Finance Chief of Staff Team, Director

$90,000 - $155,000/Yr

Morgan Stanley - New York, NY

Full-time - Director

New York, NY

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Chief of Staff team at Morgan Stanley plays a crucial role in supporting the Chief Financial Officer (CFO) by engaging in strategic activities that ensure the CFO is well-informed and prepared for various engagements. This team is responsible for driving transparency and connecting the dots across Finance leadership, which includes organizing Finance Management Committee meetings and officer-level calls. The position is highly project-oriented, requiring a candidate who is strategic, organized, and meticulous about documentation and data accuracy. A successful candidate will have a strong familiarity with the financial services industry, be self-motivated, outgoing, and capable of working autonomously. This role offers excellent exposure to the Finance division and the broader financial industry. As a Director, the individual will focus on maximizing the efficiency of the CFO and engaging in strategic value-added activities. This includes leading and executing special projects initiated by the team or the CFO, managing strategic initiatives, and ensuring successful delivery of key projects. The Director will work closely with firmwide teams to anticipate future requests and educate the larger team on Firm and Finance initiatives. Additionally, the role involves developing interesting non-administrative agenda items for team meetings and summarizing key events, research reports, and articles that may be relevant to the CFO and the Finance team. Core responsibilities include managing the CFO's calendar and tracking bi-weekly emails, maximizing travel and site visit schedules, identifying and vetting internal and external meeting opportunities, and preparing briefings for the CFO's meetings with clients and vendors. The Director will also be responsible for preparing talking points, communications, reference data, and PowerPoint presentations for various engagements, as well as collaborating with Corporate Communications and Investor Relations to stay updated on media, investors, and regulatory matters.

Responsibilities

• Lead and execute special projects raised by the team and/or the CFO.
• Manage strategic initiatives and ensure successful delivery.
• Work closely with firmwide teams to anticipate future requests.
• Educate the larger team on Firm/Finance initiatives.
• Develop ideas for interesting non-administrative agenda items for team meetings.
• Track and manage the CFO's calendar and bi-weekly emails.
• Maximize travel and site visit schedules and engagement events.
• Identify and vet both internal and external meeting/event opportunities.
• Prepare briefings for the CFO's meetings with clients and vendors.
• Create talking points, communications, reference data, and PowerPoint presentations for meetings.
• Listen to market/macro update calls and distill key takeaways/themes for senior management.
• Partner with Corporate Communications and Investor Relations to stay connected on media, investors, and regulators.

Requirements

• Bachelor's degree in a relevant field.
• 5-10 years of experience in financial services.
• Strong understanding of the financial services industry and market landscape.
• 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 and superior attention to detail.
• Commitment to organization and accuracy.
• Collaborative and adaptable team player.

Benefits

• Commission earnings
• Incentive compensation
• Discretionary bonuses
• Short and long-term incentive packages
• Morgan Stanley sponsored benefit programs