Workforce Forecasting/Management - Assistant Vice President

Workforce Forecasting / Management - Assistant Vice President

Job Number : 3248544

3248544

Posting Date

Apr 30, 2024

Primary Location

Americas-United States of America-Florida-Tampa

Other Locations

Americas-United States of America-New York-New York, Americas-United States of America-New York-PurchaseEducation Level : Bachelor's Degree

Wealth ManagementEmployment Type : Full TimeJob Level : Assistant Vice President

Description

Morgan Stanley is a global financial services firm that conducts its business through three principal business segments Institutional Securities, Wealth Management (WM), and Asset Management.

Morgan Stanley provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and cash management, annuities, insurance, retirement, and trust services.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in doing the right thing, putting clients first, leading with exceptional ideas and a commitment to diversity and inclusion.

Morgan Stanley can provide a superior foundation for building a professional career a place for people to learn, achieve, and grow.

Department Profile :

The WM and U.S. Banks Financial Crimes Risk Team is embedded within the Firm’s business line. It is responsible for identifying, assessing, and escalating potential money laundering and reputational risk issues associated with higher risk client types.

The WM and U.S. Banks Financial Crimes Risk Team is considered the first line of defense and supports the onboarding, enhanced due diligence, and negative news processes for Morgan Stanley.

Primary Responsibilities :

The Workforce Forecasting / Management AVP will manage capacity forecasting and supporting processes.

The Workforce Forecasting / Management AVP will :

• Support production of accurate and timely resource forecasting
• Execute routine updates and strategic enhancement to the existing forecasting tool
• Contribute to a robust forecasting governance framework
• Maintain documentation related to the forecasting tool, subsequent changes, and similar
• Participate in related capacity planning discussions (e.g., those to update input / tool assumptions)
• Monitor forecasting outputs, identify thematic concerns, and escalate as appropriate
• Develop and present related management reporting
• Coordinate and execute related control execution
• Liaise with other functions to ensure the forecasting tool is reactive to broader changes / initiatives
• Collaborate with internal stakeholders including Business Leaders, Second Line, Technology, and Internal Audit

Qualifications

Required Experience :

• 5+ years of experience in capacity planning and / or project management
• Have a bachelor’s degree in Business, Finance, or another related field
• Experience in resource forecasting or similar

Ability to :

• Take initiative, analyze, summarize, and communicate effectively
• Thrive in fast-paced environment, managing multiple responsibilities and adapting to changing priorities
• Distill complex ideas and concepts into actionable items
• Work in a matrixed organization; leveraging resources across the organization to complete deliverables
• Conduct meaningful root cause and trend analysis
• Handle highly confidential information professionally and with appropriate discretion

Additional Skills Desired :

• Graduate degree is a plus
• Good knowledge of MS Office (Microsoft Excel / PowerPoint / Word / Access)
• Strong time management and planning skills
• Strong interpersonal skills and ability to communicate effectively both verbally and in writing
• Strong leadership qualities with the ability to manage teams and evidence a strong work ethic as well as a high degree of integrity
• Experience conducting data analytics
• Experience supporting audit and regulatory inquiries and interactions with Board, senior management, and consultants

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence.

Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools.

We want to be the first choice for prospective employees.

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, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership / union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M / F / Disability / Vet).

Expected base pay rates for the role will be between $80,000 and $135,000 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.