Institutional Securities Group (ISG) FP&A Associate - CCAR & Stress Testing

Baltimore, MD$60k–$90kPosted Jul 17, 2026
Our Insights Personal Finance Market Trends Technology & Disruption Sustainability Diversity & Inclusion What We Do Wealth Management Investment Banking & Capital Markets Sales & Trading Research Investment Management Morgan Stanley at Work Sustainable Investing Inclusive Innovation About Us Core Values Leadership History Locations Diversity Sustainability Giving Back Technology Careers Students & Graduates Experienced Professionals LanguageEnglishFrench Single PositionView All JobsInstitutional Securities Group (ISG) FP&A Associate - CCAR & Stress TestingBaltimore, Maryland, United States of AmericaApply NowFind out how well you match with this jobUpload your resumeJob descriptionEmployment TypeFull timeJob LevelProfessionalPosted DateJul 16, 2026We are seeking someone to join the Institutional Securities Group (ISG) Financial Planning & Analysis (FP&A) team. This role will support the annual Comprehensive Capital Analysis and Review (CCAR) submission and quarterly stress testing processes, while also contributing to analysis and forecasting activities for the business unit and the ISG CFO.In the Finance division, we partner with business units across the globe by providing management reporting, analysis, review, and advisory support related to the Firm's financial and capital resources. This is an Associate-level role within the Financial Planning & Analysis job family, which is responsible for budgeting, forecasting, internal management reporting, and financial analysis to provide insight into the Firm's current and expected performance. FP&A also plays an important role in the Firm's CCAR process.Team ProfileThe ISG Global FP&A team performs key analytical functions in collaboration with senior business leaders. Core responsibilities include supporting and coordinating aspects of the segment’s capital adequacy process, as well as developing value-added analytics that help senior management understand business performance and strategic priorities. The team supports all Institutional Securities products, including Equities, Fixed Income, and Investment Banking.What You Will Do:Assist with ISG Balance Sheet and Net Revenue submissions for the annual CCAR and quarterly stress testing processes.Coordinate and prepare submission templates in partnership with Global ISG Controllers and business COOs.Support the preparation, review, and reconciliation of ISG forecast submissions for FR Y-14A.Maintain CCAR consolidation models, supporting analyses, and presentation materials.Document and retain supporting evidence for CCAR and quarterly stress testing compliance and control requirements.Respond to inquiries from RRQA, Internal Audit, and external auditors related to data validation and submissions.Contribute to ongoing CCAR automation initiatives by providing business input and process support.Support ad hoc deliverables, management reporting, and related analyses.Help develop value-added analytics to support management decision-making.What You Bring:Bachelor’s degree in Finance, Economics, Accounting, or a related fieldStrong analytical and technical skillsSelf-motivated with a strong commitment to quality and accuracyAbility to adapt to new challenges in a dynamic environment with shifting prioritiesComfortable working in a fast-paced environmentStrong interpersonal and communication skills, both written and verbalStrong attention to detail and solid organizational skillsProficient in Microsoft Office, including Excel, PowerPoint, and WordSkills PreferredRelevant internship experience, coursework, or prior exposure to FP&A, stress testing, or CCAR at a financial institution is a plus.We are committed to bringing together diverse backgrounds, experiences, and perspectives to deliver world-class service. If you are a motivated self-starter, client-focused, and eager to contribute to a leading global financial services...

Want jobs like this matched to you?

SimpleCareer scores fresh postings against your résumé so you only see the matches that matter.

Get started free