Capital Strategy Analyst/Associate

The Capital Strategy Group (CSG) team focuses on centralizing GCM capital planning efforts, optimizing the businesses’ product footprint, and developing client initiatives. The role also supports GCM’s Vice Chairman and Chief Risk Officer of Lending functions. This will be an opportunity to be part of an entrepreneurial team and lead initiatives to tackle various strategic business issues.

Responsibilities center around (1) spearheading GCM capital workstreams and optimizing capital usage, and (2) monetizing client development initiatives. Capital workstreams include running the CCAR/DFAST stress testing for GCM across both underwriting and lending businesses as well as projecting the division’s balance sheet and capital usage. The team also collaborates with the Credit Risk Department regarding the risk management framework for the business. Client development initiatives include organizing the annual Financial Decision Makers Conference, and representing GCM’s views on Blockchain technology and evaluating its potential applications. Given the strategic significance of these initiatives the team works closely with senior management.

The team is in search of a well-rounded candidate who is a self-starter and entrepreneurial with a skillset grounded in analytics and interest in corporate finance that can be applied to multiple disciplines.

Global Capital Markets (GCM) raises capital for clients and provides advisory services using its market judgment and ingenuity to meet clients’ needs for capital. Whether executing an IPO, a debt offering or a leveraged buyout, GCM integrates Morgan Stanley’s expertise in Sales and Trading and in Investment Banking, offering clients seamless advice and sophisticated solutions including risk management solutions for managing risks inherent in both on the asset and liability side of clients’ balance sheet. We originate, structure and execute public and private placement of equities, investment-grade and non-investment-grade debt and related products including derivative solutions.

Key Responsibilities:

• Produce the GCM revenue and balance sheet projections for the annual CCAR/DFAST stress testing submissions
• Work with senior members of GCM to establish centralized reporting and metrics
• Collaborate across GCM product groups to manage balance sheet and capital usage
• Conduct analysis for certain strategic initiatives around capital planning and balance sheet efficiencies
• Develop client materials on differentiating topics
• Plan the Financial Decision Makers Conference
• Coordinate with multiple constituents across GCM, IBD, Treasury, Credit, Financial Planning & Analysis, and Operations

Qualifications:

• Superior academic and performance record
• Entrepreneurial and intellectually curious
• Ability to pivot from analytical workstreams to client facing workstreams seamlessly
• Excellent organizational skills

Strong communication and presentation skills

Excellent modeling and analytic skills

• Bachelor’s degree in business, economics, accounting or related discipline preferred

Proficiency in Excel, Word and PowerPoint is necessary

• Completion of formal credit training program a plus