Capital Planning and Analytics
Morgan Stanley
- Location
- New York, New York, United States of America
- Work model
- On-Site
- Level
- Senior
- H-1B history
- 39 approvals (FY2023)
- Posted
- Aug 14, 2026
About this role
We're seeking someone to join our Analytics team as a Director in Capital Planning to work across a variety of internal and regulatory initiatives. 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 a Director level position within the Corporate Treasury & Capital Planning job family which is r esponsible for the Firm’s Treasury and Capital Planning activities. Responsibilities include planning, managing, forecasting, and optimizing capital, liquidity and funding resources; governance oversight of Treasury and Capital Planning; setting frameworks, policies and guidelines for appropriate management of these resources; managing regulatory deliverables and exams. Manage CCAR/Capital Stress Testing process. 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: > Collaborate with a varied group of colleagues in Finance and across the Firm > Responsible for and lead aspects of individual and team deliverables and projects, leveraging in-depth knowledge of Finance functional area, product and/or client segments > 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 > Support internal stress testing preparation and production activities at the Firm's US Banks > Assist in the preparation for the US Bank's compliance with DFAST > Perform strategic capital and financial analysis across the Firm's various legal entities > Assist with global Capital Policy writing, analysis and training > Assist in the production and coordination of presentations for Firm senior management and steering committees > Assist with capital planning and stress testing automation and process enhancements, including internal controls, review and challenge, and governance initiatives 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 > Well-developed analytical capabilities, including ability to summarize complex business problems and detailed analysis with clarity and brevity > Self-motivation and the ability to work well in a team > Ability to working in a fast-paced, high-energy level environment > Strong sense of ownership and accountability for work, attention to detail and accuracy is essential > Proficiency with Microsoft Office products (Excel, Word, PowerPoint) > Familiarity with CCAR / stress testing topics, a plus but not required > At least 6 years' relevant experience would generally be expected to find the skills required for this role What you can expect from Morgan Stanley: We have a track record of innovation and passion for unlocking new opportunities, we help our clients raise, manage and allocate capital. We do this by offering a wide range of investment banking, securities, wealth management and asset management services. All that we do at Morgan Stanley is driven by our five core values: do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. These aren’t just beliefs, they guide the decisions we make every day, ensuring we do what's best for our clients, communities and more than 80,000 employees around the world. And at the core of our success are the people who drive it - relentless collaborators and creative thinkers who are fueled by diverse thinking and experiences.