Corporate Treasury, Recovery and Resolution Planning Modeling - Associate

Morgan-Stanley; Town of Islip (NY); On-site; USD 90,000 - 115,000; Full time

Job summary

Morgan Stanley in New York, NY seeks an Associate in Treasury to support the development and enhancements of Global Recovery and Resolution Financial Models within the RRP team. You will collaborate across Finance and the Firm, deliver complex analyses, support regulatory submissions and governance reviews, and drive remediation efforts in response to feedback.

Required: Bachelor's in Finance or Accounting and 3+ years’ relevant experience; advanced Excel and PowerPoint; Power BI or Tableau

Qualifications

• Bachelor's degree in Finance or Accounting required.
• 3+ years of relevant experience in treasury, finance or regulatory planning.
• Strong knowledge of Excel, PowerPoint and data visualization tools (PowerBI/Tableau).

Responsibilities

• Collaborate with Finance and Firm colleagues across the organization.
• Manage individual and team deliverables and projects leveraging Finance knowledge.
• Adhere to risk and regulatory standards, policies and controls.
• Act as a culture carrier and uphold Firm values.
• Identify and drive additional use cases of the models in BAU operations.
• Interface between SMEs and governance bodies/external regulators.
• Present to governance committees and engage with second/third lines of defense.
• Handle ad hoc requests from senior management and aid decision-making.
• Research, analyze and resolve data issues; support regulatory submissions.
• Collaborate across teams to implement strategic change initiatives and remediation efforts.

Skills

Analytical thinking

Strong communication

Financial acumen

Problem solving

Education

Bachelor's degree in Finance or Accounting

Regulatory/compliance knowledge (nice to have)

Tools

Excel

PowerPoint

PowerBI

Tableau

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.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.** 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 feedbackWhat 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 roleWHAT 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 $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.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 .