Wealth Management Finance, Associate… at E*TRADE from… · Purchase

Summary: E*TRADE from Morgan Stanley is seeking an Associate in Finance to join their Wealth Management CFO Support team. The role involves providing support to the Wealth Management segment, focusing on accounting, finance, and process transformation, while ensuring adequate controls and reporting for business segments. Responsibilities: - Produce, maintain and automate detailed analyses on the full swath of financial metrics that are relevant to Wealth Management (WM) and Firm initiatives - Present to field managers of all levels and assist in the interpretation of their unique story within available reporting and analyses to provide strategic advice and insight - Prepare Fully-Loaded reporting for the WM branch network - Act as a culture carrier; embody the Firm's values and hold yourself accountable to Firm standards - Cross-functional role working and learning with other teams to gain key insights. Including but not limited to: Business Management, Product, Accounting, Bank, Strategy, Data, offshore teams, etc - Develop enhanced analyses through partnership and collaboration to drive greater transparency, business performance evaluation and business strategy formulation - Respond to inquiries and, as a primary field contact, facilitate redirecting unrelated inquiries to the appropriate SMEs to provide timely responses to our partners - Additional ad hoc analyses and recurring reporting as necessary Required Qualifications: - Advanced understanding of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment - B.A./B.S. in relevant field - Up to 3 years of relevant experience - A high aptitude for numbers and a quick grasp of new applications and technology - Must be willing to learn, grow and remain agile - Experience working effectively with large data sets, clearly articulating multifaceted results and responding to questions - A desire to work in a team-based environment and contribute as a team player - Extremely proficient with both Microsoft Excel & PowerPoint Preferred Qualifications: - Experience/ Familiarity with Dataiku, IBM Planning Analytics (TM1), SAP Business Objects, UiPath, Oracle Essbase, and Tableau - Knowledge of advanced aggregation tools, namely: Macros, SQL or Python Required Skills: Finance analysis, Data analysis, Microsoft Excel, Microsoft PowerPoint Important Skills: Dataiku, IBM Planning Analytics, SAP Business Objects, UiPath, Oracle Essbase, Tableau Nice-to-Have Skills: SQL, Python, Macros Benefits: Commission earnings, Incentive compensation, Discretionary bonuses, Other short and long-term incentive packages, Other Morgan Stanley sponsored benefit programs