Morgan Stanley · 1 month ago
PBG Retail Lending Strategist, VP
New York, NY
Full-time
Onsite
Mid, Senior Level
$110K/yr - $190K/yr
5+ years expMorgan Stanley is seeking a Vice President level Financial Modeling Strategist for their Private Banking Group’s Strategists and Modeling team. The role involves collaborating with the banking business to provide financial analytics and support revenue-generating activities through model development, forecasting, and risk management.
Asset ManagementFinanceFinancial ServicesLending
Responsibilities
Develop econometric models used for forecasting product revenues and asset balances based upon macroeconomic variables and historical and current product-level characteristics
Determine and create valuation and risk management models that will feed the Firm’s books and records for the bank’s Retail holdings
Build prototype and productionize model code; write and maintain Python / R / C++ code for forecasting engine with version and process controls
Perform statistical tests and write model documentation
Monitor and analyze the effectiveness of current balance sheet, valuation, and risk models, and make enhancements as needed
Coordinate with data providers and end users
Communicate technical content to management, model validation teams, internal audit, and regulators
Perform ad hoc investigations as per business requirements
Participate in model integration effort between MS and E•TRADE
Ensure compliance with regulatory requirements such as CCAR
Qualification
Required
PhD in Economics, Statistics, Data Science, Mathematics, Physics, Engineering, or other quantitative/computational fields is preferred
Master degree in Computational Finance or Mathematical Finance will also be considered
Experience in data analysis and developing econometric and statistical models, preferably with financial applications
Strong hands-on technology skills are a core requirement
Python and C++ are must-have skills
Familiarity with Linux is a plus
Effective communication & collaboration skills are required
5+ years of financial industry experience is preferred
Benefits
Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs
Company
Morgan Stanley
Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1997-02-05IPO
Leadership Team
James Gorman
Chairman and CEO
Ted Pick
Chief Executive Officer (CEO)
Recent News
2026-01-09
Benzinga.com
2026-01-09
2026-01-09
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