Treasury Legal Entity Management, Booking Model and RRP - Director (AVP)

Morgan Stanley•New York, NY

2d•$100,000 - $140,000

About The Position

We're seeking someone to join our Legal Entity Management (LEM) team as a Director in Treasury to work on inter-affiliate funding 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 a Director 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. This is not a senior level role. Ideal candidates will have 4-7 years of experience

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
Multi-year experience in strategic planning, strategy execution, management consulting, investment banking, sales & trading, corporate treasury or a similar role
Strong understanding of business strategy, project management, and change management principles
A foundation in finance, accounting, or capital markets; Experience with balance sheets and financial impact analysis, Derivatives experience is of particular interest
Excellent analytical capabilities and problem-solving skills, including the ability to summarize complex business problems and detailed analysis with clarity and brevity
Proven ability to collaborate and communicate effectively with diverse teams and stakeholders using your strong written and verbal communication skills
A strong motivation to take responsibility for your work and deliver positive results by leveraging your organization and time management skills
Worked in a high-paced environment and ability to manage multiple projects and priorities simultaneously
Advanced knowledge of Microsoft Office products
At least 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 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
Assess proposed changes to the Firm's Booking Models and analyze impact on liquidity, funding, and capital requirements on the Firm and on a legal entity basis
Assist in evaluating the impact of changes to regulatory requirements to the Firm's legal entities, including changes to Booking Models and / or legal entity structures
Evaluate opportunities to rationalize the firm's Booking Model inventory in an effort to simplify and streamline operations
Manage the governance of Booking Model Framework, including support of Senior Committee and working group meetings and agendas
Support the Material Entity Designation process
Support Recovery and Resolution related Firm efforts, meeting regulatory deliverables and addressing regulatory feedback
Assist in managing and reviewing liquidity and capital requirements for Material Service Entities
Coordinate among different groups across Corporate Treasury, Controllers, BU, etc. across the Firm to support strategic initiatives