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E*TRADE from Morgan Stanley · 2 months ago

Finance Transformation/PMO - Associate

New York, New York, United States of America

Full-time

Onsite

Mid Level

$90K/yr - $115K/yr

4+ years exp

E*TRADE from Morgan Stanley is a global leader in financial services, committed to innovation and excellence. They are seeking an Associate to join their Transformation team in Capital Planning, responsible for managing and optimizing capital, liquidity, and funding resources, while ensuring compliance with regulatory standards.

BankingFinanceFinancial Services

Responsibilities

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

Qualification

Agile Scrum MasterCapital PlanningFinancial ForecastingMicrosoft ExcelAutomation ToolsCommunicationTeam CollaborationSelf-motivated

Required

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)

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