Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. 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 integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Morgan Stanley's Community Development Finance (CDF) team is dedicated to implementing a first-rate community development program. The department's responsibilities include community development lending, investing and grant making; community relations; regulatory relations; and regulatory compliance. The department's target market is low- to moderate-income (LMI) communities in Utah, New York, Washington DC and other regions nationwide.

Primary Responsibilities

CRA Compliance for the US BanksGovernance – Lead the preparation of presentations for various governance bodies of the US Banks: the US Banks’ CRA Committee, Management Committee, and Board as well as the Community Development Advisory Board and MS Investment Council. Serve as the Secretary of the CRA governance committeesRegulatory Compliance – Monitor and prepare reports of the loan, investment and community development service activities of the CDF group to conform to key CRA regulatory requirements like 12 CFR Part 35 (“Sunshine”), 12 CFR Part 25, subpart E, Data Integrity and OCC Performance ExaminationsInternal Reporting and Monitoring – Evaluate and track CRA eligibility of CDF transactions, assess community needs and benchmark CRA activities and community impact. Includes conducting analysis and research for updating the US Banks’ Strategic PlansInternal Audit and Compliance Testing – Prepare requested information for CRA compliance related internal audits, exams and compliance testingPolicies Procedures – Assist in updating CRA Compliance Policies and Procedures Assist with ad hoc responsibilities and projectsCommunity Relations for the US BanksGrants and Sponsorship Program – Manage the database to support tracking the budget and execution of the Grants and Sponsorship ProgramDevelop and maintain relationships with key community groups, government agencies, and industry groups and represent MS CDF at external eventsResearch community development topics and best practices related to affordable housing, workforce development and economic development

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. 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 integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Morgan Stanley's Community Development Finance (CDF) team is dedicated to implementing a first-rate community development program. The department's responsibilities include community development lending, investing and grant making; community relations; regulatory relations; and regulatory compliance. The department's target market is low- to moderate-income (LMI) communities in Utah, New York, Washington DC and other regions nationwide.

Primary Responsibilities

CRA Compliance for the US BanksGovernance – Lead the preparation of presentations for various governance bodies of the US Banks: the US Banks’ CRA Committee, Management Committee, and Board as well as the Community Development Advisory Board and MS Investment Council. Serve as the Secretary of the CRA governance committeesRegulatory Compliance – Monitor and prepare reports of the loan, investment and community development service activities of the CDF group to conform to key CRA regulatory requirements like 12 CFR Part 35 (“Sunshine”), 12 CFR Part 25, subpart E, Data Integrity and OCC Performance ExaminationsInternal Reporting and Monitoring – Evaluate and track CRA eligibility of CDF transactions, assess community needs and benchmark CRA activities and community impact. Includes conducting analysis and research for updating the US Banks’ Strategic PlansInternal Audit and Compliance Testing – Prepare requested information for CRA compliance related internal audits, exams and compliance testingPolicies Procedures – Assist in updating CRA Compliance Policies and Procedures Assist with ad hoc responsibilities and projectsCommunity Relations for the US BanksGrants and Sponsorship Program – Manage the database to support tracking the budget and execution of the Grants and Sponsorship ProgramDevelop and maintain relationships with key community groups, government agencies, and industry groups and represent MS CDF at external eventsResearch community development topics and best practices related to affordable housing, workforce development and economic development

Required Skills

Strong capacity, based on experience and demonstrated success, to analyze and apply regulatory standards to the group’s real estate loans and investments to conform to the requirements of the Community Reinvestment ActExcellent verbal and written communication skills, including PowerPoint/presentation skills and the ability to influence and interact with senior members of the FirmStrong interpersonal skills - Freely develops networks, builds consensus, prioritizes effectively, and develops alliances across organizations and numerous constituenciesExcellent attention to detail and follow throughStrong organizational skills and ability to work both independently and as part of a team and manage a variety of projects and tasks under tight deadlines

Required Experience

2 years of relevant experience in compliance, audit, risk management or public policy and analysis. Experience in community relations and/or community development is a plusBachelor’s degree in Business, Finance, Economics, Public Policy or other related fieldMBA or Master’s degree in related field is preferred

Expected base pay rates for the role will be between 57,000 and 115,000 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.

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).

Required Skills

Strong capacity, based on experience and demonstrated success, to analyze and apply regulatory standards to the group’s real estate loans and investments to conform to the requirements of the Community Reinvestment ActExcellent verbal and written communication skills, including PowerPoint/presentation skills and the ability to influence and interact with senior members of the FirmStrong interpersonal skills - Freely develops networks, builds consensus, prioritizes effectively, and develops alliances across organizations and numerous constituenciesExcellent attention to detail and follow throughStrong organizational skills and ability to work both independently and as part of a team and manage a variety of projects and tasks under tight deadlines

Required Experience

2 years of relevant experience in compliance, audit, risk management or public policy and analysis. Experience in community relations and/or community development is a plusBachelor’s degree in Business, Finance, Economics, Public Policy or other related fieldMBA or Master’s degree in related field is preferred

Expected base pay rates for the role will be between 57,000 and 115,000 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.

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).

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