Morgan Stanley · 2 months ago
Finance Transformation/PMO - Associate
New York, NY
Full-time
Onsite
Entry, Mid Level
$90K/yr - $115K/yr
4+ years expMorgan Stanley is a global leader in financial services, seeking an Associate to join their Transformation team in Capital Planning. The role involves collaborating with colleagues across the firm, leading project deliverables, and acting as a Scrum Master to enhance Agile practices within the team.
Asset ManagementFinanceFinancial ServicesLending
Responsibilities
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
Serve as the dedicated Scrum Master for the Capital Planning Transformation team, leading the squad in using Agile methodology and scrum practices
Drive accountability of squad members, including developing the team to help the team to achieve higher levels of scrum maturity and velocity
Prepare materials for Agile ceremonies and management/stakeholder reporting
Provide production support over the Firm's systems and processes used for Comprehensive Capital Analysis & Review (CCAR)
Collaborate with Capital Planning SMEs, BAs, and Technology to document current processes, identify pain points, and support the design and testing of new tools
Prepare training materials, documentation, and test scripts for new features and capabilities to facilitate onboarding of end-user stakeholders
Coordinate user training and user acceptance testing of enhancements across impacted stakeholder groups
Design and develop dashboard and automations using digital tooling
Qualification
Required
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
Strong communication skills both oral and written are essential, as the successful candidate will be dealing with clients and our partners across the various divisions of the Firm
Self-driven, self-motivated, dedicated and able to work well in a team but equally able to take on a challenge independently
Experience in using Microsoft products (Excel, Word, Project, PowerPoint, Power BI)
At least 4 years' relevant experience would generally be expected to find the skills required for this role
Preferred
Experience serving as an Agile Scrum Master including backlog management, story writing, and sprint planning
Knowledge of capital or financial forecasting and/or regulatory reporting processes
Familiarity with automation tools such as UI Path, Alteryx, Power Automate, or similar platforms to streamline manual processes
Benefits
Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs
Company
Morgan Stanley
Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
10001+ employees
H1B Sponsorship
Morgan Stanley has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (222)
2024 (195)
2023 (173)
2022 (153)
2021 (165)
2020 (173)
Funding
Current Stage
Public CompanyTotal Funding
unknown1997-02-05IPO
Leadership Team
James Gorman
Chairman and CEO
Ted Pick
Chief Executive Officer (CEO)
Recent News
2026-01-17
2026-01-17
Company data provided by crunchbase