planning associate

Morgan Stanley

<div>Position Summary:
Wealth Management (WM) Platforms manages industry-leading platforms, across all WM channels and client segments, to provide a unified digital experience, unlock growth, and deliver efficiencies for Advisors, Clients, and Institutions. WM Platforms consists of nine sub-teams including: Field Experience &amp; Platforms, Digital Client Experience &amp; Platforms, Workplace Platforms, Automation &amp; Workflow Solutions, Digital Trading &amp; Investing, UX Design &amp; Research, Strategy &amp; Execution. Business Control &amp; Support, and the Chief Operating Office.
This role offers an excellent opportunity for professionals with 3&ndash;6 years of experience in wealth management, investment products, or financial technology who want to deepen their exposure to fixed income products, trading platforms, and product lifecycle management.
The ideal candidate combines strong analytical skills with a foundational understanding of financial products and technology workflows.
<div></div>Key Responsibilities:
<ul><li>Collaborate with product, business, and technology teams to analyze and document business requirements for new features, enhancements, and regulatory initiatives.
</li><li>Document user stories, process maps, and data flow diagrams to ensure clarity between business objectives and technical implementation.
</li><li>Participate in platform design discussions, UAT planning, and testing for enhancements related to trading, portfolio management, and reporting.
</li><li>Help monitor platform adoption and usage metrics, and prepare insights or dashboards highlighting key trends.
</li><li>Consolidate and track user and stakeholder feedback to support prioritization of product or platform improvements.
</li><li>Coordinate cross-functional activities between business, operations, technology, legal, risk, and compliance teams to ensure smooth project execution.
</li><li>Maintain clear, organized documentation for requirements, test cases, and release notes.
</li><li>Support the development of training materials, FAQs, and user guides for internal partners as new functionalities are rolled out.
</li></ul><div></div>Must Have:
<ul><li>4&ndash;6 years of professional experience in business analysis, product management, or platform support within wealth management, financial services, or fintech.
</li><li>Proven ability to analyze, document, and communicate business and technical requirements in Agile or hybrid delivery models.
</li><li>Strong attention to detail with excellent analytical, organizational, and problem-solving abilities.
</li><li>Excellent written and verbal communication skills with the ability to interact effectively across global business and technology teams.
</li><li>Ability to manage multiple tasks under tight deadlines in a dynamic environment.
</li><li>Team player with a collaborative attitude and strong ownership mindset.
</li></ul><div></div>Good to have:
<ul><li>Working knowledge of financial products &mdash; particularly fixed income, equities, and structured products &mdash; and how they are traded, booked, and reported in a wealth management environment.
</li><li>Understanding of investment lifecycle processes &mdash; trade execution, confirmation, settlement, and reporting.
</li><li>Familiarity with JIRA, Confluence, MS Office Suite, and data visualization tools (Excel, Power BI) is a plus.
</li></ul><div></div>Qualification:
<ul><li>Bachelor&rsquo;s degree in Business Management, Finance, Economics, Computer Science, Engineering, or a related field required.
</li></ul>WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren&rsquo;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&rsquo;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&rsquo;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-officesinto your browser.
Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.</div>

Product and Financial Planning, Platforms, Associate, Wealth Management

Levine Haddad & Gregory, LLC

<div>
 Levine Haddad &amp; Gregory, LLC is a growing Trust and Estate firm located in Union County. We have openings for an Associate in our Estate Planning department. Qualified individuals must possess a strong academic background and capable of drafting and reviewing complex documents. Benefits include Medical, Dental, Vision, 401(k). LLM a plus. Please send resume along with salary requirements to jfullem@lhglaw.com.
</div>

Estate Planning Attorney

Six Flags Qiddiya City and Aquarabia

<div>As a Senior Associate in Financial Planning &amp; Analysis at Six Flags Qiddiya City and Aquarabia, you will play a crucial role in shaping our financial strategy and driving business performance. Your primary responsibilities include:<ul>
<li>
Assisting in the preparation of financial forecasts, budgets, and long-term plans.</li>
<li>Conducting financial modeling and analysis to support investment decisions and evaluate capital projects.</li>
<li>Collaborating with cross-functional teams to provide financial insights and guidance aimed at enhancing profitability and performance.</li>
<li>Preparing monthly, quarterly, and annual financial reports that highlight key findings, trends, and actionable recommendations.</li>
<li>Monitoring key financial indicators and performance metrics, identifying areas for improvement.</li>
<li>Supporting the development and implementation of financial policies, procedures, and systems.</li>
<li>Assisting with risk assessment and management to ensure compliance with regulatory requirements and industry best practices.</li>
<li>Participating in initiatives to enhance financial planning tools, systems, and reporting.</li>
</ul>
Requirements
To be considered for the Senior Associate position, candidates must meet the following qualifications:<ul>
<li>
Education: Bachelor's degree in business, finance, or a related field.</li>
<li>Experience: 3-6 years of experience in financial analysis, with a background in the hospitality or entertainment sectors being preferred.</li>
<li>Skills: Proficiency in data analysis tools such as Excel and familiarity with financial modeling software.</li>
<li>Strong analytical and problem-solving abilities, with excellent verbal and written communication skills.</li>
<li>Ability to work independently and collaboratively in a fast-paced environment.</li>
<li>Languages: Fluency in both English and Arabic is required.</li>
</ul>
Core Competencies:<ul>
<li>
Self-motivation &amp; Fulfillment</li>
<li>Team Collaboration &amp; Development</li>
<li>Entrepreneurial Drive &amp; Mindset</li>
<li>Business Acumen &amp; Attention to Detail</li></ul></div>

Senior Associate - Financial Planning & Analysis

Bonobos

<div>Overview:
<div>
About PHOENIX</div><div></div> 
PHOENIX Retail, LLC is a retail platform operating the Express and Bonobos brands worldwide. Express is a multichannel apparel brand dedicated to a design philosophy rooted in modern, confident and effortless style whether dressing for work, everyday or special occasions. Bonobos is a menswear brand known for being pioneers of exceptional fit and a personalized, innovative retail model. Customers can experience our brands in over 400 Express retail and Express Factory Outlet stores, 50 Bonobos Guideshops, and online at www.express.com and www.bonobos.com.<div> 
About Bonobos</div><div></div><div> 
We are on a mission to make fits and connections that inspire people to be themselves. Our Bonobos menswear brand is known for being a style instigator and offering perfect-fit risks through our innovative retail model and personalized experience. Launched online in 2007 with its signature line of chinos, Bonobos now offers a variety of styles available to order online and to try on at any one of our 60+ Guideshop locations. Our Guideshops are in-real-life stores that deliver one-on-one service and expert fit advice. Don&rsquo;t think traditional retail, Bonobos is something you haven&rsquo;t seen before.</div><div></div><div> 
The Bonobos team is vibrant, collaborative, and inclusive. We value self-awareness, empathy, intellectual honesty, positive energy, and judgment, often over experience. We&rsquo;ve created a culture where collaboration and communication are paramount, all while making time for fun and celebrating extraordinary efforts.</div>
Location Name: New York Office Responsibilities and Qualifications:
<div>
The Associate Planner, in partnership with the Merchant/Planner / Sr. Planner is responsible for developing and translating department pre-season category strategies into executable merchandise and item plans. Provides financial strategies for sales, inventory, markdowns, and margin at a tops down and bottoms up level. Responsible for reconciling the financial and assortment plans and proactively making adjustments based on risks and opportunities.</div><div> 
</div><div>In addition to that, this role will:</div><div></div><div> 
KEY RESPONSIBILITIES</div><ul><li>
Provide pre-season choice count and inventory recommendations that support department strategies</li><li>
Build class and choice level plans for all planning metrics which support the topside financial plans and the aligned upon choice counts
</li><li>Determine depth, breath and flow strategy of all inventory by location/channel, with the intention of maximizing sales and sell-through prior to markdown</li><li>
Be the financial and business expert through knowledge of current and future trends in the business/industry and be able to create innovative and efficient solutions to business opportunities and risks</li><li>
Mine and analyze data to create customer centric recommendations and strategies</li><li>
Lead plan review discussions to ensure that the company&rsquo;s financial objectives are being met.</li><li>
Use consumer insights and data combined with structured tests to identify and maximize growth opportunities.</li><li>
Consistently generate insights that lead to team actions to improve business metrics; influencing pricing, promotions, product assortment in real time.</li><li>
Identify process opportunities to create efficiencies in the business and be a key partner to the planning team to implement changes in a timely manner</li><li>
Demonstrate strong leadership skills and initiative to work independently and in cross functional teams</li><li>
Must have excellent written and oral communication skills to all levels of the organization; demonstrate communication and presentation skills, especially to corporate Senior Management</li><li>
Ability to be flexible, multi-task, and prioritize under tight deadlines.</li></ul><div></div><div> 
REQUIRED EXPERIENCE &amp; QUALIFICATIONS</div><ul><li>
3-5 years of planning or equivalent experience</li><li>
Bachelor&rsquo;s degree or equivalent</li><li>
Proven analytical skills and financial acumen</li><li>
Retail math expertise to drive business</li><li>
Advanced Knowledge of Excel &amp; Planning Systems</li></ul><div></div><div> 
CRITICAL SKILLS &amp; ATTRIBUTES</div><ul><li>
Organized and attentive to detail</li><li>
Resourceful and solution oriented</li><li>
Demonstrated leadership skills</li><li>
Ability to work well in team environment</li><li>
Able to communicate to all levels with a clear, concise point of view</li></ul><div></div><div> 
Benefits and Compensation:</div><div></div><div> 
PHOENIX offers a range of benefits to help protect full-time associate&rsquo;s health and long-term financial security including:</div><ul><li>
Medical, pharmacy, dental and vision coverage</li><li>
401(k) and Roth 401(k) with Company match</li><li>
Merchandise discount</li><li>
Paid Time Off</li><li>
Parental leave for new moms and dads</li></ul><div></div><div> 
For part-time associates, PHOENIX is partnering with LIG Solutions to help associates obtain individual insurance coverage that best fits their needs and budget, including major medical, dental, vision, supplemental insurance, life Insurance and more.</div><div></div><div> 
Additionally, part-time associates may be eligible to receive paid sick leave, public health emergency leave and to participate in the 401(k) and Roth 401(k) with Company match.</div><div></div><div> 
Part-time associates may also be eligible to participate in the Bonobos Guideshop Incentive Plan.</div><div></div><div> 
Actual compensation offered is dependent upon a number of factors including, but not limited to, work location, education, relevant skills and experience of the candidate.</div>
Pay Range: $78,800 - $108,600 Closing:
<div>
An equal opportunity employer, PHOENIX does not discriminate in recruiting, hiring or any other terms and conditions of employment hiring on the basis of any federal, state, or locally protected characteristic. PHOENIX only hires individuals authorized for employment in the United States. PHOENIX is committed to providing reasonable accommodation to individuals with disabilities. If you need an accommodation to search and apply for a job position due to a disability, please call 1-800-964-9793 and say 'Associate Relations' or send an e-mail to AssociateRelations@Express.com and let us know the nature of your request and your contact information.</div><div></div><div> 
Notification to Agencies: Please note that PHOENIX does not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, PHOENIX will not consider or approve payment to any third-parties for hires made.</div></div>

Associate Planner

Oman Investment Authority

<div>
 
 
 Position: Associate - Investment MIS &amp; Transaction Support
 
 
 
 
 
 
 
 JOB PURPOSE:
 
 
 
 To collect, collate, monitor, conceptualize and analyze management of various OIA invested asset classes, provide periodic actionable insights through Investment MIS &amp; TS reports/dashboards to OIA&rsquo;s, and accurately input the transactions relating to contributions/receipt of funds for various investments internal &amp; external stakeholders in order to support better decision making at the Authority.
 
 
 
 
 
 
 ROLES AND RESPONSIBILITIES:
 
 
 
 &bull; To develop in-depth awareness of the different asset classes along with their investments made by OIA to take advantage and contribute to a better support of the Authority in its decision-making.
 
 
 &bull; Create formats for collecting financial/ non-financial data from internal as well external sources (typically investee companies) to acquire relevant information.
 
 
 &bull; Acquire financial/ non-financial datasets from primary and secondary sources and store it in a suitable format to enable its efficient analysis and interpretation using different analytical tools.
 
 
 &bull; Identify and track key metrics to prepare various MIS &amp; TS reports.
 
 
 &bull; Interpret data and analyze results using different analytic tools to be shared with the Sr. Manager/ Manager &ndash; MIS &amp;TS.
 
 
 &bull; Create benchmark analysis with the national Company&rsquo;s peers &amp; competitors to enable the comparison of the companies&rsquo; performance against the market.
 
 
 &bull; Prepare reports and present data analysis to help asset managers and other stakeholders in making sound decisions related to OIA&rsquo;s businesses.
 
 
 &bull; Monitor performance indicators, highlight trends and analyze causes of unexpected variance to share the information with the Sr. Manager/ Manager &ndash; MIS &amp; TS and contribute to his well-informed decisions.
 
 
 &bull; Provide data as required by external stakeholders based on regular/ad hoc requests to meet their request efficiently and in a timely manner.
 
 
 &bull; Provide data to the Corporate Media &amp; Communication directorate at OIA based on request in order to communicate it externally.
 
 
 &bull; Comply with the implementation of MIS &amp; TS departmental policies and procedures, to ensure that all relevant procedural and legislative requirements are fulfilled.
 
 
 &bull; Comply with all relevant health, safety, and quality requirements, in order to guarantee employee safety and legislative compliance.
 
 
 &bull; Contribute to the identification of opportunities for continuous improvement of systems, processes and practices considering &lsquo;leading best practices&rsquo;, improvement of business processes, cost reduction and productivity improvement.
 
 
 
 
 
 
 MINIMUM QUALIFICATIONS AND REQUIREMENTS:
 
 
 
 &bull; Bachelor&rsquo;s degree Specialization in Finance, Business Administration, Economics, Accounting, or any other relevant field
 
 
 &bull; CFA, CMA, CPA, FMVA, FRM is desirable
 
 
 &bull; 6 to 7 years of related experience for Associate
 
 
 &bull; 8 to 10 years of related experience for Senior Associate
 
 
 &bull; Fluency in English is essential
 
 
 &bull; Fluency in Arabic is advantageous
 
 
 &bull; Proficiency in MS Office is essential (especially Excel and PowerPoint)
 
 
 &bull; Experience with business related software is desirable
 
</div>

Associate – MIS & TS

Lahore University of Management Sciences

<div>
 
 
 Position Overview:
 
 
 
 The MBA Programme Coordination Associate will support the MBA Programme Director in the planning, coordination, and delivery of key MBA programme activities. The role spans exchange program administration, experiential module coordination, adjunct faculty management, industry engagement, communications, and support for international study tours. This position requires strong organizational and stakeholder management skills, attention to detail, and the ability to manage multiple workstreams simultaneously.
 
 
 
 
 
 
 
 Key Responsibilities
 
 
 
 
 : Student Exchange Program
 
 
 <ul>
 <li>
 :Manage the full exchange semester cycle for outgoing MBA students
 </li>
 <li>
 .Coordinate nominations, applications, timelines, and course approvals
 </li>
 <li>
 .Liaise with partner schools and LUMS Registrar for grading and transcript processing
 </li>
 <li>
 .Maintain records of partner agreements and student placements
 </li>
 </ul>
 
 
 .Experiential Learning Modules
 
 
 <ul>
 <li>
 :Coordinate group formation, deliverable timelines, and student presentations
 </li>
 <li>
 .Liaise with industry stakeholders and guest speakers
 </li>
 <li>
 .Maintain documentation of module activities and outcomes
 </li>
 </ul>
 
 
 .Adjunct Faculty Coordination
 
 
 <ul>
 <li>
 :Coordinate course schedules, delivery logistics, and assessment timelines
 </li>
 <li>
 .Provide operational support and ensure smooth delivery of courses
 </li>
 </ul>
 
 
 .Communications &amp; Social Media
 
 
 <ul>
 <li>
 :Manage the MBA programme&rsquo;s LinkedIn presence
 </li>
 <li>
 .Draft and publish posts on programme activities, guest sessions, and achievements
 </li>
 <li>
 .Maintain an archive of posts, photos, and media content
 </li>
 </ul>
 
 
 .Globalization Module Support
 
 
 <ul>
 <li>
 :Coordinate international study tour logistics and stakeholder communication
 </li>
 <li>
 .Issue invitation and visa recommendation letters
 </li>
 <li>
 .Track and update transactions and itineraries
 </li>
 </ul>
 
 
 
 
 
 .
 
 Knowledge &amp; Skill
 
 
 <ul>
 <li>
 s:Excellent communication, planning, and stakeholder management skill
 </li>
 <li>
 s.Strong command of MS Office/Google Suite; familiarity with LinkedIn content creatio
 </li>
 </ul>
 
 
 
 
 
 n.
 
 Behaviou
 
 
 
 rs:Organized, proactive, and collaborative approa
 
 
 
 
 
 
 ch.
 
 Qualificati
 
 
 
 ons:Bachelor&rsquo;s/Master&rsquo;s in Business Administration, Management, or related fi
 
 
 
 
 
 
 eld.
 
 Experi
 
 
 
 ence:1&ndash;3 years experience in academic administration or program coordina
 
 
 
 
 tion.
</div>

MBA Programme Coordination Associate

Santander Holdings USA Inc

Associate, Financial Planning & AnalysisCountry: United States of AmericaYour Journey Starts Here:Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success.An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You!The Difference You Make: The Associate, Financial Planning & Analysis manages one or more processes, projects, or procedures within the Financial Planning & Analysis functionality. The incumbent will provide well-analyzed and defined recommendations on process improvements while influencing others regarding the FP&A policies, practices, and procedures.<ul><li>Develops, improves, independently manages one or more processes (reporting, projects, systems, procedures, or products) within the Financial Planning & Analysis structure.</li><li>Enhances the financial understanding of business lines, products and segments to aid reporting, forecasting and business decision making.</li><li>Influences others regarding FP&A process policies, procedures, and practices.</li><li>Recommends industry and peer data sources to enhance reporting with benchmarks to support business cases.</li><li>Coaches and reviews the work of lower level professional to help execute the financial management function.</li><li>Implements solutions to existing problems.</li><li>Delivers well-analyzed financial forecasts to support the businesses strategic direction and budget.</li><li>Informs and becomes informed via an exchange of facts, statuses, ideas, and issues.</li><li>Acts as subject matter expert providing functional and technical guidance to team.</li><li>Acts as a subject matter expert while providing leadership, guidance, and mentorship to other project managers.</li></ul>What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.<ul><li>Bachelor's Degree or equivalent work experience: Business Administration, Accounting and/or Economics or equivalent field - Required.</li><li>Master's Degree: Business Administration, Accounting and/or Economics - Preferred.</li></ul><ul><li>5+ Years Financial Planning and Analysis in the Banking or Financial Services Industry - Required.</li></ul><ul><li>Excellent verbal and written communication skills.</li><li>Ability to convey a sense of urgency and drive issues/projects to closure.</li><li>Ability to prioritize and manage multiple projects simultaneously.</li><li>Ability to listen and interpret the requirements of internal clients, plan accordingly, and exceed expectations.</li><li>Strong financial analysis, modeling, and problem-solving.</li><li>Demonstrated financial modeling knowledge and skills with strong analytical, qualitative, and problem-solving skills.</li><li>Excellent interpersonal skills with ability to build relationships at all levels of management.</li><li>Excellent leadership skills.</li><li>Strong Proficiency in PowerPoint, Excel, Word.</li><li>Strong experience in and knowledge of financial planning and analysis.</li><li>Ability to multi-task and meet strict deadlines.</li><li>Ability to effectively communicate complex financial transactions and strategies.</li><li>Ability to effectively interact with the market, executive management and vendors.</li><li>Detail oriented with the ability to research, organize and analyze financial data.</li></ul>Certifications:<ul><li>No Certifications listed for this job.</li></ul>It Would Be Nice For You To Have:<ul><li>Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.</li><li>Experience in Microsoft Office products.</li></ul> What Else You Need To Know :The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $69,375.00 USD Maximum: $117,500.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions : Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required . Employer Rights:This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next :If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs. Primary Location: Quincy, MA, 1 Enterprise Drive-Quincy-Corp Other Locations: Massachusetts-Quincy Organization: Santander Holdings USA, Inc.

Associate, Financial Planning & Analysis

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