Investment Management Segment Reporting & Analytics - Vice President

We're seeking someone to join our Segment Reporting & Analytics Team as a Vice President in Investment Management Finance (IM Finance) to be involved in financial reporting, analytics, forecasting, and process transformation as it relates to Morgan Stanley private funds managed by Morgan Stanley Investment Management (MSIM).

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 Vice President level position within the Financial Planning & Analysis (FP&A) job family, which is responsible for the firm's budget, forecast, internal management reporting and financial analysis to provide insight into the firm's current and expected financial performance. Additional responsibilities include expense allocation. FP&A is a contributor to the Firm's CCAR process. This role is intended to be a highly visible and expansive role which closely and regularly interacts with the segment CFO, private fund business representatives, corporate FP&A, and other corporate functions. Individual in this role will focus on analytics, reporting, and coverage and will work closely with colleagues focused on accounting and controls.

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.

What You'll Do In The Role

• Serve as the key point of contact for MSIM CFO, MSIM business units, and corporate FP&A team on financial metrics related to private businesses (e.g. fund investments, carried interest, fees, expenses, etc).
• Own the design and the production of periodic reporting relating to the Firm’s Private Real Assets, Private Equity, and Credit businesses.
• Own the financial narratives around MSIM’s private fund universe (e.g. financial contribution and key sensitivities around key funds and key investments) and contribute key insights and stories in senior-level discussions.
• Own end‑to‑end quarterly revenue and balance sheet forecasting for Private Real Assets, Private Equity, and Credit businesses, including assumption governance, model oversight, and senior‑level narrative.
• Oversee weekly monitoring of projected investment‑related revenue, proactively identifying risks and emerging trends across public markets, FX, and private valuation assumptions.
• Own quarterly look‑through exposure and stress loss analytics in partnership with Firm Risk, serving as a primary escalation point for key issues.
• Serve as the FP&A lead for new product launches, developing initial Firm forecasts and providing finance sign‑off for the IM New Product Committee.
• Lead cross‑functional efforts to enhance forecasting, reporting, and control processes, improving efficiency, transparency, and analytical rigor.
• Act as a role model and culture carrier, setting standards for analytical quality, control mindset, and professional judgment.

What You'll Bring To The Role

• Preferred Bachelor's degree in Finance, Accounting, or a related field.
• Desired 8+ years of work experience.
• Familiarity with Private Equity / Real Estate Fund structures, operations, and distribution waterfall is oerferred but not required
• Desired technical skills in Microsoft Office applications (Excel, Powerpoint, PowerBI) and financial software applications, such as TM1.
• Excellent written and verbal communication skills, and ability to deal with colleagues/clients of all levels
• Analytical mindset with attention to detail.
• Committed and self-motivated individual who can demonstrate initiative and problem solving abilities.
• Excellent organizational skills and the ability to work to and manage deadlines.

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.

Expected base pay rates for the role will be between $110,000 and $180,000 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).