Capital Planning Leader—Analytics & Stress Testing

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

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.