Corporate Treasury Forecasting & Planning - AVP/Director

Morgan StanleyNew York, NY
$90,000 - $145,000

About The Position

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 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

  • 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
  • Strong excel and quantitative skills
  • Well-developed analytical capabilities, including ability to summarize complex business problems and detailed analysis with clarity and brevity
  • An inquisitive and pro-active mindset with strong critical thinking skills
  • Excellent verbal and written communication skills; general ability to express clearly and concisely ideas and concepts in written and oral form
  • The ability to build relationships across the firm; must be comfortable interacting with and presenting to senior management
  • Self-motivation and an eye for detail
  • At least 4 -7 years' relevant experience would generally be expected to find the skills required for this role

Nice To Haves

  • Knowledge of Bank balance sheet, funding products, liquidity risk and liquidity management is a plus
  • Bachelor's degree in a Finance, Accounting, or Information Technology-related field is a plus

Responsibilities

  • 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
  • Develop a holistic view of the Firm's balance sheet and ensure the proper costs and benefits of various funding instruments are properly allocated to the business units
  • Support the design, implementation and enhancements of Funds Transfer Pricing (FTP) methodologies, including funding, liquidity and capital allocation framework
  • Perform quantitative analysis to evaluate methodology changes and assess impacts across business lines and present conclusion to senior stakeholders in Finance, Risk and Businesses
  • Assist in model validation, governance documentation and regulatory examinations related to FTP framework
  • Support stress testing, forecasting and scenario analysis initiatives
  • Assist in implementing technology solutions to improve FTP processes and analytics
  • Develop and mentor junior resources on the team
  • Build effective working relationships with other key stakeholders within Corporate Treasury as well as the front-office business units, Technology, broader Finance and Risk on all issues related to FTP

Benefits

  • Comprehensive employee benefits and perks in the industry
  • Ample opportunity to move about the business for those who show passion and grit in their work
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