We're seeking someone to join our Corporate FP&A team as a Analyst/Associate. This individual is responsible for driving risk identification, regulatory documentation, and oversight of financial planning processes. This role is deeply embedded in CCAR, capital planning, and effectiveness assessments, with cross-functional coordination across Finance, Capital, Risk, and Audit teams.
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 a Analyst/Associate position within our Risk, Assurance, Governance & Control Job Family which provides oversight and monitoring of operational risk or third party/outsourcing for the global Finance division, validation and testing of financial and regulatory reports and reinforcement of regulatory requirements, policies and procedures
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
- Develop and maintain recurring performance dashboards and analysis in Excel (and related tools) to monitor actuals versus plan/forecast and explain key drivers.
- Support PPNR and balance sheet forecasting workflows by consolidating inputs, performing variance analysis, and preparing sensitivity/scenario comparisons.
- Coordinate with Finance partners (Business/Segment FP&A, Controllers, Treasury, Capital and Risk) to gather inputs, validate outputs, and support review/approval routines.
- Create clear, senior-ready PowerPoint materials and concise meeting minutes; track action items and support timely delivery of agreed outcomes.
- Perform data quality checks and reconciliations, maintain documentation of assumptions, and retain evidence of key reviews to support governance and control requirements.
- Identify opportunities to improve and automate reporting (templates, repeatable checks, workflow tracking); partner with teammates to streamline manual steps and reduce operational risk.
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
- Understanding of financial risk management, regulatory frameworks (e.g., CCAR) and capital planning
- Clear Communicator. Ability to synthesize information from different stakeholders and summarize them in a succinct and transparent way with senior management.
- Strong written and verbal communication skills
- Proficiency with Microsoft PowerPoint and Excel
- Ability to demonstrate analytical and collaboration/relationship building skills
- Bachelor Degree in Business/Finance Major
-2+ years of experience
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.
Expected base pay rates for the role will be between $85,000 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.
