FP&A Associate (IBD Finance)
$100k - $120kMorgan Stanley
We're seeking someone to join our IBD Finance FP&A team as a Specialist in the Finance Division to drive various activities related to oversight of the Annual CCAR submission, Quarterly Stress Test processes, Annual Budget process as well as other analyses as required by the Business Unit (BU).
In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm's financial and capital resources. This is an Associate / Director within our Financial Planning & Analysis Job Family which is responsible for the firm's budget, forecast, internal management reporting and financial analysis to provide insight into the firm's current and expected financial performance, as well as expense allocation Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. What you'll do in the role:-Partner with other ISG (Institutional Securities Group) FP&A groups and ISG Finance product controllers on model and data enhancements
-Develop risk & control frameworks, manage governance documentations, policies, and procedures as required for QST / annual CCAR
-Assist with facilitating governance meetings and coordinate with Corporate FP&A, Risk, and business management teams to perform governance and control related tasks
-Evaluate and streamline processes and control frameworks to ensure efficiency and compliance with internal governance standards
-Perform a wide variety of analyses and forecasting exercises as required
-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 What you'll bring to the role:
-In-depth knowledge of Finance functional area, product and/or client segment and technical skills, as well as of industry
and competitive environment
-Ability to operate independently with respect to most job responsibilities
-Ability to provide positive and constructive feedback and innovate processes
-Demonstrated ability to prioritize and manage multiple projects/tasks, manage expectations and complete deliverables in a timely manner with exceptional attention to detail
-Capable of succinctly summarizing complex accounting and/or reporting results
-Exceptional project management skills
-Sound business judgement
-Strong interpersonal skills, including a balance of assertiveness and building cross-business relationships
-At least 4 years' relevant experience would generally be expected to find the skills required for this role
-Bachelor's degree in Finance/Accounting or related field WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
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 into your browser. Expected base pay rates for the role will be between $100,000 and $120,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit:
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the FP&A Associate (IBD Finance) in New York, NY vacancy
$115k - $125k
...difference. As we continue to scale, Vestwell is looking for an exceptional Associate, Strategic Finance to join our finance team. In this role, you will report to Vestwell's Director of FP&A GTM (Go-To-Market), work closely with the CFO, and partner cross-functionally...SuggestedWork at officeLocal area- ...Associate, Corporate Finance New York, NY About Arevon Arevon is a U.S. energy leader committed to powering America with affordable, reliable... ...decisions across solar and storage. Partner with FP&A to align budgets, forecasts, and performance tracking with...SuggestedWork at officeLocal areaFlexible hours
$110k - $130k
...Strategic Finance Associate Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide... ..., ideally in Investment Banking, Private Equity, or FP&A ~ Excellent Excel-based modeling skills and PowerPoint presentation...SuggestedLocal areaFlexible hours$10k
...About Ramp Ramp is building the smart infrastructure for finance teams, embedded in the transaction flow of every dollar a business spends... ...on a large scope quickly.Whether you lean toward GTM strategy, FP&A infrastructure, or broad strategic partnership, this is a rare...SuggestedFull timeWork at officeHome officeRelocation packageFlexible hours$140k - $160k
...Sr. Associate, Strategic Finance New York City, NY Merge is the leading provider of agentic tools and customer-facing integrations for frontier... ...in banking or investing to live operating decisions FP&A Ownership: Manage budgets across multiple departments, drive...SuggestedFull timeWork at officeHome office$140k - $175k
...looking for a highly analytical and detail-oriented Strategic Finance Senior Associate to join our high performing team. In this role, you will own... ..., modeling-intensive role such as strategic finance, FP&A, investment banking, private equity, or consulting ~ At least...Work experience placementFlexible hours- Brex Inc. in New York is hiring two Finance Associates to own distinct workstreams within Corporate FP&A. The position involves managing financial planning, modeling, and contributing to reporting and special projects, working closely with executive leadership. Candidates...Work at office
$110k - $130k
...Associate, Strategic Finance Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our... ...financial analysis experience, ideally in Investment Banking, FP&A, Big-4 valuation or advisory services ~ Highly analytical...Local areaFlexible hours$115k - $125k
...Senior Associate, Strategic Finance - GTM New York, NY Vestwell is the financial technology company powering the new savings economy. Our platform... .... In this role, you will report to Vestwell's Director of FP&A GTM (Go-To-Market), work closely with the CFO, and partner...Work at office$100k - $151k
...working capital. Our Performance Improvement services include Finance Transformation, Financial Planning & Analysis, Integration & Carve... ...relevant experience in a consulting/advisory role or corporate FP&A, supply chain, sales, and operations planning, distribution/logistics...Full timeContract workWork at office- Introduction We are seeking an experienced Associate Partner to join our Finance Transformation practice. The ideal candidate will bring deep domain expertise... ...P), Order to Cash (O2C), Financial Planning & Analysis (FP&A), Tax, and Treasury—and have a strong point of view on...Work at officeWork from home3 days per week
$77k - $202k
...Industry/Sector Not Applicable Specialism Finance Management Level Senior Associate Job Description & Summary At PwC, our people... ...requirements. The Opportunity As part of the FP&A team, you will help clients transform their planning,...H1b$100k - $170k
...blackstone on LinkedIn, X, and Instagram. Blackstone's Corporate Finance technology team is hiring a full-stack developer to contribute... ..., supporting the firm's Finance operation, accounting, and FP&A functions. In this role, you will collaborate with a team...Work experience placementLocal areaFlexible hours$160k - $195k
...Associate Director, Finance Systems & Processes Remote Iovance Biotherapeutics aims to be the global leader in innovating, developing and delivering... ...of finance, technology, and process excellence, ensuring FP&A tools and workflows support strategic decision‑making, operational...Work at officeLocal areaRemote work$85.1k - $161.7k
...Executes financial analysis and modeling to support strategic finance, FP&A, and transaction-related engagements. Develops and... ...internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with...Full timeWork experience placementInternshipLocal area$85.1k - $161.7k
...related to one or more of the following areas: accounting and finance optimization, audit readiness, complex accounting analysis and... ...excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants...Full timeWork experience placementInternshipLocal area- ...Bachelor's Degree in Business, Economics, Accounting, Finance, Engineering, or related field and 3 years of relevant work experience... ...of ConEds business (e.g., services provided, current events) and FP&A function (e.g., objective, role, deliverables), required....Work experience placementWork at officeNight shift
- ...Fpa Consultants Our client is seeking FP&A consultants with strong operational finance experience to support a high-impact engagement focused on planning, forecasting, reporting, and business performance visibility across multiple business units. Support core...
$89k - $115k
...Oliver Wyman is seeking a Senior Analyst to join its Americas Business FP&A team to own and shape financial support for the Industrials practices. This role will work at the intersection of finance, strategy, analytics, and business performance to support key decision-...Minimum wage- ...ideas to life. JOB SUMMARY The Senior Analyst, Corporate FP&A, is an analytically minded individual with the capacity to go... ...their cost structures and forecast accordingly. Will work with Finance Management to drive for results to achieve the Sales and Operating...Local area
$80k - $110k
...invests in its people and their ability to drive real progress. FP&A Expense Analyst The FP&A Expense Analyst supports the... ...Business Partnering: Serve as a liaison between group and BU Finance teams to ensure accurate expense tracking and reporting. Process...Worldwide$99k - $232k
...Specialty/Competency: Finance Industry/Sector: Not Applicable Time Type: Full time Travel Requirements: Up to 60% A career... ...independence requirements. The Opportunity As part of the FP&A team, you will lead the design and implementation of finance...Full timeH1b$100k - $115k
...Senior Analyst, FP&A New York Thanks for your interest in Success Academy! Running a large, fast-growing, and high-performing... ...Senior Analyst to help drive deep analytics and insights into the finances of Success Academy, providing leaders across the organization with...Temporary work$82.77k - $135.98k
...As a valued member of the Corporate FP&A team, the Senior Financial Analyst will be a financial subject matter expert of Enterprise... ...systems that enable end-to-end processing. Partner with Business Finance leadership to drive transparency into the financial impact of...Full timeWork experience placementWork at officeWork from homeVisa sponsorshipWork visaFlexible hours$67.17k - $95.96k
...Spotify is seeking a highly analytical and motivated Analyst to join its Licensing Finance team within FP&A. In this role, you will help shape and evaluate the financial impact of Spotify's major label licensing agreements while also supporting royalties forecasting and...Contract workWork from homeFlexible hours$55k - $60k
...Analyst, FP&A The FP&A Analyst will support the company's financial planning, forecasting, and reporting processes across multiple... ...Partnering Support the FP&A Manager in serving as a strategic finance partner to Marketing, Technology, Visual Merchandising, and E-...InternshipSeasonal workFlexible hours$85k - $105k
...Analyst, Finance and FP&A Job Category: Finance Requisition Number: ANALY005587 Posted: March 26, 2026 Full-Time Location: New York, NY (office onsite) Reports To: Manager, FP&A Department: Finance About Us TerraForm Power ("TERP"), a platform...Full timeWork at office- ...Finance Manager A career in our Enterprise Performance Management practice, within Finance Consulting services, will provide the opportunity... ...requirements. The Opportunity As part of the FP&A team, you will lead the design and implementation of finance transformation...
$80k - $115k
About the Role iCapital is looking to hire a Strategic Finance professional to join the Corporate Finance team. This role will involve... ...activity, and select GAAP and Non-GAAP metrics, liaising with FP&A team members, sales and business leads, while providing analysis...Full timeWork at officeRemote work$70k - $80k
...more about Tapestry's commitment to equity, inclusion, and diversity. The successful individual will leverage their proficiency in Finance to... · Prepare and distribute weekly performance snapshots highlighting key business results · Develop monthly financial...Seasonal workWork at officeShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to FP&A Associate (IBD Finance). Be the first to apply!
Related searches
- senior wealth advisor New York, NY
- morgan stanley financial advisor New York, NY
- finance associate New York, NY
- financial advisor New York, NY
- private wealth advisor New York, NY
- patient financial counselor New York, NY
- estate planning consultant New York, NY
- financial planning assistant New York, NY
- finance operations associate New York, NY
- associate corporate finance New York, NY


