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Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.
The Finance Division globally reports to the Chief Financial Officer and consists of some 3,000 employees worldwide. Finance protects the Morgan Stanley franchise by serving as guardian of the Firm's books and records, and by contributing to firm wide risk management and risk reduction. This division maintains relationships with Morgan Stanley's various industry and government regulators, and also serves as the conduit of financial information to the outside investment community. Finance plays a critical role as advisor to Morgan Stanley's various businesses and its senior management team.
The Liquidity, Investments, and Funding Control Group (LIFC) within the Finance Division is responsible for overseeing the accounting and financial reporting for the Firm, primarily as it relates to the Firm's funding products and liquidity investments.
The LIFC Reporting team is responsible for all periodic reporting of the Firm's P&L on funding and liquidity products directed by Corporate Treasury. The team works closely with senior management of the Firm (CFO, heads of businesses and COOs), Corporate Treasury, business unit controllers, the Firm's Risk Department, IT, and other groups to structure and produce analytics around the market and Firm-specific drivers behind funding and investments P&L.
As a member of the team, the individual will be responsible for understanding the drivers behind the movements in funding/investments-related income statement and communicating the drivers to the key stakeholders (Business Units, Corporate Treasury etc.).
This is a high-visibility position as the individual will participate in the design and presentation of all relevant reporting, become proficient in how Morgan Stanley manages its funding and liquidity, and receive a lot of exposure to the Firm's senior management.
Key Responsibilities:
- Collaborate with a varied group of colleagues in Finance and across the Firm
- Responsible for and lead aspects of individual and team deliverables and projects, leveraging in-depth knowledge of Finance functional area, product and/or client segments
- Adhere to the Firm's risk and regulatory standards, policies and controls; proactively identify ways to reduce risk in work
- Act as a culture carrier; embody and set an example of the Firm's values and hold yourself and others accountable to Firm standards
- Perform key controls and produce reporting regarding funds transfer pricing on the Firm's Bank entities
- Understand the Firm's Bank entities balance sheets and the associated funds transfer pricing policy and procedures
- Present the summary funds transfer pricing P&L results to senior management
- Assist with delivery of technology and system solutions to facilitate reporting and analysis
Skills Required:
- Self-disciplined, resourceful, and self-starting
- Excellent client skills; demonstrably able to effectively build relationships with a range of partners
- Accurate and delivery focused with an eye for detail and design
- Excellent reporting and presentation skills
- Excellent verbal and written communication skills
- Excellent quantitative and qualitative analysis skills
- Ability to interact and present effectively with senior management
- Strong team player able to prioritize in a fast-moving, high-pressure environment
- Proficiency with Microsoft Office (strong Excel, PowerPoint skills)
Ideal Candidate Will Have:
- Bachelor's degree in finance or accounting
- 3+ years of experience in the financial services industry
- Knowledge of securities markets, businesses and products offered by major financial institutions
- Experience in Treasury products
What you can expect from Morgan Stanley:
We have a track record of innovation and passion for unlocking new opportunities, we help our clients raise, manage and allocate capital. We do this by offering a wide range of investment banking, securities, wealth management and asset management services. All that we do at Morgan Stanley is driven by our five core values: do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. These aren’t just beliefs, they guide the decisions we make every day, ensuring we do what's best for our clients, communities and more than 80,000 employees around the world. And at the core of our success are the people who drive it - relentless collaborators and creative thinkers who are fueled by diverse thinking and experiences. Wherever you are in our 1,200 global offices, you’ll have the opportunity to work alongside the best and the brightest in an environment where you are empowered to achieve your full potential. 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. To learn more about our offices across the globe, please copy and paste into your browser.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).