Morgan Stanley

Corporate FP&A Stress Testing Analytics - Associate/AVP

Morgan Stanley$110K — $140K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in finance/accounting or related field
  • 4-7 years of relevant experience
  • Strong analytical and problem-solving skills
  • Excellent analytical, visualization, writing, and presentation skills
  • Expert in Microsoft Office; VBA knowledge is a plus
  • Familiarity with technology-enabled forecasting and data visualization tools like Power BI and Tableau
  • Ability to thrive in a fast-paced environment and handle multiple tasks.

Responsibilities

  • Collaborate with colleagues across Finance and the Firm
  • Prepare, consolidate, and analyze key forecasting activities
  • Conduct detailed analytical reviews of financials to identify key themes
  • Engage with various Finance and organizational teams
  • Support advanced financial analytics and projections processes
  • Standardize Corporate FP&A reporting packages and work on data visualization
  • Assist in the completion and submission of regulatory reporting

Benefits

  • Comprehensive employee benefits and perks
  • Opportunities for career movement across the business
  • Support for diverse backgrounds and experiences
  • Empowerment in a collaborative work environment
  • Commitment to diversity and inclusion
Full Job Description
We are seeking someone to join our Corporate FP&A team as an Associate / Director on the Stress Testing Analytics team. The ideal candidate will partner with stakeholders to translate data into analytical insights to support a structured narrative for senior management

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 / Director within our Financial Planning & Analysis Job Family which is responsible for the firm's budget, forecast, internal management reporting and financial analysis to provide insight into the firm's current and expected financial performance, as well as expense allocation

CFP&A is responsible for leading firmwide planning and forecasting processes, management reporting and performing strategic analyses of the Firm's global businesses to support strategic decision-making. Corporate FP&A supports and interacts with Firm leadership, the Firm's Board of Directors and various Firm regulators. Additionally, Corporate FP&A collaborates closely with Business lines and their Finance teams, Investor Relations, Global Controller teams, Treasury, Capital and the Risk Department.

** This is not a senior level role. Ideal candidates will have 4-7 years of experience**

What you'll do in the role:
- Collaborate with a varied group of colleagues in Finance and across the Firm
- Responsible for and lead aspects of individual and team deliverables and projects, leveraging in-depth knowledge of Finance functional area, product and/or client segments
- Adhere to the Firm's risk and regulatory standards, policies and controls; proactively identify ways to reduce risk in work
- Act as a culture carrier; embody and set an example of the Firm's values and hold yourself and others accountable to Firm standards
- [Being responsible for preparation, consolidation and analysis of key forecasting activities including but not limited to: CCAR PPNR (Pre Provision Net Revenue) and Balance Sheet Forecast, sensitivity analysis, and other ad-hoc financial information
- Execute detailed analytical review of financials and identifying key themes and narratives related to projected financials
- Engage and partner with teams across Finance and the wider organization including: Segment Finance (ISG, WM, IM, Infrastructure), Firm Strategy & Execution, Tax, Capital, Treasury, Corporate Reporting, Risk, Technology
- Support advanced finance analytics including sensitivity and pro-forma reporting
- Support projections process through TM1 system enhancements, improving system-based database. Review and analyze large data sets and work collaboratively with onshore and offshore finance, business segments, and technology teams
- Standardize Corporate FP&A reporting packages, and work to migrate presentations to data visualization tools and build dashboards
- Support the completion and submission of regulatory reporting where necessary ( i.e Y14-A schedules)

What you'll bring to the role:
- In-depth knowledge of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment
- Ability to operate independently with respect to most job responsibilities
- Ability to provide positive and constructive feedback and innovate processes [
- Bachelor's degree in finance /accounting or related field
- Strong analytical and problem-solving skills - ability to translate complex financial information into meaningful analysis
- Excellent analytical, visualization, writing and presentation skills - ability to execute complex analysis and summarize for presentation to senior stakeholders
- Ability to handle multiple tasks in a timely and effective manner and thrive in a fast-paced environment
- Team player with good communication skills
- Expert in Microsoft Office, VBA knowledge is a plus
- Experience with technology-enabled forecasting and data visualization tools (e.g., Planning & Analytics, Essbase, Hyperion, Power BI, Tableau) ]
- At least 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 $110,000 and $140,000 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

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

About Morgan Stanley

Morgan Stanley Investment Management are active managers of capital, working to outperform the market and deliver results for their clients. Morgan Stanley Investment Management's long-tenured professionals apply their experience and expertise across public and private markets, in single-sector, multi-asset and custom solutions.

Morgan Stanley Careers

Joining Morgan Stanley today means becoming part of a global team dedicated to strengthening communities, pioneering innovation, and fostering diversity. As a leading global financial services firm, Morgan Stanley offers unparalleled job opportunities, career growth, and a culture of leadership that together create an exceptional employment experience. Work You’ll Do At Morgan Stanley, you will collaborate with knowledgeable professionals to drive innovation and deliver solutions in financial services. Our team is composed of diverse, talented individuals who bring their unique skills and perspectives to work every day, setting the standard for leadership in the global market. Morgan Stanley is not just a company; it's a place where ambitious, creative, and skilled individuals can build a rewarding career. Here, you can experience the benefits of a vibrant culture dedicated to professional growth and diversity training. Internship Programs Kickstart your career with Morgan Stanley’s internship programs. These positions offer invaluable industry insights and professional experience to students and recent graduates. Interns at Morgan Stanley gain hands-on experience, working alongside seasoned experts in a dynamic, supportive environment. Innovation and Professional Growth We believe in the power of innovation to solve complex problems and encourage our team to think differently and act boldly. Morgan Stanley supports your career development through comprehensive training, development programs, and leadership workshops, ensuring that every employee has the tools they need to succeed. Join Our Team Explore the various job opportunities at Morgan Stanley, from entry-level positions to executive roles. We are hiring individuals who are passionate about finance and eager to contribute to a team that values integrity, excellence, and a forward-thinking mindset. Enhance your skills through our networking events, mentorship opportunities, and ongoing professional development. Stay Connected Keep up to date with the latest from Morgan Stanley Careers by subscribing to our job alert emails. Tailor your preferences to receive updates about new postings, career tips, and exclusive insights from our team leaders. Apply Now Ready to take the next step in your career? Search open positions that match your skills and interests on the Morgan Stanley Jobs portal. Prepare your resume, refine your interview techniques, and join a company that values innovation and leadership. At Morgan Stanley, we’re not just building careers—we’re developing leaders. Discover how far your talents can take you by joining our team today.
Learn more about Morgan Stanley
Size
77,000 employees
Market Cap
$144.1 billion
Industry
Net Income
$10.9 billion
Founded
1935
5 Year Trend
+10%
Revenue
$52 billion
NASDAQ

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