Finance Associate

United States·Baltimoremid

Other

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Quick Summary

Key Responsibilities

Produce and analyze daily, weekly, and monthly profit and loss reports. Prepare and review balance sheets, income statements, and financial forecasts. Conduct detailed analysis for budget forecasting,

Requirements Summary

Strong written and verbal communication skills. Proficiency in MS Office (Excel and PowerPoint). Demonstrated accountability, ownership, and proactiveness.

Technical Tools

Other

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. As such, we are building a Baltimore-based talent pipeline for early-career professionals within our Finance Division. Submitting your resume for this pipeline requisition ensures consideration for current and future career opportunities. You will also stay informed about firm-sponsored events designed to engage top talent and provide networking opportunities with finance professionals and firm employees.

Responsibilities

~1 min read

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Produce and analyze daily, weekly, and monthly profit and loss reports.
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Prepare and review balance sheets, income statements, and financial forecasts.
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Conduct detailed analysis for budget forecasting, stress testing, and financial modeling.
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Support key business projects, regulatory reporting, and risk management initiatives.
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Collaborate with senior stakeholders to provide actional insights and ensure timely reporting
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Serve as a trusted advisor on financial processes, reporting accuracy, and process improvements.

Requirements

~3 min read

Interest in and familiarity with financial markets and products
Previous experience in audit, accounting, controllership, or FP&A
Experience with digital tools like Tableau, Power BI, and Alteryx
Familiarity with key financial functions, including:
- Product Control, FP&A, Management Reporting
- Balance Sheet and Revenue Analysis
- Profit and Loss Calculations
- Regulatory Reporting & Reconciliation
- Financial Products such as stocks, bonds, FX, equities, credit, commodities, IPOs, and global capital markets

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: $55,000-95,000/ 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.

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).

Strong written and verbal communication skills.
Proficiency in MS Office (Excel and PowerPoint).
Demonstrated accountability, ownership, and proactiveness.
High attention to detail and organizational skills.
Ability to multi-task and manage competing deadlines in a fast-paced environment.
Willingness to observe and enhance processes to drive team efficiency.