FP&A Associate (IBD Finance)

Morgan Stanley
New York, NY

We're seeking someone to join our IBD Finance FP&A team as a Specialist in the Finance Division to drive various activities related to oversight of the Annual CCAR submission, Quarterly Stress Test processes, Annual Budget process as well as other analyses as required by the Business Unit (BU).

In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm's financial and capital resources. This is an Associate / Director within our Financial Planning & Analysis Job Family which is responsible for the firm’s budget, forecast, internal management reporting and financial analysis to provide insight into the firm’s current and expected financial performance, as well as expense allocation

Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

What you'll do in the role:
-Partner with other ISG (Institutional Securities Group) FP&A groups and ISG Finance product controllers on model and data enhancements
-Develop risk & control frameworks, manage governance documentations, policies, and procedures as required for QST / annual CCAR
-Assist with facilitating governance meetings and coordinate with Corporate FP&A, Risk, and business management teams to perform governance and control related tasks
-Evaluate and streamline processes and control frameworks to ensure efficiency and compliance with internal governance standards
-Perform a wide variety of analyses and forecasting exercises as required
-Adhere to the Firm's risk and regulatory standards, policies and controls; proactively identify ways to reduce risk in work
-Act as a culture carrier; embody and set an example of the Firm's values and hold yourself and others accountable to Firm
standards

What you'll bring to the role:
-In-depth knowledge of Finance functional area, product and/or client segment and technical skills, as well as of industry
and competitive environment
-Ability to operate independently with respect to most job responsibilities
-Ability to provide positive and constructive feedback and innovate processes
-Demonstrated ability to prioritize and manage multiple projects/tasks, manage expectations and complete deliverables in a timely manner with exceptional attention to detail
-Capable of succinctly summarizing complex accounting and/or reporting results
-Exceptional project management skills
-Sound business judgement
-Strong interpersonal skills, including a balance of assertiveness and building cross-business relationships
-At least 4 years' relevant experience would generally be expected to find the skills required for this role
-Bachelor's degree in Finance/Accounting or related field

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 into your browser.

Expected base pay rates for the role will be between $100,000 and $120,000 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

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: .

Posted 2026-05-12

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