Capital Planning Transformation/PMO - Associate

Morgan Stanley•New York, NY

1d•$90,000 - $115,000

About The Position

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.

Requirements

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

Nice To Haves

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

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