We’re seeking someone to join our team as a Finance Business Manager in the Tech Finance Business Management (TFBM) organization to be a part of a global team responsible for financial and business management oversight of the Wealth Management Technology (WMT) division as well as understand technology allocations to WM business unit. The candidate will help develop and manage a financial analytical function that supports internal technology clients and their book of work, as well as key WM stakeholders. The candidate will also work closely with the WMT Practice Area Groups (PAGs) to understand their financials, support reporting and analysis requests, presentations for meetings.
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 level position within the Business Management Job Family which performs 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.
Interested in joining a team that’s eager to create, innovate and make an impact on the world? Read on…
What you'll do in the role:
Collaborate with a varied group of colleagues in Finance and across the Firm.
Responsible for and lead aspects of individual and team deliverables and projects, leveraging in-depth knowledge of Finance functional area, product and/or client segments.
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.
Develop and maintain technology and operations budgets, estimates, and financial metrics for the Division.
Provide senior management with the relevant data/information and analysis in executive format to drive important decision making.
Drive budgeting/forecasting processes that follow Finance guidelines and align with business priorities.
Strong skills in general ledger variance analysis and reconciliations.
Manage initiatives to improve Business Management process improvements to drive efficiencies.
Demonstrated ability to leverage AI tools, including Microsoft Copilot, to identify, design, and deliver scalable process improvements and operational optimizations.
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.
Experience with financial budgeting & planning.
Advanced skills in Excel and PowerPoint including Pivot Tables, lookups, formulas, and data manipulation and data presentation.
Thorough understanding of GAAP Accounting principles such as Software Capitalization and accrual basis accounting.
Demonstrated ability to create concise and cogent management reporting.
Experience with Power-Bi and with AI tools (Co-pilot).
At least 4 years' relevant experience in FP&A, Accounting and/or Technology Business Management preferably in the Financial Services sector, with a Bachelor's degree in Accounting, Finance and/or Business Administration would generally be expected to find the skills required for this role.
At Morgan Stanley Montreal, we support the Firm’s global businesses and infrastructure with cutting edge technology and innovation. The multi-faceted and highly technical Montreal team plays a critical role in building and maintaining our leading technology platform, including electronic trading, algorithm trading, data analytics, cloud engineering, cybersecurity and digital technologies. Morgan Stanley has been rooted in the Montreal community since 2008 and is considered a leading employer among the area’s highly skilled technology talent.
All our positions are located in Montreal, Quebec. We offer a hybrid work environment, combining remote work and attendance in the office.
Knowledge of French and English is required.
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 https://www.morganstanley.com/about-us/global-offices into your browser.
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: https://www.morganstanley.com/people-opportunities/eeo .
