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Institutional Securities Group (ISG) FP&A Associate - CCAR & Stress Testing

Morgan Stanley · Baltimore

Full-time Posted 4 days ago

About this role

We are seeking someone to join the Institutional Securities Group (ISG) Financial Planning & Analysis (FP&A) team. This role will support the annual Comprehensive Capital Analysis and Review (CCAR) submission and quarterly stress testing processes, while also contributing to analysis and forecasting activities for the business unit and the ISG CFO. In the Finance division, we partner with business units across the globe by providing management reporting, analysis, review, and advisory support related to the Firm's financial and capital resources

This is an Associate-level role within the Financial Planning & Analysis job family, which is responsible for budgeting, forecasting, internal management reporting, and financial analysis to provide insight into the Firm's current and expected performance. FP&A also plays an important role in the Firm's CCAR process. Team Profile The ISG Global FP&A team performs key analytical functions in collaboration with senior business leaders

Core responsibilities include supporting and coordinating aspects of the segment’s capital adequacy process, as well as developing value-added analytics that help senior management understand business performance and strategic priorities. The team supports all Institutional Securities products, including Equities, Fixed Income, and Investment Banking. What You Will Do: * Assist with ISG Balance Sheet and Net Revenue submissions for the annual CCAR and quarterly stress testing processes

* Coordinate and prepare submission templates in partnership with Global ISG Controllers and business COOs. * Support the preparation, review, and reconciliation of ISG forecast submissions for FR Y-14A. * Maintain CCAR consolidation models, supporting analyses, and presentation materials

* Document and retain supporting evidence for CCAR and quarterly stress testing compliance and control requirements. * Respond to inquiries from RRQA, Internal Audit, and external auditors related to data

Apply for this role on Morgan Stanley’s official careers site.

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