CFO Chief of Staff Team Associate

Team Overview

The Chief of Staff team partners closely with the CFO to support strategic priorities and ensure the CFO is consistently informed, prepared, and positioned to drive impact. The team enhances transparency across Finance leadership and connects insights across the organization. In addition, the team leads and executes high‑impact, ad hoc initiatives in support of the broader Finance organization and key partners.

This role is highly project‑driven and well suited for a candidate who is strategic, highly organized, and meticulous about documentation and data integrity. The ideal candidate will have a strong understanding of the financial services industry, demonstrate intellectual curiosity, operate with a high degree of ownership, and be comfortable working both independently and in highly collaborative environments. The position offers exceptional exposure to senior Finance leadership, the broader Firm, and the external industry landscape.

Special Projects & Strategy

• Leading and executing special projects sponsored by the CFO and Chief of Staff team, supporting strategic initiatives from concept through delivery
• Partnering closely with firm‑wide teams to anticipate upcoming needs, align on priorities, and communicate key Firm and Finance initiatives
• Developing thoughtful, non‑administrative agenda content for leadership and team meetings
• Identifying, synthesizing, and summarizing relevant market events, research, and external developments for senior audiences

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. Prep for meetings including talking points, communications, reference data, and PowerPoint presentations (open forums, videos, emails, etc.)
• Finance Leadership Engagement – Finance Management Committee, 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

• 3-5 years of experience, preferably within financial services
• Strong understanding of the Firm, financial services industry, market dynamics, and relevant developments
• Proven self‑starter with excellent project management and execution skills
• Ability to interact effectively across business functions and with senior leadership
• Exceptional written and verbal communication skills
• Advanced proficiency in Microsoft PowerPoint and Excel
• Strong analytical and critical thinking capabilities
• Superior attention to detail with a commitment to accuracy and organization
• Collaborative, adaptable, and team‑oriented mindset

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.