Finance Transformation/PMO - Associate

We're seeking someone to join our Transformation team as an Associate in Capital Planning to work across a variety of internal and regulatory initiatives.

In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm's financial and capital resources. This is a associate level position within our Corporate Treasury & Capital Planning Job Family which is responsible for planning, managing, forecasting and optimizing capital, liquidity and funding resources; governance oversight of Treasury and Capital Planning; setting frameworks, policies and guidelines for appropriate management of these resources; managing regulatory deliverables and exams; managing CCAR/Capital Stress Testing process.

Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

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
- Serve as the dedicated Scrum Master for the Capital Planning Transformation team, leading the squad in using Agile methodology and scrum practices
- Drive accountability of squad members, including developing the team to help the team to achieve higher levels of scrum maturity and velocity
- Prepare materials for Agile ceremonies and management/stakeholder reporting
- Provide production support over the Firm's systems and processes used for Comprehensive Capital Analysis & Review (CCAR)
- Collaborate with Capital Planning SMEs, BAs, and Technology to document current processes, identify pain points, and support the design and testing of new tools.
- Prepare training materials, documentation, and test scripts for new features and capabilities to facilitate onboarding of end-user stakeholders
- Coordinate user training and user acceptance testing of enhancements across impacted stakeholder groups
- Design and develop dashboard and automations using digital tooling

What you'll bring to the role:
- 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
- Strong communication skills both oral and written are essential, as the successful candidate will be dealing with clients and our partners across the various divisions of the Firm
- Self-driven, self-motivated, dedicated and able to work well in a team but equally able to take on a challenge independently
- Experience in using Microsoft products (Excel, Word, Project, PowerPoint, Power BI)
- Experience serving as an Agile Scrum Master is preferred, including backlog management, story writing, and sprint planning
- Knowledge of capital or financial forecasting and/or regulatory reporting processes is preferred
- Familiarity with automation tools such as UI Path, Alteryx, Power Automate, or similar platforms to streamline manual processes is a plus
- 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.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

Expected base pay rates for the role will be between $90,000 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 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).