VP/AVP - Institutional Securities Group Finance - FP&A - New York, New York, United States of America

We are seeking someone to join our ISG FP&A team in ISG Finance to support the annual CCAR submission and quarterly Stress Test processes, as well as the annual budget for the ISG segment. The ISG FP&A team also performs a wide variety of analyses and forecasting exercises, as re ...

Job description

We are seeking someone to join our ISG FP&A team in ISG Finance to support the annual CCAR submission and quarterly Stress Test processes, as well as the annual budget for the ISG segment. The ISG FP&A team also performs a wide variety of analyses and forecasting exercises, as required, for the business unit and the ISG CFO.

In the Finance division, we act as partners to business units around the globe by providing management reporting, review, analysis and advisory services relating to the Firm's financial and capital resources. This is a Director/VP level position within our Financial Planning & Analysis Job Family which is responsible for the firm's budget, forecast, internal management reporting and financial analysis to provide insight into the firm's current and expected financial performance. FP&A is a contributor to the Firm's CCAR process. 

What you'll do in the role:

•    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 

•    Partner directly with the central FP&A, ISG FP&A, and Bank FP&A groups as well as ISGF product controllers on model and data enhancements

•    Liaise with Corporate & Bank FP&A around additional legal entity governance and reporting 

•    Assist with the CCAR submission and future enhancement processes 

•    Help to coordinate PPNR and BS deliverables and deadlines, and provide guidance to BU and GPC leads and stakeholders 

•    Assist with the production of presentation decks for business unit and firm management reviews as part of the CCAR governance process, including forums such as Review and Challenge and Management Overlay Review Forum (MORF) 

•    Collaborate with the various GPC leads, Strats, Model Developers, and BU COOs on the build out of new and existing models - act as a central provider of all the historical data used to build out the new regression/enhanced PPNR and BS models across the trading desks

•    Work very closely with the various product control teams within the organization globally

What you'll bring to the role: 

•    In-depth knowledge of Finance functional areas, 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 

•    Strong background in financial reporting and accounting

•    Strong analytical skills and the ability to translate complex financial schedules into meaningful analysis and presentations

•    Strong interpersonal skills, with a balance of assertiveness and building cross-business relationships

•    Effective time management skills and the ability to meet tight deadlines and handle pressure situations

•    Ability to handle multiple tasks in a timely and effective manner and thrive in a fast-paced environment

•    Team-player attitude with strong communication skills

•    Change agent mentality with proven ability to drive process changes

•    At least 4 years' relevant experience would generally be expected to find the skills required for this role

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.

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Expected base pay rates for the role will be between $100,000 and $175,000 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's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).