Full Job Description
This position is based out of the Manhattan office locations in NY.
Key Responsibilities:
- Support the preparation and analysis of financial forecasts, budgets and long-term plans for the U.S. Banks (Balance Sheet, P&L, RWA, capital ratios, capital allocation, etc.), ensuring accuracy and alignment with corporate objectives
- Support the end-to-end Balance Sheet and PPNR processes for CCAR/Annual/Quarterly Stress Test and Resolution Planning submissions, including financial modeling and analysis, risk identification, documentation, and governance efforts
- Utilize multiple data sources to create management reporting including Balance and Revenue analysis, Expense analysis, and Key Risk Indicators
- Develop key analytics to enhance decision making and assist with the preparation of materials for the U.S. Banks' CFO, Senior Management, Board of Directors, and Regulators
- Contribute to process improvement and automation initiatives to enhance efficiency, data integrity and analytical capabilities
- Collaborate with Business Units, Corporate and Segment FP&A, Controllers, Treasury, Capital, Risk Management and others in support of the U.S. Banks' deliverables
Qualifications:
- Minimum of 5+ years of experience in financial planning & analysis, or related finance roles within financial services industry
- Bachelor's degree in Accounting, Finance, Economics, Statistics, Data Analytics, or a related field
- Strong aptitude for numbers and quick grasp of new reporting applications
- Ability to handle multiple projects, competing priorities and deadlines with high degree of flexibility all while working independently
- Strong understanding of CCAR, DFAST14A, capital planning framework and forecasting methodologies
- Strong analytical, problem solving and project management skills with high attention to detail
- Effective communication and interpersonal skills with the ability to work effectively across functions
- Advanced proficiency in Excel and Power Point
- Knowledge of TM1 application a plus
Expected base pay rates for the role will be between $90,000 and $155,000 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.
