Capital Planning and Analytics, AVP/Director

Morgan Stanley; New York (NY); On-site; USD 95,000 - 155,000; Full time

Job summary

Morgan Stanley in New York seeks a Director in Capital Planning to lead and collaborate across internal and regulatory initiatives, overseeing capital, liquidity and funding resources, governance, and risk management across the Firm.

The role supports CCAR stress testing, policy development, and production of presentations for senior management, with a focus on accuracy, initiative, and cross-division teamwork.

Qualifications

• In-depth knowledge of Finance functional area, product and/or client segment.
• Ability to operate independently with respect to most job responsibilities.
• Ability to provide positive and constructive feedback and innovate processes.
• Well-developed analytical capabilities with clarity and brevity.
• Self-motivation and the ability to work well in a team.
• Ability to work in a fast-paced, high-energy environment.
• Strong sense of ownership and accountability for work.
• Proficiency with Microsoft Office products (Excel, Word, PowerPoint).
• Familiarity with CCAR / stress testing topics is a plus.
• At least 6 years' relevant experience expected.

Responsibilities

• Collaborate with Finance and cross-Firm colleagues on deliverables and projects.
• Lead aspects of deliverables and projects with in-depth financial knowledge.
• Adhere to risk and regulatory standards and controls; identify risk reduction opportunities.
• Serve as a culture carrier aligned with Firm values and standards.
• Support internal stress testing preparation and production activities for US Banks.
• Assist in US Bank compliance with DFAST.
• Perform strategic capital and financial analyses across entities.
• Assist with global Capital Policy writing, analysis and training.
• Coordinate presentations for senior management and steering committees.
• Assist with capital planning and stress testing automation and governance initiatives.

Skills

Finance knowledge

Independent work

Analytical skills

Team collaboration

Microsoft Office

CCAR knowledge

Regulatory/compliance

Experience (6+ years)

Tools

Microsoft Office Suite

Job description

We\'re seeking someone to join our Analytics team as a Director in Capital Planning to work across a variety of internal and regulatory initiatives. 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 Corporate Treasury & Capital Planning job family which is responsible for the Firm’s Treasury and Capital Planning activities. Responsibilities include 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. Manage CCAR/Capital Stress Testing process. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

• This is not a senior level role. Ideal candidates will have 5-8 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
• Support internal stress testing preparation and production activities at the Firm\'s US Banks
• Assist in the preparation for the US Bank\'s compliance with DFAST
• Perform strategic capital and financial analysis across the Firm\'s various legal entities
• Assist with global Capital Policy writing, analysis and training
• Assist in the production and coordination of presentations for Firm senior management and steering committees
• Assist with capital planning and stress testing automation and process enhancements, including internal controls, review and challenge, and governance initiatives

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
• Well-developed analytical capabilities, including ability to summarize complex business problems and detailed analysis with clarity and brevity
• Self-motivation and the ability to work well in a team
• Ability to working in a fast-paced, high-energy level environment
• Strong sense of ownership and accountability for work, attention to detail and accuracy is essential
• Proficiency with Microsoft Office products (Excel, Word, PowerPoint)
• Familiarity with CCAR / stress testing topics, a plus but not required
• At least 6 years\' relevant experience would generally be expected to find the skills required for this role

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 $95,000 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.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.