Morgan Stanley

Capital Planning, Director/Manager

Morgan Stanley

New York, NY, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Welcome to Morgan Stanley, a leading global financial services firm with a rich history of excellence and innovation. We are currently seeking a highly skilled and experienced Director/Manager of Capital Planning to join our team and lead our strategic capital planning efforts. This role is critical in ensuring the firm's financial stability and growth, and requires a strong leader with a deep understanding of capital markets and financial planning. If you are a driven and ambitious individual with a proven track record of success in capital planning, we want to hear from you. Join us at Morgan Stanley and be a part of a dynamic team that drives the future of finance.

  1. Develop and implement strategic capital planning initiatives to support the firm's financial stability and growth.
  2. Lead and manage a team of capital planning professionals, providing guidance and direction to ensure successful execution of objectives.
  3. Conduct thorough analysis of capital markets and financial data to inform decision making and identify opportunities for improvement.
  4. Collaborate with senior management to ensure alignment of capital planning efforts with overall business objectives.
  5. Stay up-to-date on industry trends and regulations related to capital planning, and make recommendations for adjustments to strategies as needed.
  6. Prepare and present comprehensive reports on capital planning initiatives to key stakeholders, including senior management and the board of directors.
  7. Develop and maintain relationships with external partners, such as banks and investors, to support capital raising efforts.
  8. Monitor and track the firm's capital position, ensuring compliance with regulatory requirements and internal policies.
  9. Identify and mitigate potential risks associated with capital planning initiatives.
  10. Mentor and coach team members to foster growth and development within the team.
Where is this job?
This job is located at New York, NY, USA
Job Qualifications
  • Extensive Financial Knowledge And Experience: A Successful Candidate For The Capital Planning Director/Manager Position At Morgan Stanley Should Possess A Deep Understanding Of Financial Concepts, Including Capital Markets, Risk Management, Asset Allocation, And Financial Planning.

  • Strong Analytical And Problem-Solving Skills: The Role Requires The Ability To Analyze Complex Financial Data, Identify Potential Risks And Opportunities, And Make Sound Recommendations For Capital Allocation And Investments.

  • Strategic Thinking And Decision-Making Abilities: The Director/Manager Must Have A Strategic Mindset And Be Able To Think Critically And Make Well-Informed Decisions That Align With The Company's Long-Term Objectives And Financial Goals.

  • Excellent Communication And Interpersonal Skills: As A Leader In The Capital Planning Department, The Director/Manager Will Be Responsible For Collaborating With Various Teams And Stakeholders, Including Senior Management, To Communicate Financial Strategies And Plans Effectively.

  • Experience In Financial Modeling And Forecasting: The Ideal Candidate Should Have Experience In Building Financial Models And Conducting Forecasting Scenarios To Support Capital Planning Initiatives And Drive Business Growth. Advanced Proficiency In Excel And Other Financial Software Is Essential.

Required Skills
  • Budgeting

  • Financial Analysis

  • Strategic Planning

  • Project Management

  • Data Analysis

  • Communication

  • Forecasting

  • Investment Strategy

  • Team Leadership

  • Risk assessment

  • Asset management

  • Portfolio optimization

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Capital Planning, Director/Manager in New York, NY, USA is between $136,000-$230,000 per year. This range can vary depending on factors such as the size and industry of the company, years of experience, and specific job responsibilities.

Additional Information
Morgan Stanley is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedJuly 30th, 2024
Apply BeforeOctober 17th, 2025
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About Morgan Stanley

Morgan Stanley provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following business segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors.

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