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Morgan Stanley

Associate, Capital Planning (CCAR)

Reposted 2 Months Ago
Be an Early Applicant
In-Office
New York, NY, USA
90K-115K Annually
Mid level
In-Office
New York, NY, USA
90K-115K Annually
Mid level
Support capital planning and CCAR governance by preparing senior- and Board-level materials, coordinating governance calendars, liaising with stakeholders (Internal Audit, Process Validation), guiding input providers, and facilitating cross-functional reviews to challenge assumptions and respond to regulatory requests.
The summary above was generated by AI

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.

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
- 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

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
- 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

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.

HQ

Morgan Stanley New York, New York, USA Office

1585 Broadway, New York, NY, United States, 10036

Morgan Stanley New York, New York, USA Office

522 5th Ave, New York, NY, United States

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