Institutional Securities Group; ISG FP&A Associate - CCAR & Stress Testing

Position: Institutional Securities Group (ISG) FP&A Associate - CCAR & Stress Testing
We are seeking someone to join the Institutional Securities Group (ISG) Financial Planning & Analysis (FP&A) team. This role will support the annual Comprehensive Capital Analysis and Review (CCAR) submission and quarterly stress testing processes, while also contributing to analysis and forecasting activities for the business unit and the ISG  the Finance division, we partner with business units across the globe by providing management reporting, analysis, review, and advisory support related to the Firm's financial and capital resources.

This is an Associate-level role within the Financial Planning & Analysis job family, which is responsible for budgeting, forecasting, internal management reporting, and financial analysis to provide insight into the Firm's current and expected performance. FP&A also plays an important role in the Firm's CCAR process.

Team Profile The ISG Global FP&A team performs key analytical functions in collaboration with senior business leaders. Core responsibilities include supporting and coordinating aspects of the segment’s capital adequacy process, as well as developing value-added analytics that help senior management understand business performance and strategic priorities. The team supports all Institutional Securities products, including Equities, Fixed Income, and Investment Banking.

What You Will Do:

Assist with ISG Balance Sheet and Net Revenue submissions for the annual CCAR and quarterly stress testing processes.

Coordinate and prepare submission templates in partnership with Global ISG Controllers and business COOs.Support the preparation, review, and reconciliation of ISG forecast submissions for FR Y-14A.Maintain CCAR consolidation models, supporting analyses, and presentation materials.

Document and retain supporting evidence for CCAR and quarterly stress testing compliance and control requirements.

Respond to inquiries from RRQA, Internal Audit, and external auditors related to data validation and submissions.

Contribute to ongoing CCAR automation initiatives by providing business input and process support.

Support ad hoc deliverables, management reporting, and related analyses.

Help develop value-added analytics to support management decision-making.

What You Bring:

Bachelor’s degree in Finance, Economics, Accounting, or a related field

Strong analytical and technical skills

Self-motivated with a strong commitment to quality and accuracy

Ability to adapt to new challenges in a dynamic environment with shifting priorities

Comfortable working in a fast-paced environment

Strong interpersonal and communication skills, both written and verbal

Strong attention to detail and solid organizational skills

Proficient in Microsoft Office, including Excel, PowerPoint, and Word Skills Preferred Relevant internship experience, coursework, or prior exposure to FP&A, stress testing, or CCAR at a financial institution is a plus.

We are committed to bringing together diverse backgrounds, experiences, and perspectives to deliver world-class service. If you are a motivated self-starter, client-focused, and eager to contribute to a leading global financial services firm, we encourage you to apply. We welcome candidates from a variety of backgrounds, and direct industry experience is not required.

What You Can Expect from Morgan Stanley:

At Morgan Stanley, we have a long track record of innovation and a passion for unlocking new opportunities. We help our clients raise, manage, and allocate capital by offering a broad range of investment banking, securities, wealth management, and asset management services. Everything we do is guided by our five core values: doing the right thing, putting clients first, leading with exceptional ideas, committing to diversity and inclusion, and giving back.

These are not just beliefs—they guide the decisions we make every day and help us deliver for our clients, communities, and employees around the world. At the core of our success are the people who drive it—collaborative, creative thinkers who bring diverse perspectives and experiences. Across our global offices, employees have the opportunity to work alongside talented colleagues in an environment…