Morgan Stanley

Corporate Treasury, Recovery and Resolution Planning Modeling - Associate

Morgan Stanley$90K — $115K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in finance or a related field
  • Advanced knowledge of Microsoft Office, especially Excel and PowerPoint
  • Experience with complex financial products such as derivatives and secured funding
  • Prior exposure to Recovery and Resolution planning, whether directly or through consulting
  • Strong analytical skills and attention to detail
  • Excellent written and verbal communication skills
  • Familiarity with data visualization tools like PowerBI or Tableau is a plus

Responsibilities

  • Collaborate with Finance colleagues and teams across the Firm
  • Manage individual and team projects using finance knowledge and tools
  • Ensure compliance with risk and regulatory standards
  • Promote the Firm's values and personal accountability
  • Identify new use cases for financial models in regular operations
  • Evaluate the impact of changes on Firm resiliency and suggest mitigations
  • Interface with subject matter experts and governance bodies

Benefits

  • Comprehensive health and wellness programs
  • Retirement savings plans
  • Opportunity for professional development and career advancement
  • Access to wellness resources and social programs
  • Performance-based bonuses and incentive compensation
Full Job Description

We're seeking someone to join our Recovery and Resolution Planning (RRP) team as an Associate in Treasury to support the development, implementation, and process improvements of the Global Recovery and Resolution Financial Models.

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 Associate 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.


**To qualify, applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status**


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
- Identify and drive additional use cases of the models in a business-as-usual environment
- Act as a subject matter expert to evaluate any impacts that changes to the Firm's activities (e.g., new products) may have on its resiliency and resolvability and recommend mitigating actions
- Serve as the interface between topical subject matter experts and internal governance bodies and external regulators
- Present to various Firm governance committees and drive discussions with second and third lines of defense
- Manage and execute ad hoc requests/inquiries from senior management and aid in decision making process
- Research, analyze and recommend solutions around data issues and perform necessary steps to resolve
- Support global regulatory submissions and ad hoc governance or regulatory requests
- Collaborate across multiple teams to implement strategic change initiatives and remediation efforts in response to regulatory feedback

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
- Well-developed analytical capabilities, including ability to summarize complex business problems and detailed analysis with clarity and brevity
- Strong written and verbal communication skills, and ability to adapt to your audience
- Advanced knowledge of Microsoft Office products is required, with particular focus on Excel and PowerPoint
- Experience with complex financial products including derivatives, secured funding, deposits and lending
- Experience with the implementation of complex financial models and data management in a strategic IT environment
- Excellent communication and interpersonal skills
- Adept at working in a fast-paced, high-energy level environment
- Aptitude for detail and a strong commitment to accuracy
- A proactive nature with the determination to see tasks through from beginning to end
- Bachelor's degree in Finance, Accounting or a related field of study beneficial
- Prior experience in Recovery and Resolution planning a plus (directly or via consulting/regulatory roles)
- Prior experience with PowerBI and/or Tableau a plus
- At least 3 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 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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