Team Profile:
Corporate Treasury provides corporate finance advisory service to senior management and internal business units. It also optimizes the Firm's liquidity and capital base, manages the Firm's foreign exchange and interest rate exposure, and coordinates relationships with regulators, rating agencies, and creditors.
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 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.
We offer:
> The opportunity to 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:
> Assume Legal Entity Treasurer role for several of the firm's primary Material Operating Entities (MOEs) serving the Institutional Securities Group (ISG) segment
> Serve as the primary Treasury liaison with internal broker-dealer leadership teams and external regulators (SEC, FINRA, CFTC, NFA) on legal entity matters
> Lead governance on BAU capital actions (dividends, infusions), methodology updates, policy updates, and other related governance matters
> Collaborate with the ISG business unit to identify, assess, and mitigate financial risks associated with Treasury's resource management processes
> Assess legal entity resource impacts of proposed booking model changes, new product approvals, and ad-hoc legal entity projects
> Ideate legal entity optimization opportunities and lead execution of resource optimization initiatives
> Evaluate impact of regulatory rule changes to legal entities (e.g., Basel III Endgame), including assessment of incremental resource requirements and necessary changes in legal entity strategy
> Liaise with groups across Corporate Treasury, Finance, Risk, Legal, Compliance and the ISG business units to support strategic initiatives
You have:
> A minimum of 10 years of experience in Corporate Treasury units of banks, broker dealers, or swap dealers
> A foundation in finance, accounting, or capital markets. Experience with balance sheets and financial impact analysis. Derivatives experience is of particular interest.
> Experience in preparing high-quality materials and presenting them to regulators (SEC, FINRA, CFTC, NFA) preferred
> Excellent communication and interpersonal skills
> Strong analytical skills, including ability to summarize complex business problems and detailed analysis with clarity and brevity. Previous experience in a corporate finance, strategy or consulting role an advantage.
> Inquisitive and pro-active mindset with strong critical thinking skills
> Worked in a high-paced environment and ability to manage multiple projects and priorities simultaneously
> Experience in coaching and developing junior team members
> Passed the FINRA Series 24, 27, or 99 exams (or can commit to passing these exams shortly after assuming the role)
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 $170,000 and $250,000 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.
