Morgan Stanley
Associate, SEC Reporting
$85K–$115K
New York, New York · On-site · Full-time · Posted Sep 29, 2026
- Experience
- Ideal candidate has 3+ years of experience, with a background in Accounting and/or the Financial Services industry.
About the job
Prepares and improves Morgan Stanley’s quarterly and annual SEC financial reports, including analyzing data, drafting disclosures, and coordinating reviews across the Firm.
What you'll do
- Compile and analyze financial and non-financial data, and author sections of Forms 10-K and 10-Q.
- Coordinate with stakeholders across the Firm and research U.S. GAAP and SEC disclosure requirements to develop accurate disclosures.
- Improve reporting processes and explore AI and automation tools.
What they ask for
- Knowledge of U.S. GAAP as it relates to disclosures and SEC reporting rules.
- Strong analytical and critical-thinking skills, attention to detail, and clear communication and business-writing skills.
- Proficiency in Microsoft Excel and Word.
Nice to have
- Public accounting or SEC reporting experience.
- Knowledge of Workiva's Wdesk reporting tool and XBRL.
Pay
$85,000 and $115,000 per year (base salary)
Tools
U.S. GAAP, Microsoft Excel, Word, Workiva's Wdesk, XBRL
AI focus
Identify opportunities to use AI and automation tools to improve reporting processes; test and adopt emerging technologies.
Model-written summary · the original posting is authoritative