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Institutional Securities Group FP&A, Vice President
Institutional Securities Group FP&A, Vice President-June 2024
New York
Jun 19, 2025
ABOUT MORGAN STANLEY
Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals.
10,000+ employees
Financial Services, Technology
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About Institutional Securities Group FP&A, Vice President

  Team Profile:

  The ISG FP&A team oversees the Annual CCAR submission and Quarterly Stress Test processes, as well as the Annual Budget process for the ISG segment. The ISG FP&A team also performs a wide variety of analyses and forecasting exercises as required for the business unit and the ISG CFO.

  Department Profile:

  The Finance Division reports to the Chief Financial Officer and consists of some 3,000 employees worldwide. Finance protects the Morgan Stanley franchise by serving as guardian of the Firm's books and records, and by contributing to firm wide risk management and risk reduction. This division maintains relationships with Morgan Stanley's various industry and government regulators, and also serves as the conduit of financial information to the outside investment community. Finance plays a critical role as advisor to Morgan Stanley's various businesses and its senior management team.About us: Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Morgan Stanley provides a superior foundation for building a professional career - a place for people to learn, achieve and grow.

  We offer:

  Work in the Finance department of one of the world's top tier Financial Institutions and gain first-hand insight of our business A desirable compensation and benefits package including eligibility for an annual bonus Professional development opportunities including access to Morgan Stanley's world-class internal trainings Enriching challenges that provide opportunity for constant learning and advancement A supportive and vibrant diverse environment, we are inclusive of individual backgrounds and leverage them to foster our work environment and culture

  You will:

  Provide broad coverage with understanding of revenue drivers, expense and headcount management, funding and capital implications, focusing on business-level returns Develop and maintain key relationships across firmwide FP&A functions Manage/Co-ordinate the development of revenue, expense, capital projections for the Bank's CCAR RPS process Build related data feeds to produce required RPS forecast Quarterly Partner directly with the central FP&A and Bank FP&A groups as well as ISGF product controllers on model and data enhancements Act as point person for all Bank related questions in ISG FP&A and Reporting Evaluate and streamline processes and control frameworks to ensure efficiency and compliance with internal governance standards Develop risk & control frameworks, manage governance documentations, policies, and procedures as required for quarterly/Annual CCAR Facilitate governance meetings and coordinate with Corp FP&A, Risk, and business management teams to perform governance and control related tasks Perform a wide variety of analyses and forecasting exercises as required

  You have:

  7 years of relevant experience Bachelor's degree in Finance/Accounting or related field Strong background in financial reporting and accounting Strong Analytical Skills - Ability to translate complex financial schedules into meaningful analysis and presentations Strong Interpersonal Skills- with a balance of assertiveness and building cross business relationships Effective time management and ability to meet tight deadlines and handle pressure situations Ability to handle multiple tasks in a timely and effective manner and thrive in a fast-paced environment Team player with strong communication skills Change agent with proven ability to drive process changes Prior experience in people management is a plus Background in LE reporting is a plus Strong Technical skillset is a plus

  What you can expect from Morgan Stanley:We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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.

  Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.Expected base pay rates for the role will be between $110,000 and $190,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

  Job: *Finance

  Title: Institutional Securities Group FP&A, Vice President

  Location: New York-New York

  Requisition ID: 3245890

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