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Capital Planning Associate

Capital Planning Associate

CompanyMorgan Stanley
LocationNew York, NY, USA
Salary$80000 – $115000
TypeFull-Time
DegreesBachelor’s
Experience LevelEntry Level/New Grad, Junior

Requirements

  • Professional experience in financial services, accounting or management consulting
  • Bachelor’s degree
  • Strong communication skills both oral and written
  • Well-developed problem-solving skills, with proven ability to operate independently
  • Analytical mindset with attention to detail
  • Self-motivation and the ability to work well in a team
  • Ability to work 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)

Responsibilities

  • Support internal stress testing preparation and production activities at the Firm’s US Banks
  • Assist in the preparation for the US Bank’s compliance with DFAST
  • Perform strategic capital and financial analysis across the Firm’s various legal entities
  • Assist with global Capital Policy writing, analysis and training
  • Assist in the production and coordination of presentations for Firm 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

Preferred Qualifications

  • Familiarity with CCAR / stress testing topics, a plus but not required