Capital Planning and Analytics, AVP/Director

Reposted 26 Days Ago
Be an Early Applicant
New York, NY, USA
In-Office
95K-155K Annually
Senior level
Fintech • Financial Services
The Role
Lead capital planning, liquidity, and funding analysis and governance for the Firm. Manage CCAR/capital stress testing and regulatory deliverables (DFAST), produce senior management presentations, enhance automation and controls, and provide strategic capital analysis across legal entities.
Summary Generated by Built In

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.

Skills Required

  • In-depth knowledge of finance functional area, product and/or client segments
  • At least 6 years' relevant experience
  • Experience with capital planning, liquidity, funding, and Treasury operations
  • Experience managing regulatory deliverables and exams (e.g., DFAST, CCAR)
  • Proficiency with Microsoft Excel
  • Proficiency with Microsoft Word
  • Proficiency with Microsoft PowerPoint
  • Well-developed analytical capabilities; ability to summarize complex business problems clearly
  • Ability to operate independently and provide constructive feedback to improve processes
  • Strong sense of ownership, attention to detail, and accuracy
  • Ability to work well in a team and in a fast-paced, high-energy environment
  • Familiarity with CCAR / stress testing topics

Morgan Stanley Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Morgan Stanley and has not been reviewed or approved by Morgan Stanley.

  • Healthcare Strength — Health coverage is characterized as comprehensive, with medical, dental, vision, and added supports like One Medical and mental-health sessions. Feedback suggests the overall package is strong to excellent for a large financial-services employer.
  • Retirement Support — Retirement programs include a 401(k) with company matching and related financial benefits. These features are frequently highlighted as part of a broad, competitive package.
  • Parental & Family Support — Family benefits are noted for generous paid parental leave, fertility support, and caregiver leave. Feedback suggests these offerings stand out as a strength within the package.

Morgan Stanley Insights

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The Company
HQ: New York, NY
87,899 Employees

What We Do

Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide its more than 60,000 employees in 1,200 offices across 41 countries.

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