Finance Chief of Staff Team - Director

We're seeking someone to join our Chief of Staff team as a Director in Centralized Management to focus on maximizing CFO efficiency and on strategic value add activities

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 a Director level position within the Finance Business Management job family, which perform business management/CAO functions including headcount management, financials, people processes, executive communications, strategic support, divisional governance, regulatory support etc. Includes regional, location and department management and oversight.

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.

Team Overview:
The Chief of Staff team is responsible for engaging in strategic activities to help ensure the CFO is informed and prepared. The team drives transparency and connects the dots across Finance leadership (e.g. Finance Management Committee meetings, officer-level calls). Further, this group takes on ad hoc projects to support the Finance organization and relevant partners to ensure deliverables with the greatest impact hit the mark. This position is very project-oriented and requires someone who is strategic, organized, and meticulous about documentation and data accuracy. A successful candidate will be keenly familiar with the financial services industry, curious, self-motivated, and outgoing, yet able to work well autonomously. The position provides excellent exposure to the Finance division/Firm and broader industry.

Team member will focus on maximizing CFO efficiency and on strategic value add activities:
> Lead and execute special projects raised by the team and/or the CFO, helping to manage strategic initiatives and ensuring successful delivery
> Work closely with firmwide teams to anticipate future requests and educate the larger team on Firm/Finance initiatives
> Develop ideas for interesting non-administrative agenda items for team meetings
> Flag and summarize interesting events, research reports, articles, etc.

What you'll do in the role:
> Collaborate with a varied group of colleagues in Finance and across the Firm
> Responsible for and lead a significant set of deliverables, leveraging advanced understanding of Finance functional area, product and/or client segment
> Proactively identify emerging risks in individual and department work and contribute to strategies for mitigating them
> Act as a role model and culture carrier; Embody and set an example of the Firm's values and hold yourself and others accountable to Firm standards
CFO Efficiency/Management:
> Maximize travel and site visit schedule and accompanying engagement events
> Identify and vet both internal and external meeting/event opportunities
> Correspondence requests
> Internal & External Engagements - Briefings for the CFO's meetings with clients and vendors. Prep for meetings including talking points, communications, reference data, and PowerPoint presentations (open forums, videos, emails, etc.)
> Finance Leadership Engagement - Finance Management Committee offsites and oversight, MD/officer meetings
> Market/Macro Updates - Listening to market/macro update calls facilitated by MS Research/thought leaders and distilling key takeaways/themes for senior management
> External Communications - Partner with Corporate Communications, Investor Relations, etc. to
 

What you'll bring to the role:
> Advanced understanding of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment
> Ability to provide positive and constructive
> feedback and acknowledge efforts of team members
> Ability to articulate risk and impact to various audiences, and create plans to mitigate those risks
> Preferably 5-10 years of experience in financial services
> Understanding of the Firm, financial services industry, market landscape, relevant topics, and development
> Self-starter with strong project management skills
> Ability to interact with different business functions and levels of seniority across the Firm
> Excellent written and verbal communication skills
> Proficiency in Microsoft PowerPoint and Excel
> Strong analytical abilities
> Superior attention to detail with a commitment to organization and accuracy
> Collaborative and adaptable team player
> At least 6 years' relevant experience would generally be expected to find the skills required for this role

What you can expect from Morgan Stanley:

We have a track record of innovation and passion for unlocking new opportunities, we help our clients raise, manage and allocate capital. We do this by offering a wide range of investment banking, securities, wealth management and asset management services. All that we do at Morgan Stanley is driven by our five core values: do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. These aren’t just beliefs, they guide the decisions we make every day, ensuring we do what's best for our clients, communities and more than 80,000 employees around the world. And at the core of our success are the people who drive it - relentless collaborators and creative thinkers who are fueled by diverse thinking and experiences. Wherever you are in our 1,200 global offices, you’ll have the opportunity to work alongside the best and the brightest in an environment where you are empowered to achieve your full potential. 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. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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.

Expected base pay rates for the role will be between $90,000 and $155,000 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'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.

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).