency.
Seniority
Associate, 3+ years experience
