Private Wealth Management Financial Planning Analyst
Morgan Stanley · New York, NY · Senior Level · Banking and wealth advisory · posted yesterday
Morgan Stanley · New York, NY · posted 66 days ago
By AtiveSite · Published 07/11/2026 · Updated 08/11/2026 · Every figure is linked to its source below.
| Employer | Morgan Stanley |
|---|---|
| Location | New York, New York |
| Field | Technology › Data, analytics and AI |
| Level | Mid Level |
| Source category | Data and Analytics |
| Posted | 2026-09-03 (66 days ago) |
| Work arrangement | On-site at the location listed |
| Pay | Not published in the source listing |
We're seeking someone to join our Corporate Financial Reporting team as a SEC Reporting Associate. This role is part of the Corporate Financial Reporting team, whose primary responsibility is the quarterly production, related analyses and filing with the SEC of Morgan Stanley's consolidated financial reports on Forms 10-K and 10-Q (10-K/Q)].
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 associate position within our Accounting & Regulatory Policy Job Family which is responsible for the firms Accounting Policies under USGAAP and IFRS and Basel Based Regulatory Capital and Liquidity policy.
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:
- Collaborate with a varied group of colleagues in Finance and across the Firm
- Responsible for both individual and team deliverables and projects, leveraging knowledge of Finance functional area, tools and/or products
- Adhere to the Firm's risk and regulatory standards, policies and controls
- Act as a culture carrier; embody the Firm's values and hold yourself accountable to Firm standards
- Compiling and analyzing detailed financial and non-financial data for inclusion in the 10-K/Q financial reports.
- Authoring various portions of the 10-K/Q including: the Institutional Securities, Wealth Management or Investment Management segment results; Liquidity and Capital Resources and Risk Management; and the Financial Statement footnotes, among others.
- Coordinating and liaising with multiple stakeholders across the Firm, including Treasury, Risk Management, Legal and other Finance functions to obtain information and draft disclosures, directly interfacing with senior management on their feedback and broadly ensuring the 10-K/Q accurately reflects the results of the Firm and the current environment in which it operates.
- Performing research on U.S. Generally Accepted Accounting Principles (U.S. GAAP) and SEC disclosure requirements, peer disclosures and the Firm's own disclosure history to enhance, streamline and improve the 10-K/Q.
- Driving various team priorities, including playing a vocal role in continuously improving the effectiveness and efficiency of our processes and interactions with our internal stakeholders.
- Identifying opportunities to leverage AI and automation tools to improve reporting processes with a hands-on willingness to test and adopt new technologies as they emerge.
What you'll bring to the role:
- Working knowledge of Finance functional area, industry and competitive environment
- Ability to communicate clearly and concisely, and adapt to various audiences
- Willingness to seek guidance and provide feedback to further develop self and peers
- The ideal candidate will have 3+ years of experience, with a background in Accounting and/or the Financial Services industry, including knowledge of U.S. GAAP as it relates to disclosures and SEC reporting rules.
- Analytical and critical thinking skills, with attention to detail and the ability to break down financial information into clear insights.
- Excellent organizational, presentation and business writing skills are required for this role.
- Strong interpersonal skills with the ability to build relationships and communicate effectively across functions and levels of seniority.
- A public accounting background or experience in an SEC reporting role is a plus.
- Proficiency in Microsoft Excel and Word. Knowledge of Workiva's Wdesk reporting tool and extensible business reporting language (XBRL) are a plus, but not 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.
Expected base pay rates for the role will be between $85,000 and $115,000 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 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 .
Field: Technology Sub-niche: Data, analytics and AI All jobs at Morgan Stanley Jobs in New York Jobs in New York, NY New York city guide New York state guide Kings County economy
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This is a Mid Level role in the Technology field (Data, analytics and AI) at Morgan Stanley. Mid-level roles usually expect some years of relevant experience and the ability to work with limited supervision.
We could not match this job title to one occupation in the official wage statistics, so no pay estimate is shown. Pay is not in the source listing; ask the employer for the range and compare in the 240 job niches.
Estimate for a wage earner: 2026 federal brackets and standard deduction (IRS), Social Security 6.2% up to $184,500, Medicare 1.45% (+0.9% above $200,000 single / $250,000 married), and a state rate you set; set your own state tax rate. It ignores credits, pre-tax deductions, local taxes and benefits. Sources: IRS: tax year 2026 inflation adjustments · SSA wage base per Federal Register notice 2025-19763.
This is editorial guidance, not information from the employer.
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The job is in New York, NY. Below is what the official statistics say about living and working there.
How New York compares. Among the 120 largest places in New York, New York is #1 by population, #117 for homeownership (#1 = highest), #115 for long commutes (#1 = fewest), #31 for remote work (#1 = most). Its county, Kings County, is #38 of 62 counties for average pay ($59,980).
New York has 8,483,844 residents (ACS 2020–2024), about 42.7% of the population of New York. It covers 300 square miles of land, which works out to roughly 28,236 people per square mile. The median age is 38.2, 4% younger than the state median (38.2 against 39.8).
The median gross rent is $1,821 a month (rent plus utilities), 12% above the state median ($1,821 against $1,621). Over a year that is 27.2% of the median household income. US housing guidance treats housing as affordable when it takes 30% of income or less, so the typical household is under that line. The median home value is $777,600, which is 9.7 times the median household income ($80,483); a ratio above 5 usually means buying is out of reach without savings or a second income. 32.8% of households own their home, 40% below the state average (32.8% against 54.4%). A low ownership share points to a rental-heavy market with more apartments and shorter stays.
The New York-Newark-Jersey City, NY-NJ metropolitan area has 9,492,000 jobs in the BLS wage survey, and the median pay across all occupations is $61,430 a year, 20% above the national median ($61,430 against $50,980). The biggest occupation groups are office and administrative support (1,109,360 jobs, median $55,080); healthcare support (843,730 jobs, median $40,100); sales and related (751,110 jobs, median $47,540). The area is most specialised in healthcare support (1.8 times) and legal (1.7 times), where the share of workers is well above the national share. The best-paying groups with at least 5,000 jobs are management ($171,990) and legal ($150,990). In 2026M09 the unemployment rate of Kings County was 5.3%. 63.1% of residents aged 16 and over are in the labour force. The city lies in Kings County; its jobs, pay by industry and GDP are on the county page.
Among workers, 21.6% drive alone, 44.0% use public transit, 9.2% walk, 16.9% work from home. 41.2% of workers commute 45 minutes or more, 50% above the state average (41.2% against 27.4%).
41.6% of adults aged 25 and over hold a bachelor's degree or higher, 4% above the state share (41.6% against 40.2%). 36.6% of residents were born outside the United States, 61% above the state share (36.6% against 22.8%). The poverty rate is 17.9%, 28% above the state rate (17.9% against 14.0%).
The warmest month is Jul, averaging 75°F (23.7°C), and the coolest is Jan at 34°F (1.1°C). About 1,313 mm (52 inches) of precipitation falls in a year; Dec is the wettest month (133 mm) and Feb the driest (95 mm). These values come from NASA satellite-based climatology on a grid of about 50 km, so they describe the wider area, not a weather station in the city.
Closest cities in this guide: Hoboken (7 miles, rent 61% higher); Jersey City (7 miles, rent 10% higher); Union City (9 miles, rent 16% lower); Bayonne (9 miles, rent 8% lower). Rent differences are against New York; use the Compare tab to put any two cities side by side.
Full guide to New York →New York guideAll jobs in New York
These links go to official sources and open in a new window. The first one is the government's or company's own site as listed in Wikidata (property "official website"); check it before relying on it.
Places within 50 miles (straight line) of New York, NY that have a guide, with what living there costs. No pay estimate is shown because the title did not match one occupation.
| Place ⇅ | Distance from the job city ⇅ | Median rent ⇅ | Median home value ⇅ | Median household income ⇅ | Commute 45+ min ⇅ | Rent as % of occupation pay ⇅ | Open jobs there ⇅ |
|---|---|---|---|---|---|---|---|
| New York, NY | 0 mi | $1,821 | $777,600 | $80,483 | 41.2% | n/a | Jobs |
| Hoboken, NJ | 7 mi | $2,938 | $895,100 | $180,579 | 38.7% | n/a | — |
| Jersey City, NJ | 7 mi | $2,007 | $566,900 | $97,710 | 36.0% | n/a | Jobs |
| Union City, NJ | 9 mi | $1,537 | $471,600 | $64,310 | 27.9% | n/a | — |
| Bayonne, NJ | 9 mi | $1,682 | $460,100 | $83,887 | 31.0% | n/a | — |
| West New York, NJ | 9 mi | $1,716 | $465,600 | $71,729 | 30.6% | n/a | — |
| Secaucus, NJ | 11 mi | $2,391 | $571,900 | $139,821 | 33.9% | n/a | Jobs |
| Cliffside Park, NJ | 11 mi | $1,837 | $588,200 | $93,452 | 33.1% | n/a | — |
| Edgewater, NJ | 11 mi | $2,579 | $715,700 | $124,050 | 43.6% | n/a | — |
| Fairview, NJ | 11 mi | $1,694 | $511,400 | $63,606 | 25.4% | n/a | — |
| Kearny, NJ | 11 mi | $1,720 | $459,400 | $79,154 | 26.6% | n/a | — |
| Woodmere, NY | 12 mi | $2,720 | $975,400 | $172,537 | 45.7% | n/a | — |
| North Valley Stream, NY | 12 mi | $3,059 | $613,800 | $142,733 | 36.1% | n/a | — |
| Valley Stream, NY | 12 mi | $2,124 | $616,100 | $133,190 | 34.5% | n/a | — |
| Elmont, NY | 12 mi | $2,209 | $602,900 | $114,217 | 35.9% | n/a | — |
| Harrison, NJ | 13 mi | $2,226 | $505,800 | $93,013 | 42.0% | n/a | — |
| Newark, NJ | 13 mi | $1,392 | $373,700 | $52,060 | 25.1% | n/a | Jobs |
| North Arlington, NJ | 13 mi | $1,738 | $474,500 | $94,201 | 29.5% | n/a | — |
| Floral Park, NY | 13 mi | $2,243 | $789,600 | $150,084 | 32.3% | n/a | — |
| Fort Lee, NJ | 13 mi | $2,270 | $448,000 | $107,274 | 34.3% | n/a | — |
We could not match this title to one occupation, so here are the other sub-niches in Technology, where your skills may carry over:
Cybersecurity (366) Software engineering (1880) Cloud, IT and infrastructure (504) Product management (412)
How far New York, NY is from the 20 largest US cities, in straight-line miles (not driving distance). Click a column to sort.
| From ⇅ | Straight-line distance (miles) ⇅ | Population of that city ⇅ |
|---|---|---|
| New York, NY | 0 mi | 8,483,844 |
| Philadelphia, PA | 77 mi | 1,579,706 |
| Columbus, OH | 479 mi | 914,802 |
| Charlotte, NC | 532 mi | 903,844 |
| Indianapolis, IN | 646 mi | 885,860 |
| Chicago, IL | 718 mi | 2,711,226 |
| Jacksonville, FL | 834 mi | 977,670 |
| Oklahoma City, OK | 1,327 mi | 697,125 |
| Dallas, TX | 1,371 mi | 1,307,930 |
| Fort Worth, TX | 1,401 mi | 963,194 |
| Houston, TX | 1,419 mi | 2,328,253 |
| Austin, TX | 1,512 mi | 979,539 |
| San Antonio, TX | 1,583 mi | 1,479,835 |
| Denver, CO | 1,625 mi | 718,877 |
| Phoenix, AZ | 2,141 mi | 1,642,323 |
| Seattle, WA | 2,407 mi | 754,195 |
| San Diego, CA | 2,427 mi | 1,389,526 |
| Los Angeles, CA | 2,459 mi | 3,857,263 |
| San Jose, CA | 2,550 mi | 990,138 |
| San Francisco, CA | 2,602 mi | 830,235 |
| City ⇅ | Straight-line distance ⇅ | Open jobs ⇅ |
|---|---|---|
| Brooklyn, NY | 1 mi | 1 |
| Jersey City, NJ | 7 mi | 108 |
| Manhattan, NY | 8 mi | 3 |
| Iselin, NJ | 21 mi | 2 |
| Mahwah, NJ | 31 mi | 2 |
| Deer Park, NY | 33 mi | 17 |
| Darien, CT | 38 mi | 11 |
| Lakewood, NJ | 42 mi | 2 |
| Marlton, NJ | 74 mi | 13 |
| Bethlehem, PA | 75 mi | 3 |
| Fort Washington, PA | 75 mi | 2 |
| Philadelphia, PA | 77 mi | 165 |
| Atlantic City, NJ | 93 mi | 5 |
| Wilmington, DE | 106 mi | 2 |
| Newark, DE | 118 mi | 8 |
Morgan Stanley is the employer in this listing. See all its open jobs here →
It is among the 200 largest US-headquartered employers in our list, with about 83,000 employees worldwide (2025). Company page with headquarters, state economy and official links →
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A mid level role in technology (data, analytics and ai) listed 66 days ago. The full description is on this page and on The Muse.
New York, NY.
Use the "View this job and apply on The Muse" button. AtiveSite does not receive applications.
The listing does not publish pay, and we could not match the title to one official occupation.
Median rent in New York is $1,821 a month and median household income $80,483 (ACS 2020–2024).
It was posted on 2026-09-03 (66 days ago). Jobs older than 90 days are not shown.
Yes: browse data, analytics and ai jobs in New York.
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