Morgan Stanley
U.S. Banks Financial Planning & Analysis - Associate
$85K–$115K
New York, New York · On-site · Full-time · Posted Oct 21, 2026
- Experience
- 2-4 years in Financial Planning & Analysis or a related finance role within the financial services industry.
- Education
- Bachelor's degree in Accounting, Finance, Economics, Statistics, Data Analytics, or a related field.
About the job
Supports financial planning, forecasting, stress-test submissions, and management analysis for Morgan Stanley’s U.S. Banks.
What you'll do
- Prepare and analyze forecasts, budgets, and long-term plans, including balance sheet, P&L, RWA, and capital metrics.
- Support balance sheet and PPNR processes for stress-test and resolution-planning submissions, including modeling, risk identification, documentation, and governance.
- Produce management reporting and decision-support materials, and contribute to process improvement and automation.
What they ask for
- Strong analytical, problem-solving, and project management skills with attention to detail.
- Strong quantitative skills and ability to learn reporting applications quickly.
- Ability to manage multiple projects and deadlines; effective written and verbal communication and collaboration skills.
- Proficiency in Excel and PowerPoint.
Nice to have
- Familiarity with bank regulatory capital or stress testing.
- Experience with Planning Analytics for Excel (TM1).
Pay
$85,000 and $115,000 per year (USD, base salary)
Tools
Excel, PowerPoint, Planning Analytics for Excel (TM1)
Model-written summary · the original posting is authoritative