Capital Planning and Analytics
About The Position
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.
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
- 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)
- At least 6 years' relevant experience would generally be expected to find the skills required for this role
Nice To Haves
- Familiarity with CCAR / stress testing topics, a plus but not required
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
- 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
Benefits
- Comprehensive employee benefits and perks in the industry
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What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
