Capital Planning & Analytics - Associate

We are seeking someone to join our U.S Bank Capital Planning team as an Associate 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 an Associate level position within the 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 internal stress testing preparation and production activities at the Firm's US Banks
• Perform strategic capital and financial analysis across the Firm's various legal entities
• Assist with drafting policies and procedures
• Assist in the production and coordination of presentations for Firm and Bank 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

What you’ll bring:

• 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
• 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)
• Familiarity with CCAR / stress testing topics, a plus but not required
• Bachelor's degree and strong academic credentials
• Professional experience in financial services, accounting or management consulting
• At least 2 years' relevant experience would generally be expected to find the skills required for this role

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.