Morgan Stanley

FP&A Associate (IBD Finance)

Morgan Stanley$100K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • In-depth knowledge of Finance functional area and industry trends
  • Bachelor's degree in Finance/Accounting or related field
  • At least 4 years of relevant experience in finance or accounting
  • Exceptional project management skills with attention to detail
  • Strong interpersonal skills to build cross-business relationships

Responsibilities

  • Partner with ISG FP&A groups on model and data enhancements
  • Develop risk and control frameworks for Annual CCAR and Quarterly Stress Test processes
  • Facilitate governance meetings with Corporate FP&A, Risk, and business management teams
  • Evaluate and streamline processes for efficiency and compliance
  • Perform analyses and forecasting exercises as required
  • Identify ways to reduce risk in accordance with firm policies
  • Act as a culture carrier and uphold the Firm's values

Benefits

  • Support for employees and families throughout their work-life journey
  • Opportunities for career mobility within the organization
  • Access to comprehensive employee benefits and perks
  • Collaborative work culture fueled by diverse backgrounds
  • Commitment to diversity and inclusion in the workplace
Full Job Description
We're seeking someone to join our IBD Finance FP&A team as a Specialist in the Finance Division to drive various activities related to oversight of the Annual CCAR submission, Quarterly Stress Test processes, Annual Budget process as well as other analyses as required by the Business Unit (BU).

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 / 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

What you'll do in the role:
-Partner with other ISG (Institutional Securities Group) FP&A groups and ISG Finance product controllers on model and data enhancements
-Develop risk & control frameworks, manage governance documentations, policies, and procedures as required for QST / annual CCAR
-Assist with facilitating governance meetings and coordinate with Corporate FP&A, Risk, and business management teams to perform governance and control related tasks
-Evaluate and streamline processes and control frameworks to ensure efficiency and compliance with internal governance standards
-Perform a wide variety of analyses and forecasting exercises as required
-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

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
-Demonstrated ability to prioritize and manage multiple projects/tasks, manage expectations and complete deliverables in a timely manner with exceptional attention to detail
-Capable of succinctly summarizing complex accounting and/or reporting results
-Exceptional project management skills
-Sound business judgement
-Strong interpersonal skills, including a balance of assertiveness and building cross-business relationships
-At least 4 years' relevant experience would generally be expected to find the skills required for this role
-Bachelor's degree in Finance/Accounting or related field

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 $100,000 and $120,000 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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