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Morgan Stanley · 3 days ago

VP/AVP - Institutional Securities Group Finance - FP&A

New York, NY

Full-time

Onsite

Mid Level

$100K/yr - $175K/yr

4+ years exp

Morgan Stanley is a leading global financial services firm, and they are seeking a VP/AVP to join their ISG FP&A team. The role involves supporting the annual CCAR submission, quarterly stress tests, and budget processes for the ISG segment, while collaborating with various finance groups and ensuring adherence to risk and regulatory standards.

Asset ManagementFinanceFinancial ServicesLending

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

Partner directly with the central FP&A, ISG FP&A, and Bank FP&A groups as well as ISGF product controllers on model and data enhancements

Liaise with Corporate & Bank FP&A around additional legal entity governance and reporting

Assist with the CCAR submission and future enhancement processes

Help to coordinate PPNR and BS deliverables and deadlines, and provide guidance to BU and GPC leads and stakeholders

Assist with the production of presentation decks for business unit and firm management reviews as part of the CCAR governance process, including forums such as Review and Challenge and Management Overlay Review Forum (MORF)

Collaborate with the various GPC leads, Strats, Model Developers, and BU COOs on the build out of new and existing models - act as a central provider of all the historical data used to build out the new regression/enhanced PPNR and BS models across the trading desks

Work very closely with the various product control teams within the organization globally

Qualification

Financial reportingFinancial analysisCCAR submissionAnalytical skillsInterpersonal skillsChange agent mentalityTime managementTeam-player attitude

Required

In-depth knowledge of Finance functional areas, 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 background in financial reporting and accounting

Strong analytical skills and the ability to translate complex financial schedules into meaningful analysis and presentations

Strong interpersonal skills, with a balance of assertiveness and building cross-business relationships

Effective time management skills and the ability to meet tight deadlines and handle pressure situations

Ability to handle multiple tasks in a timely and effective manner and thrive in a fast-paced environment

Team-player attitude with strong communication skills

Change agent mentality with proven ability to drive process changes

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