Institutional Securities Group FP&A CCAR Business Director

Morgan Stanley

Baltimore (MD)

On-site

USD 90,000 - 155,000

Full time

14 days+
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Benefits offered by this job

Medical Insurance
Dental Insurance
Vision Insurance
401(k) Plan
Paid Time Off
Disability Insurance
Parental Leave
Special Employee Perks

Job summary

An established industry player is seeking a detail-oriented finance professional to join their Institutional Securities Group. This role offers the chance to develop risk and control frameworks while collaborating with various teams to ensure compliance and efficiency in governance processes. You will engage in analyses and forecasting exercises that are vital to the firm's operations. This is a unique opportunity to deepen your understanding of global business practices in a dynamic environment. If you are a self-starter with strong project management skills and a passion for finance, this position is perfect for you.

Qualifications

  • 3-5+ years of relevant experience in finance or accounting.
  • Ability to manage multiple projects with attention to detail.

Responsibilities

  • Assist in developing risk & control processes for CCAR submissions.
  • Evaluate and streamline governance processes for efficiency.

Skills

Project Management
Analytical Skills
Interpersonal Skills
Communication Skills

Education

Bachelor's degree in Finance/Accounting

Job description

About us:

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Morgan Stanley provides a superior foundation for building a professional career - a place for people to learn, achieve and grow.


Department Profile:

The Finance Division reports to the Chief Financial Officer and consists of some 3,000 employees worldwide. Finance protects the Morgan Stanley franchise by serving as guardian of the Firm's books and records, and by contributing to firm wide risk management and risk reduction. Finance plays a critical role as advisor to Morgan Stanley's various businesses and its senior management team.


Team Profile:

The ISG FP&A team oversees the Annual CCAR submission and Quarterly Stress Test processes, as well as the Annual Budget process for the ISG segment. The ISG FP&A team also performs a wide variety of analyses and forecasting exercises as required for the business unit and the ISG CFO.


You will:

We are seeking a candidate to assist the Institutional Securities Group FP&A in developing risk & control related processes related to the Firm's annual CCAR and quarterly stress testing submissions, as well as managing associated governance activities. This role will require coordination with Internal Audit, Risk, Finance and Business Management teams to perform several governance, control and projects related tasks. This position provides a unique opportunity to obtain detailed knowledge and related expertise of the significant aspects of the Institutional Securities Group's global businesses.

  1. Partner with the other FP&A groups as well as ISGF product controllers on model and data enhancements and projects
  2. Develop risk & control frameworks, manage governance documentation, policies, and procedures as required for quarterly/Annual CCAR
  3. Assist in facilitating governance meetings and coordinate with Corp FP&A, Risk, and business management teams to perform governance and control related tasks
  4. Evaluate and streamline processes and control frameworks to ensure efficiency and compliance with internal governance standards
  5. Perform a wide variety of analyses and forecasting exercises as required

Qualifications - External

You have:

  1. 3-5+ years of relevant experience
  2. Bachelor's degree in Finance/Accounting or related field
  3. Demonstrated ability to prioritize and manage multiple projects/tasks, manage expectations and complete deliverables in a timely manner with a keen attention to detail
  4. Capable of clearly and concisely summarizing complex accounting and/or reporting results
  5. Self-starter with project management experience and sound business judgement
  6. Strong Interpersonal Skills- with an ability to develop strong business relationships across various levels of seniority
  7. Team player with strong communication skills

Salary range for the position: $90,000 - $155,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees.


Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

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