Corporate Treasury Associate/Director - Legal Entity Management
Listed on 2025-12-20
-
Finance & Banking
Corporate Finance, Financial Manager, Risk Manager/Analyst
We're seeking someone to join our Legal Entity Management (LEM) team as Director in Treasury to work on inter-affiliate funding deliverables.
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 responsible for 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; managing CCAR/Capital Stress Testing/Recovery and Resolution Planning (RRP) 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
- Advance inter-affiliate funding governance framework for Corporate Treasury by managing and optimizing the flow of funds between MS affiliates, supporting treasury functions and transfer pricing arrangements
- Monitor and analyze intercompany balances and transactions
- Govern new funding requests and special funding arrangements
- Execute processes for reviewing limits covering lending between affiliates
- Centrally manage the process to obtain bespoke funding agreements, as needed
- Manage intercompany loan agreements and adherence to local regulatory requirements
- Analyze legal entity balance sheets to evaluate the need for changes in the funding profile
- Manage Intercompany Funding platform tools by working with Technology
- Assist in transformation projects management related to renovation of platforms used by Inter-affiliate Funding by engaging with cross-functional teams
- 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
- Multi-year experience in strategic planning, strategy execution, management consulting, investment banking, sales & trading, corporate treasury or a similar role
- Strong understanding of business strategy, project management, and change management principles
- A foundation in finance, accounting, or capital markets;
Experience with balance sheets and financial impact analysis, Derivatives experience is of particular interest - Excellent analytical capabilities and problem-solving skills, including the ability to summarize complex business problems and detailed analysis with clarity and brevity
- Proven ability to collaborate and communicate effectively with diverse teams and stakeholders using your strong written and verbal communication skills
- A strong motivation to take responsibility for your work and deliver positive results by leveraging your organization and time management skills
- Worked in a high‑paced environment and ability to manage multiple projects and priorities simultaneously
- Advanced knowledge of Microsoft Office products
- At least 4 years’ relevant experience would generally be expected to find the skills required for this role
We are committed to maintaining the first‑class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values – putting clients first, doing the right thing, leading with exceptional ideas, committing…
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).