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.

Core Responsibilities Include:

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 stay connected on media, investors, and regulators

Skills Required

• 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

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).