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Executive Director, Capital Planning

Morgan Stanley
New York, USA
between $190,000 and $250,000 per year
Closing date
Jul 26, 2024

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Team Profile:
The Capital Team manages the Firm's long-term capital resources on a global basis. The Team develops policies regarding equity capital requirements, capital structure, dividends and stock repurchases; promotes the optimal use of Firm capital while ensuring compliance with regulatory and Firm capital requirements; provides strategic analysis and guidance around issues and transactions with capital implications; and co-ordinates capital stress testing for the Firm and its U.S. bank subsidiaries.

About us:
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Morgan Stanley provides a superior foundation for building a professional career - a place for people to learn, achieve and grow. We are focused on bringing together different backgrounds, experience, and talents to deliver world-class service. If you are a driven self-starter, client-focused, and eager to contribute to a leading Global Financial Services firm, please apply. We welcome all backgrounds and experiences, and no direct industry experience is required.

Role will require in office attendance 3 days in office located in Midtown/Downtown

We offer:
> Work in the Finance department of one of the world's top tier Financial Institutions and gain first-hand insight of our business
> A desirable compensation and benefits package including eligibility for an annual bonus
> Professional development opportunities including access to Morgan Stanley's world-class internal trainings
> Enriching challenges that provide opportunity for constant learning and advancement
> A supportive and vibrant diverse environment, we are inclusive of individual backgrounds and leverage them to foster our work environment and culture

You will:
> Perform strategic capital and financial analysis to support Senior Management decision-making
> Lead capital recovery plan analysis, documentation and regulatory deliverables
> Lead capital impact analysis related to new/proposed regulatory rules, new initiatives, and new products
> Present capital planning results, optimization strategies and regulatory updates to Senior Management Committees
> Drive capital planning process enhancement and transformation
> Create and review documentation for the Firm's capital contingency plan and capital adequacy assessment

You have:
> Experience in Capital Planning and Stress Testing at a large financial institution
> Significant professional experience in financial services or management consulting
> Proficient in Microsoft Excel, high degree of technical proficiency (e.g., MS Office) and ability to learn quickly
> Strong analytic, writing and presentation skills, including ability to summarize complex business problems and detailed analysis with clarity and brevity
> Excellent communication, interpersonal and client service skills
> Ability to manage and develop a high-performing team
> Adept at working in a fast-paced, high-energy environment
> Proven track record of great teamwork and ability to work across organizational boundaries
> Ability to work on multiple projects under a compressed timeline
> Strong sense of ownership and accountability for work
> Self-motivated and able to work autonomously
> MBA, CPA and/or CFA is a plus but not required
> Diversity of thought

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 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: 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.

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.

Expected base pay rates for the role will be between $190,000 and $250,000 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.

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