Corporate Treasury, Recovery and Resolution Planning Modeling - Associate

Reposted Yesterday
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New York, NY, USA
In-Office
90K-115K Annually
Mid level
Fintech • Financial Services
The Role
Supports global Recovery and Resolution Planning financial models within Corporate Treasury. Responsibilities include model development and implementation, data issue resolution, regulatory submissions, governance presentations, resiliency and resolvability analysis, senior management inquiries, and strategic remediation initiatives. The role collaborates with Finance, subject matter experts, governance committees, regulators, and multiple lines of defense while ensuring compliance with financial risk and regulatory standards.
Summary Generated by Built In

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 feedback

What 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 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 $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.

Skills Required

  • Legally authorized to work in the United States without current or future employment visa sponsorship
  • At least 3 years of relevant experience
  • Advanced knowledge of Microsoft Office, particularly Excel and PowerPoint
  • Experience with complex financial products, including derivatives, secured funding, deposits, and lending
  • Experience implementing complex financial models and managing data in a strategic IT environment
  • Strong analytical, written, verbal, communication, and interpersonal skills
  • Ability to work in a fast-paced environment with strong attention to detail and accuracy
  • Bachelor's degree in Finance, Accounting, or a related field
  • Prior Recovery and Resolution Planning experience, directly or through consulting or regulatory roles
  • Experience with Power BI and/or Tableau

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.

  • Parental & Family Support Family support is extensive, with paid parental leave for all parents, adoption and fertility assistance, backup childcare, and eldercare resources. Feedback suggests these programs meaningfully enhance the overall package and help with retention.
  • Healthcare Strength Health coverage spans medical, dental, vision, mental‑health access, care navigation, and expert second opinions. Convenient primary care access and condition‑specific support reinforce the depth of healthcare coverage.
  • Equity Value & Accessibility Equity compensation and stock ownership are positioned as core motivators that encourage commitment and retention. Feedback suggests education and support are provided to help participants manage equity and related financial benefits.

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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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