Company Profile Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm ...
Company Profile Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm ...
Finance Associate
Baltimore, MD · On-site
Company Profile Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm ...
Finance Associate
Baltimore, MD · On-site
Company Profile Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm ...
Associate Financial Planner (Ashburn , VA) At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved ...
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Associate Financial Planner (Ashburn , VA) At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved ...
Description Associate Financial Planner (Ashburn, VA) At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar ...
Description Associate Financial Planner (Ashburn, VA) At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar ...
Associate Financial Planner ( Fairfax, VA) At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved ...
Quick apply
Associate Financial Planner ( Fairfax, VA) At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved ...
Associate Financial Planner (Ashburn, VA) At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved ...
Associate Financial Planner (Ashburn, VA) At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved ...
We are the market leaders in major financial and business centers globally and offer unmatched ... About the RoleThe Structured Finance Practice is seeking highly qualified associates with a minimum ...
We are the market leaders in major financial and business centers globally and offer unmatched ... About the RoleThe Structured Finance Practice is seeking highly qualified associates with a minimum ...
Associate Financial Planner (Fairfax, VA) At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved ...
Associate Financial Planner (Fairfax, VA) At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved ...
Description Associate Financial Planner (Fairfax, VA) At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar ...
Description Associate Financial Planner (Fairfax, VA) At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar ...
Company Profile Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm ...
Company Profile Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm ...
Associate Financial Planner (Fairfax, VA) At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved ...
Associate Financial Planner (Fairfax, VA) At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved ...
Associate Financial Planner (Ashburn, VA) At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved ...
Associate Financial Planner (Ashburn, VA) At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved ...
Top 50 AmLaw firm seeks an associate to join its Project Finance Group in any of their Philadelphia, New York, Baltimore or Washington, D.C. offices. Qualified candidates must have 3-7 years of ...
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Top 50 AmLaw firm seeks an associate to join its Project Finance Group in any of their Philadelphia, New York, Baltimore or Washington, D.C. offices. Qualified candidates must have 3-7 years of ...
Leveraged Finance Associate
Reston, VA · On-site
A Global law firm is looking for associates to join their Leveraged Finance Practice in any of its US offices. The ideal candidates must have 3-5 years of corporate or finance experience, excellent ...
Quick apply
Leveraged Finance Associate
Reston, VA · On-site
A Global law firm is looking for associates to join their Leveraged Finance Practice in any of its US offices. The ideal candidates must have 3-5 years of corporate or finance experience, excellent ...
One of the world's leading law firms is looking for midlevel associate to join their Structured Finance group in New York or DC office. Major law firm experience in complex financing matters, either ...
Quick apply
One of the world's leading law firms is looking for midlevel associate to join their Structured Finance group in New York or DC office. Major law firm experience in complex financing matters, either ...
Top 50 AmLaw firm seeks an associate to join its Project Finance Group in any of their Philadelphia, New York, Baltimore or Washington, D.C. offices. Qualified candidates must have 3-7 years of ...
Quick apply
Top 50 AmLaw firm seeks an associate to join its Project Finance Group in any of their Philadelphia, New York, Baltimore or Washington, D.C. offices. Qualified candidates must have 3-7 years of ...
One of Fortune's 100 Best Companies to Work For and top 200 AmLaw firm, seeks an associate to join its Structured Finance team. The ideal candidate will have 2-4 years of transactional or finance ...
Quick apply
One of Fortune's 100 Best Companies to Work For and top 200 AmLaw firm, seeks an associate to join its Structured Finance team. The ideal candidate will have 2-4 years of transactional or finance ...
... an associate to join their Debt Finance practice. The ideal candidate must have 1-3 years of ... Familiarity with drafting documents in connection with financial transactions. Knowledge of Article ...
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... an associate to join their Debt Finance practice. The ideal candidate must have 1-3 years of ... Familiarity with drafting documents in connection with financial transactions. Knowledge of Article ...
Finance Operations Associate
Washington, DC · On-site
$54.10K/yr
The Finance Operations Associate assists the Director of Finance Operations to manage and organize the needs and special projects of the finance department via the finance operations team. The ...
Finance Operations Associate
Washington, DC · On-site
$54.10K/yr
The Finance Operations Associate assists the Director of Finance Operations to manage and organize the needs and special projects of the finance department via the finance operations team. The ...
A leading national and international and top 100 Am Law top firm is looking for a highly qualified associate. Qualified candidates must have 5+ years of experience. Extensive experience in finance ...
Quick apply
A leading national and international and top 100 Am Law top firm is looking for a highly qualified associate. Qualified candidates must have 5+ years of experience. Extensive experience in finance ...
Financial Associate information
See Silver Spring, MD salary details
$31.5K - $41.6K
10% of jobs
$50.2K is the 25th percentile. Wages below this are outliers.
$41.6K - $51.7K
18% of jobs
The median wage is $60.6K / yr.
$51.7K - $61.8K
26% of jobs
$61.8K - $71.9K
19% of jobs
$74.5K is the 75th percentile. Wages above this are outliers.
$71.9K - $82K
11% of jobs
$82K - $92.1K
10% of jobs
$92.1K - $102.2K
3% of jobs
$102.2K - $112.4K
2% of jobs
$112.4K - $122.5K
1% of jobs
$122.5K - $132.6K
1% of jobs
$132.6K - $142.7K
0% of jobs
$31.5K
$72.7K
$142.7K
How much do financial associate jobs pay per year?
What are the key skills and qualifications needed to thrive as a Financial Associate, and why are they important?
What are some common challenges Financial Associates face when managing multiple client portfolios?
What does a Financial Associate do?
What is the difference between Financial Associate vs Financial Analyst?
| Aspect | Financial Associate | Financial Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plus | Bachelor's degree in finance, economics, or related; often requires CFA or similar certifications |
| Work Environment | Banking, investment firms, corporate finance departments | Investment firms, banks, corporate finance, consulting |
| Employer & Industry Usage | Commonly employed in financial services, banking, and corporate finance | Used in investment analysis, asset management, and corporate strategy |
Financial Associates typically handle client accounts, support financial transactions, and assist with reporting. Financial Analysts focus on analyzing financial data, preparing reports, and providing investment recommendations. While both roles require similar credentials and work in related environments, Financial Analysts tend to have a stronger emphasis on data analysis and strategic insights.
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 27 days ago
Morgan Stanley rating
8.3
Based on 147 frontline employees who took The Breakroom Quiz
38th of 138 rated financial services
Job description
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. As such, weare building aBaltimore-basedtalent pipeline for early-career professionals within our Finance Division. Submitting your resume for this pipeline requisition ensures consideration for current and future career opportunities. You will also stay informed about firm-sponsored events designed to engage top talent and provide networking opportunities with finance professionals and firm employees.
Company Profile
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Department Profile
The Finance Division reports to the Chief Financial Officer and consists of some 3,000 employees worldwide. Finance protects the Morgan Stanley franchise by serving as guardian of the Firm's books and records, and by contributing to firm wide risk management and risk reduction. This division maintains relationships with Morgan Stanley's various industry and government regulators, and also serves as the conduit of financial information to the outside investment community. Finance plays a critical role as advisor to Morgan Stanley's various businesses and its senior management team. The Morgan Stanley Baltimore office is a critical component of the Firm`s Global footprint and has 1,400 employees that provide support and services to the Investment Banking, Securities, Investment Management and Wealth Management Businesses.
Key Responsibilities:
Produce and analyze daily, weekly, and monthly profit and loss reports.
Prepare and review balance sheets, income statements, and financial forecasts.
Conduct detailed analysis for budget forecasting, stress testing, and financial modeling.
Support key business projects, regulatory reporting, and risk management initiatives.
Collaborate with senior stakeholders to provide actional insights and ensure timely reporting
Serve as a trusted advisor on financial processes, reporting accuracy, and process improvements.
Qualifications
Required Skills:
Strong written and verbal communication skills.
Proficiency in MS Office (Excel and PowerPoint).
Demonstrated accountability, ownership, and proactiveness.
High attention to detail and organizational skills.
Ability to multi-task and manage competing deadlines in a fast-paced environment.
Willingness to observe and enhance processes to drive team efficiency.
Preferred Skills and Experience:
Interest in and familiarity with financial markets and products
Previous experience in audit, accounting, controllership, or FP&A
Experience with digital tools like Tableau, Power BI, and Alteryx
Familiarity with key financial functions, including:
Product Control, FP&A, Management Reporting
Balance Sheet and Revenue Analysis
Profit and Loss Calculations
Regulatory Reporting & Reconciliation
Financial Products such as stocks, bonds, FX, equities, credit, commodities, IPOs, and global capital markets
Education Requirements:High School Diploma
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.
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).
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