Description

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

Requirements

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