Drimva

Morgan Stanley

Wealth Management Finance - Reporting & Analytics, Associate

$90K–$115K

New York, New York +1 · On-site · Full-time · Posted Oct 16, 2026

Location
New York, New York
Purchase, New York
Experience
At least 2 years' relevant experience would generally be expected.
Education
B.A./B.S. in relevant field.
Visa sponsorship
Applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.

About the job

Supports Wealth Management Finance by analyzing and reporting business data, managing CCAR models and automation, and partnering with stakeholders and technology teams.

What you'll do

  • Identify, interpret, and visually present business analytics and trends.
  • Manage CCAR business models and automation efforts.
  • Collaborate with stakeholders and technology to improve data collection and analysis.

What they ask for

  • Proficiency in SQL and Python.
  • Working knowledge of a Finance functional area, the industry, and the competitive environment.
  • Ability to manage complex projects independently and troubleshoot data issues.
  • B.A./B.S. in a relevant field.

Nice to have

  • Familiarity with PostgreSQL, DataIKU, and Tableau.

Pay

$90,000 and $115,000 per year (base salary)

Tools

SQL, PYTHON, PostgreSQL, DATAIKU, Tableau, Business objects, MS Office Suite

Model-written summary · the original posting is authoritative

First seen Oct 28, 2026 · Last verified Nov 5, 2026 (UTC)