Affiliate Risk Oversight, US Banks, Associate, Wealth Management

About Us:

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking securities investment management and wealth management services. The Firms employees serve clients worldwide including corporations governments and individuals from more than 1200 offices in 43 countries.

Position Summary:

The US Banks team seek an Associate to join the First Line Business Risk team. The candidate will support administration of the first line business risk department and report to the AVP of Affiliate Risk Management. The 1LOD Bank Risk team supports the Banks BUs by providing guidance across NFR stipes including 1LOG Risk Governance Ops Risk (including Third Party and Affiliate Management) Regulatory Affairs and Audit support Model and Data Risk.

Roles & Responsibilities:

• Support the execution and governance of the Affiliate Risk Oversight Framework including the creation and implementation of new governance standards.

• Design build and maintain automated processes for risk management using Excel VBA Python and other automation tools to improve efficiency and accuracy.

• Develop maintain and optimize dashboards and scorecards for US Bank affiliates using Power BI Tableau and Excel enabling real-time data visualization and actionable insights.

• Execute framework adherence checks and automate reporting processes as per requirements.

• Collaborate with Technology affiliates to ensure compliance with Affiliate oversight standards leveraging automation for data collection and analysis.

• Facilitate key Affiliate stakeholder touchpoints and automate meeting scheduling and follow-ups.

• Assist with maintenance of RCSA Technology risks and controls including automated monitoring and reporting.

• Support broader 1LOD efforts by compiling information for IA regulatory requests (audits/exams) and automating data extraction and reporting.

• Create and execute presentations and reports using Microsoft Office suite with advanced Excel automation and PowerPoint skills to drive meaningful discussion and provide transparency.

Required Qualifications & Skills: :

• Minimum 35 years of professional experience in financial services preferably in risk management finance compliance or audit.

• Bachelors degree in finance Accounting Economics

• Proven experience in data automation using Excel VBA Python Power BI Tableau or similar tools to streamline workflows and reporting.

• Strong knowledge of SQL for creating complex queries extracting and analyzing large datasets.

• Technical expertise in database design and automation of data processes complemented by advanced PowerPoint and Excel skills for automation and data visualization.

• Project management and technical reporting skills with experience in automating project tracking and reporting.

• Ability to work independently and as part of a team in a fast-paced high-demand environment managing multiple priorities efficiently.

• Strong organizational analytical and problem-solving abilities with attention to detail and a focus on continuous improvement through automation.

• Excellent verbal and written communication skills capable of tailoring messaging and facilitating meetings across departments and levels.

• Willingness to learn and grow beyond existing scope of work with a proactive approach to adopting new automation and visualization technologies.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley we raise manage and allocate capital for our clients helping them reach their goals. We do it in a way thats differentiated and weve done that for 90 years. Our values - putting clients first doing the right thing leading with exceptional ideas committing to diversity and inclusion and giving back - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll 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. Theres also ample opportunity to move about the business for those who show passion and grit in their work.

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Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds talents perspectives and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting developing and advancing individuals based on their skills and talents.