Wealth Management Finance - Reporting & Analytics, Associate
Core
Associate in Finance supporting Morgan Stanley's Wealth Management segment by providing management, review, analysis, and advisory services for financial and capital resources, including profit and loss reporting, balance sheet reconciliations, and CCAR business models.
Role type
Associate, Product Controllers
Builds
Management reporting, financial controls, and CCAR business models for the Wealth Management segment
Domain
Financial Services / Wealth Management
Deliverable
dashboards & analysis
Required skills
SQL, Python, Financial reporting, Data analysis, Project management, Risk and regulatory standards compliance
Preferred skills
PostgreSQL, Dataiku, Tableau, MS Office Suite
Technologies
SQL, Python, PostgreSQL, Dataiku, Tableau, MS Office Suite
Responsibilities
Collaborate with business finance teams to identify, interpret data and present meaningful business analytics and trends; Manage CCAR business models and automation efforts; Adhere to firm risk and regulatory standards, policies and controls; Partner with technology to enhance data, collection and analysis.
Seniority
Associate, entry-level to mid-level IC
