Associate, Capital Planning (CCAR)

Morgan Stanley•New York, NY

8d•$90,000 - $115,000

About The Position

We’re seeking someone to join as an Associate in the Capital Planning team to work on a number of regulatory and internal Capital Planning deliverables. 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 an associate level 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.

Requirements

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
Strong writing skills, including ability to summarize various governance requirements with clarity and brevity
Excellent communication, interpersonal and client service skills, including ability to identify linkage between various governance requirements and practical applications
Adept at working in a fast-paced, high-energy environment
Proven track record of great teamwork and ability to work across organizational boundaries
Ability to work on multiple projects under a compressed timeline
Strong sense of ownership and accountability for work
Self-motivated and able to work independently
At least 2-4 years' relevant experience would generally be expected to find the skills required for this role

Responsibilities

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
Support execution of Comprehensive Capital Analysis and Review (CCAR) and Quarterly Stress Test governance, including producing meeting materials for senior management and Board-level meetings, setting quarterly and on-going governance requirements/ calendar
Provide guidance to input providers on bridging the gap between governance requirements and how they are applied in practice; collaborate with various stakeholders on annual policy and procedures narrative updates
Liaise with Internal Audit and Process Validation functions
Support capital planning governance initiatives/ regulatory requests
Facilitate cross-functional meetings to review and challenge management assumptions and overlays