Job Specifications
We are seeking someone to join our U.S Bank Capital Planning team as an Associate in Capital Planning to work across a variety of internal and regulatory initiatives.
In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm’s financial and capital resources. This is an Associate level position within the Corporate Treasury & Capital Planning Job Family which is responsible for planning, managing, forecasting and optimizing capital, liquidity and funding resources; governance oversight of Treasury and Capital Planning; setting frameworks, policies and guidelines for appropriate management of these resources; managing regulatory deliverables and exams; managing CCAR/Capital Stress Testing process.
Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
What you’ll do in the role:
Collaborate with a varied group of colleagues in Finance and across the Firm
Responsible for both individual and team deliverables and projects, leveraging knowledge of Finance functional area, tools and/or products
Adhere to the Firm’s risk and regulatory standards, policies and controls
Act as a culture carrier; embody the Firm's values and hold yourself accountable to Firm standards
Support internal stress testing preparation and production activities at the Firm's US Banks
Perform strategic capital and financial analysis across the Firm's various legal entities
Assist with drafting policies and procedures
Assist in the production and coordination of presentations for Firm and Bank senior management and steering committees
Assist with capital planning and stress testing automation and process enhancements, including internal controls, review and challenge, and governance initiatives
What you’ll bring:
Working knowledge of Finance functional area, industry and competitive environment
Ability to communicate clearly and concisely, and adapt to various audiences
Willingness to seek guidance and provide feedback to further develop self and peers
Well-developed analytical capabilities, including ability to summarize complex business problems and detailed analysis with clarity and brevity
Self-motivation and the ability to work well in a team
Ability to working in a fast-paced, high-energy level environment
Strong sense of ownership and accountability for work, attention to detail and accuracy is essential
Proficiency with Microsoft Office products (Excel, Word, PowerPoint)
Familiarity with CCAR / stress testing topics, a plus but not required
Bachelor's degree and strong academic credentials
Professional experience in financial services, accounting or management consulting
At least 2 years' relevant experience would generally be expected to find the skills required for this role
Expected base pay rates for the role will be between $90,000 and $115,000 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.
About the Company
Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, our firm's employees serve clients worldwide including corporations, governments, institutions and individuals.
We are committed to maintaining the first-class service and high standard of excellence that have always defined the firm and everything we do is guided by our five core values: Do the right thing, put cl...
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