Morgan Stanley
Corporate Treasury Associate/Director - Legal Entity Management
Morgan Stanley, New York, New York, us, 10261
Corporate Treasury Associate/Director - Legal Entity Management
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. The role partners with business units around the globe, providing management, review, analysis and advisory services of the firm's financial and capital resources. This Director level position within the Corporate Treasury & Capital Planning Job Family 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; and managing CCAR/Capital Stress Testing/Recovery and Resolution Planning (RRP) processes.
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 Morgan Stanley 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
What You'll Bring To The Role
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 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
Experience working 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 generally expected to find the skills required for this 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 89 years. Our values – putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back – aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
Expected base pay rates for the role will be between $95,000 and $140,000 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.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). 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, gender or gender identity, sexual orientation, national origin, citizenship, disability, marital and civil partnership status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
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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 Morgan Stanley 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
What You'll Bring To The Role
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 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
Experience working 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 generally expected to find the skills required for this 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 89 years. Our values – putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back – aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
Expected base pay rates for the role will be between $95,000 and $140,000 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.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). 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, gender or gender identity, sexual orientation, national origin, citizenship, disability, marital and civil partnership status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
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