Institutional Securities Group FP&A CCAR Business Analyst

Morgan Stanley
Baltimore, MD Full Time
POSTED ON 4/24/2024
Company Profile
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow.

Department Profile
Financial Control Group (FCG)
The Financial Control Group (FCG) is responsible for overseeing the accounting and financial and regulatory reporting for the Firm. FCG prepares external financial reports for public filings and regulators. For internal reporting FCG, along with Financial Planning and Analysis (FPA), summarizes, plans and forecasts the organization's financial position, including income statements, balance sheets, and analyses of future revenues, expenses and earnings. FCG is comprised of Business Unit Controllers, Infrastructure Controllers, Accounting, Regulatory and Reporting groups, and Valuation Review.

Team Profile
The ISG Global Financial Planning and Analysis team performs key analytical functions in collaboration with senior business leaders. Core functions for the team include leading and coordinating the segment's capital adequacy process as well as developing value-added analytics to provide senior management with strategic insight into the business. The team covers all products across Institutional Securities - Equities, Fixed Income, and Investment Banking. The primary responsibilities of the group include:

Primary Responsibilities
> You will be responsible for consolidating and reviewing the ISG Balance Sheet and Net Revenue submission for the Annual CCAR and Quarterly Stress Test.
> You will assist in the coordination and preparation of submission templates with Global ISG controllers and business COOs.
> You will review and reconcile forecast submissions for the FR Y-14A.
> You will provide Balance Sheet and Net Revenue input for the FR Y-14A schedule A7B.
> You will maintain CCAR consolidation models and presentations.
> You will document and maintain supporting evidence for CCAR/QST compliance and control purposes.
> You will address inquiries from RRQA on data validation, internal audit, and external auditors.
> You will provide guidance and input for the CCAR automation effort.
> You will be involved with ad hoc deliverables and management reporting.
> You will help develop value-added analytics for strategic management decision making. Qualifications
Skills Required
> You have a Bachelor degree in Finance, Economics, Accounting, or related field
> You have strong analytical and technical skills
> You are self-motivated with high personal standards for quality of work
> You have the ability to adapt to new challenges in a dynamic environment with shifting priorities
> You are comfortable working in a fast-paced, high energy environment
> You have excellent interpersonal and communications skills, both written and oral
> You have outstanding attention to detail and excellent organizational skills
> You are proficiency in MS Office (Excel, PowerPoint, and Word)

Skills Preferred
> You have prior experience in a FP&A function of a Financial Institution
> You have exposure to the CCAR exercise for a Financial Institution

We are focused on bringing together different backgrounds, experience and talents to deliver world class service. If you are a driven self-starter, client-focused, and eager to contribute to a leading Global Financial Services firm, please apply. We welcome all backgrounds and experiences, and no direct industry experience is required.

Salary.com Estimation for Institutional Securities Group FP&A CCAR Business Analyst in Baltimore, MD
$98,474 to $131,308
If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

Sign up to receive alerts about other jobs that are on the Institutional Securities Group FP&A CCAR Business Analyst career path.

Click the checkbox next to the jobs that you are interested in.

Income Estimation: 
$96,589 - $123,725
Income Estimation: 
$121,853 - $153,853
Income Estimation: 
$130,038 - $187,893
Income Estimation: 
$73,555 - $92,486
Income Estimation: 
$92,722 - $114,838
Income Estimation: 
$120,302 - $179,879
Income Estimation: 
$106,326 - $179,753
Income Estimation: 
$516,320 - $667,952
Income Estimation: 
$92,722 - $114,838
Income Estimation: 
$112,862 - $144,046

Sign up to receive alerts about other jobs with skills like those required for the Institutional Securities Group FP&A CCAR Business Analyst.

Click the checkbox next to the jobs that you are interested in.

  • Accounts Receivable Skill

    • Income Estimation: $59,715 - $80,143
    • Income Estimation: $60,538 - $87,427
  • Billing Skill

    • Income Estimation: $60,538 - $87,427
    • Income Estimation: $62,758 - $86,962
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at Morgan Stanley

Morgan Stanley
Hired Organization Address Westport, CT Full Time
POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the client experience through...
Morgan Stanley
Hired Organization Address Westport, CT Full Time
POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client ...
Morgan Stanley
Hired Organization Address Baltimore, MD Full Time
About Morgan Stanley Discover your next career opportunity with Morgan Stanley, where we are committed to helping our em...
Morgan Stanley
Hired Organization Address Baltimore, MD Full Time
About Morgan Stanley Discover your next career opportunity with Morgan Stanley, where we are committed to helping our em...

Not the job you're looking for? Here are some other Institutional Securities Group FP&A CCAR Business Analyst jobs in the Baltimore, MD area that may be a better fit.

Business Analyst

Altus Group U.S. Inc., Hunt Valley, MD

Business Analyst

The Prospective Group (TPG), Hanover, MD