Capital Planning Transformation - Associate

Morgan Stanley

Base: $100,000 to $120,000 py; bonus/equity: commi...
Capital planning transformation experience
Power bi dashboard design and data modeling
Alteryx workflow automation skills
This role partners closely with Capital Planning subject matter experts, Finance, Risk stakeholders, and Technology to deliver measurable process improvements

Job Summary

  • This role partners closely with Capital Planning subject matter experts, Finance, Risk stakeholders, and Technology to deliver measurable process improvements.
  • The successful candidate will serve as the squad's Scrum Master, facilitating Agile ceremonies and removing blockers to improve team velocity.
  • Morgan Stanley offers a comprehensive benefits package and opportunities to work alongside diverse teams in over 40 countries.

Matching Summary

This role partners closely with Capital Planning subject matter experts, Finance, Risk stakeholders, and Technology to deliver measurable process improvements.

Salary

Base: $100,000 to $120,000 per year; Bonus/Equity: Commission, incentive compensation, discretionary bonuses possible; Benefits: Comprehensive employee benefits and perks

Skills & Requirements

Must-have

  • Capital Planning transformation experience
  • Power BI dashboard design and data modeling
  • Alteryx workflow automation skills
  • CCAR regulatory reporting knowledge
  • Scrum Master facilitation capabilities

Nice-to-have

  • AI-enabled tools for analysis acceleration
  • Strong oral and written communication skills
  • Self-driven ability to operate independently
  • Experience with financial forecasting processes
  • Culture carrier mindset and values alignment

Key Requirements

  • At least 3 years of relevant experience
  • Experience in financial services sector
  • Exposure to CCAR or stress testing processes

Work Rights

Not specified

Tailored Resume

Cover Letter