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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 validation and submissions.
Contribute to ongoing CCAR automation initiatives by providing business input and process support.
Support ad hoc deliverables, management reporting, and related analyses.
Help develop value-added analytics to support management decision-making.
What You Bring:
Bachelor’s degree in Finance, Economics, Accounting, or a related field
Strong analytical and technical skills
Self-motivated with a strong commitment to quality and accuracy
Ability to adapt to new challenges in a dynamic environment with shifting priorities
Comfortable working in a fast-paced environment
Strong interpersonal and communication skills, both written and verbal
Strong attention to detail and solid organizational skills
Proficient in Microsoft Office, including Excel, PowerPoint, and Word
Skills Preferred
Relevant internship experience, coursework, or prior exposure to FP&A, stress testing, or CCAR at a financial institution is a plus.
We are committed to bringing together diverse backgrounds, experiences, and perspectives to deliver world-class service. If you are a motivated self-starter, client-focused, and eager to contribute to a leading global financial services firm, we encourage you to apply. We welcome candidates from a variety of backgrounds, and direct industry experience is not required.
What You Can Expect from Morgan Stanley:
At Morgan Stanley, we have a long track record of innovation and a passion for unlocking new opportunities. We help our clients raise, manage, and allocate capital by offering a broad range of investment banking, securities, wealth management, and asset management services. Everything we do is guided by our five core values: doing the right thing, putting clients first, leading with exceptional ideas, committing to diversity and inclusion, and giving back. These are not just beliefs—they guide the decisions we make every day and help us deliver for our clients, communities, and employees around the world. At the core of our success are the people who drive it—collaborative, creative thinkers who bring diverse perspectives and experiences. Across our global offices, employees have the opportunity to work alongside talented colleagues in an environment designed to support growth and long-term development. We are proud to support our employees and their families throughout their careers by offering comprehensive benefits and resources.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years.  Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.
Salary range for the position: $60,000-$90,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
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