Wealth Management Finance - Reporting & Analytics, Associate
Core
Associate in Finance supporting Morgan Stanley's Wealth Management segment (Investment Solutions) with accounting, finance, process transformation, and management reporting.
Role type
Associate Product Controller (Finance & Analytics)
Builds
Management reports, CCAR business models, and data analytics for Investment Solutions
Domain
Financial Services / Wealth Management
Deliverable
dashboards & analysis
Required skills
SQL, Python, Data Analysis, Project Management, Financial Reporting, Data Visualization, Stakeholder Collaboration, Risk & Regulatory Compliance, Process Transformation
Preferred skills
PostgreSQL, DataIKU, Tableau, MS Office Suite
Technologies
SQL, Python, PostgreSQL, DataIKU, Tableau, MS Office Suite
Responsibilities
Collaborate with Finance and business units to interpret data and present analytics; Manage CCAR business models and automation efforts; Ensure adequacy of controls and reporting; Partner with technology to enhance data collection and analysis.
Seniority
Associate, individual contributor
