Morgan Stanley · 2 hours ago
Corporate FP&A Stress Testing Analytics - Associate/AVP
New York, NY
Full-time
Onsite
Mid Level
$110K/yr - $140K/yr
4+ years expMorgan Stanley is a global leader in financial services, always evolving and innovating to better serve clients. They are seeking an Associate to join their Corporate FP&A Stress Testing Analytics team, where the main responsibilities include translating data into analytical insights and supporting financial planning processes.
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
Being responsible for preparation, consolidation and analysis of key forecasting activities including but not limited to: CCAR PPNR (Pre Provision Net Revenue) and Balance Sheet Forecast, sensitivity analysis, and other ad-hoc financial information
Execute detailed analytical review of financials and identifying key themes and narratives related to projected financials
Engage and partner with teams across Finance and the wider organization including: Segment Finance (ISG, WM, IM, Infrastructure), Firm Strategy & Execution, Tax, Capital, Treasury, Corporate Reporting, Risk, Technology
Support advanced finance analytics including sensitivity and pro-forma reporting
Support projections process through TM1 system enhancements, improving system-based database. Review and analyze large data sets and work collaboratively with onshore and offshore finance, business segments, and technology teams
Standardize Corporate FP&A reporting packages, and work to migrate presentations to data visualization tools and build dashboards
Support the completion and submission of regulatory reporting where necessary ( i.e Y14-A schedules)
Qualification
Required
4-7 years of experience
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
Bachelor's degree in finance/accounting or related field
Strong analytical and problem-solving skills - ability to translate complex financial information into meaningful analysis
Excellent analytical, visualization, writing and presentation skills - ability to execute complex analysis and summarize for presentation to senior stakeholders
Ability to handle multiple tasks in a timely and effective manner and thrive in a fast-paced environment
Team player with good communication skills
Expert in Microsoft Office
At least 4 years' relevant experience would generally be expected to find the skills required for this role
Preferred
VBA knowledge is a plus
Experience with technology-enabled forecasting and data visualization tools (e.g., Planning & Analytics, Essbase, Hyperion, Power BI, Tableau)
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
2026-02-04
2026-02-04
2026-02-02
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