Corporate FP&A - CCAR and Capital Planning Team - Analyst, New York
Morgan StanleyAbout the role
Company Profile
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Department Profile
The Finance Division reports to the Chief Financial Officer and consists of some 3,000 employees worldwide. Finance protects the Morgan Stanley franchise by serving as guardian of the Firm's books and records, and by contributing to firm wide risk management and risk reduction. This division maintains relationships with Morgan Stanley's various industry and government regulators and also serves as the conduit of financial information to the outside investment community. Finance plays a critical role as advisor to Morgan Stanley's various businesses and its senior management team.
Team Profile
Corporate Financial Planning & Analysis (Corporate FP&A) is responsible for leading firmwide planning and forecasting processes, management reporting and performing strategic analyses of the Firm's global businesses to support strategic decision-making. Corporate FP&A supports and interacts with Firm leadership, the Firm's Board of Directors and various Firm regulators. Additionally, Corporate FP&A collaborates closely with Business lines and their Finance teams, Investor Relations, Global Controller teams, Treasury, Capital and the Risk Department.
Key Responsibilities
We are recruiting for a First-Year Analyst to work on aspects of FP&A Budgeting and Forecasting. The analyst will assist with and develop knowledge in Balance Sheet and Pre-Provision Net Revenue (PPNR) related to Annual Comprehensive Capital Analysis and Review (CCAR) and Quarterly Stress Testing (QST). Support monitoring of Actuals and its tracking against Plan / Forecast and ad-hoc sensitivity analysis. The analyst will support deliverables of key materials to the team manager.
Key responsibilities include:
> Analyze and prepare financial dashboards in Excel and other software applications
> Synthesize financial model data
> Work with stakeholders in Finance to make informed decisions based on analytics
> Prepare PowerPoint presentations and Meeting Minutes for distribution
Qualifications
> 0-1 years of experience in Financial services or related field
> An interest or familiarity with financial markets; Knowledge of accounting principles
> Strong written and verbal communication skills
> Proficiency with Microsoft PowerPoint and Excel
> Ability to demonstrate analytical and collaboration/relationship building skills
> Bachelor Degree in Business Related Major
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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.
Expected base pay rates for the role will be between $70,000 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 prog
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