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About the Role
This Associate/Director level position within the Corporate Treasury & Capital Planning team supports the management of Firm funding by planning, managing, forecasting, and optimizing capital, liquidity, and funding resources.
Responsibilities
- Collaborate with colleagues in Finance and across the Firm.
- 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.
- Embody and set an example of the Firm's values and hold yourself and others accountable to Firm standards.
- Develop a holistic view of the Firm's balance sheet and ensure proper costs and benefits of various funding instruments are allocated to business units.
- Support the design, implementation, and enhancements of Funds Transfer Pricing (FTP) methodologies, including funding, liquidity, and capital allocation framework.
- Perform quantitative analysis to evaluate methodology changes and assess impacts across business lines and present conclusions to senior stakeholders.
- Assist in model validation, governance documentation, and regulatory examinations related to FTP framework.
- Support stress testing, forecasting, and scenario analysis initiatives.
- Assist in implementing technology solutions to improve FTP processes and analytics.
- Develop and mentor junior resources on the team.
- Build effective working relationships with key stakeholders within Corporate Treasury, front-office business units, Technology, and broader Finance and Risk on FTP-related issues.
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.
- Knowledge of Bank balance sheet, funding products, liquidity risk, and liquidity management is a plus.
- Strong Excel and quantitative skills.
- Well-developed analytical capabilities, including ability to summarize complex business problems and detailed analysis with clarity and brevity.
- An inquisitive and pro-active mindset with strong critical thinking skills.
- Excellent verbal and written communication skills; general ability to express clearly and concisely ideas and concepts in written and oral form.
- The ability to build relationships across the firm; must be comfortable interacting with and presenting to senior management.
- Self-motivation and an eye for detail.
Skills
- Finance
- Treasury
- Forecasting
- Planning
- Funding Management
- Capital Planning
- Liquidity Management
- Risk Management
- Regulatory Compliance
- Funds Transfer Pricing (FTP)
- Quantitative Analysis
- Model Validation
- Stress Testing
- Scenario Analysis
- Technology Solutions
- Mentoring
- Stakeholder Management
- Excel
- Critical Thinking
- Communication
Location
- Global
Work Type
- Full-time
Experience Level
- Associate/Director
- 3-6 years
Education Level
- Bachelor's degree in a Finance, Accounting, or Information Technology-related field is a plus
Salary/Compensations
- $90,000 - $150,000 per year
Benefits
- Comprehensive employee benefits and perks
- Opportunity to move about the business
About the Company
- Morgan Stanley is a global leader in financial services, known for raising, managing, and allocating capital for clients since 1935.
- The company operates in over 40 countries, with a mission to evolve and innovate to better serve clients and communities.
- Morgan Stanley values include putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back.
- The company fosters an environment where employees are supported, empowered, and can collaborate with diverse, creative thinkers.
Equal Opportunity
- Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.
- Recruiting efforts reflect a strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
- The workforce reflects a broad cross-section of the global communities in which the company operates, bringing a variety of backgrounds, talents, perspectives, and experiences.