We're seeking someone to join as an Associate in the Capital Planning team to work on a number of regulatory and internal Capital Planning deliverables.
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 our 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.
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 execution of Comprehensive Capital Analysis and Review (CCAR) and Quarterly Stress Test governance, including producing meeting materials for senior management and Board-level meetings, setting quarterly and on-going governance requirements/ calendar
- Provide guidance to input providers on bridging the gap between governance requirements and how they are applied in practice; collaborate with various stakeholders on annual policy and procedures narrative updates
- Liaise with Internal Audit and Process Validation functions
- Support capital planning governance initiatives/ regulatory requests
- Facilitate cross-functional meetings to review and challenge management assumptions and overlays
What you'll bring to the role:
- 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
- Strong writing skills, including ability to summarize various governance requirements with clarity and brevity
- Excellent communication, interpersonal and client service skills, including ability to identify linkage between various governance requirements and practical applications
- Adept at working in a fast-paced, high-energy environment
- Proven track record of great teamwork and ability to work across organizational boundaries
- Ability to work on multiple projects under a compressed timeline
- Strong sense of ownership and accountability for work
- Self-motivated and able to work independently
- At least 2-4 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.
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