Morgan Stanley

Corporate Treasury Forecasting & Planning - AVP/Director

Morgan Stanley$90K — $145K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4-7 years of relevant experience in Finance or a related field
  • In-depth knowledge of Finance functional area, products, and client segments
  • Strong Excel and quantitative skills
  • Analytical capabilities to summarize and communicate complex information
  • Excellent verbal and written communication skills
  • Ability to independently manage job responsibilities
  • Bachelor's degree in Finance, Accounting, or Information Technology is a plus

Responsibilities

  • Collaborate with diverse Finance colleagues and firm-wide teams
  • Lead individual and team deliverables and projects in Finance
  • Ensure compliance with risk and regulatory standards
  • Promote and exemplify the Firm's values and standards
  • Analyze and properly allocate funding instruments costs and benefits
  • Support the design and enhancement of Funds Transfer Pricing methodologies
  • Conduct quantitative analysis for methodology evaluations and report findings

Benefits

  • Development and mentoring opportunities
  • Exposure to senior stakeholders in Finance and Risk
  • Collaboration with key stakeholders across various departments
  • Access to technology solutions for process improvement
  • Participation in stress testing and scenario analysis initiatives
Full Job Description
** THIS IS NOT A SENIOR LEVEL ROLE, IDEAL CANDIDATES WILL HAVE 4-7 YEARS OF EXPERIENCE. PLEASE ONLY APPLY IF THIS APPLIES TO YOU**

We're seeking someone to join our Forecasting and Planning team as a Director in Treasury to support the management of Firm funding.

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 Director level position within the

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
- Develop a holistic view of the Firm's balance sheet and ensure the proper costs and benefits of various funding instruments are properly allocated to the business units
- Support the design, implementation and enhancements of Funds Transfer Pricing (FTP) methodologies, including funding, liquidity and capital allocation framework
- Perform quantitative analysis to evaluate methodology changes and assess impacts across business lines and present conclusion to senior stakeholders in Finance, Risk and Businesses
- Assist in model validation, governance documentation and regulatory examinations related to FTP framework
- Support stress testing, forecasting and scenario analysis initiatives
- Assist in implementing technology solutions to improve FTP processes and analytics
- Develop and mentor junior resources on the team
- Build effective working relationships with other key stakeholders within Corporate Treasury as well as the front-office business units, Technology, broader Finance and Risk on all issues related to FTP

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 Knowledge of Bank balance sheet, funding products, liquidity risk and liquidity management is a plus
- Strong excel and quantitative skills
- Well-developed analytical capabilities, including ability to summarize complex business problems and detailed analysis with clarity and brevity
- An inquisitive and pro-active mindset with strong critical thinking skills
- Excellent verbal and written communication skills; general ability to express clearly and concisely ideas and concepts in written and oral form
- The ability to build relationships across the firm; must be comfortable interacting with and presenting to senior management
- Self-motivation and an eye for detail
- Bachelor's degree in a Finance, Accounting, or Information Technology-related field is a plus
- At least 4 -7 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 $145,000 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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