Morgan Stanley

Capital Planning, Director, Property Services

Posted On

April 15, 2025

Location

Mumbai, Maharashtra

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

June 18, 2025

Job Description

We're seeking someone to join our team as a Capital Planning Manager to lead and coordinate the capital projects planning process across AMER, EMEA, and APAC. This role is critical in ensuring the business generates, collates, validates, and submits high-quality capital plans that align with strategic priorities and financial targets. The Capital Planning Manager will work closely with multiple business workstreams, finance, and senior stakeholders to ensure budget accuracy, manage approvals, and provide insights into financial impacts, including P&L considerations.

In the Corporate Services division, we empower our businesses by creating collaborative workplace solutions and commercial services that enhance the employee and client experience, while optimizing the value of our sourcing and third-party lifecycle to enable the Firm to do-and-win business. This is a Director position within Construction Management, which designs, sources, and oversees all construction projects from start to finish, as well as coordinating office moves and new space readiness.

Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

What you'll do in the role:

Capital Planning & Budgeting:

Support business functions in identifying and generating capital investment needs.
Consolidate and validate capital requests from global teams to ensure completeness, accuracy, and alignment with strategic goals.
Conduct quality checks to confirm that all submissions meet required standards before further review.
Facilitate sign-off from key stakeholders across various workstreams and business units.
Ensure budget accuracy by collaborating with finance, procurement, and operational teams.
Calculate and analyze financial impacts, with a sound understanding of P&L, ensuring all assumptions are well-documented.
Submit finalized capital plans to finance, ensuring compliance with corporate policies and reporting standards.
Stakeholder Management & Coordination:
Act as a central point of contact for capital planning across AMER, EMEA, and APAC.
Work closely with regional finance teams, business leaders, and operational stakeholders to align capital planning efforts.
Facilitate discussions and governance meetings to drive consensus and ensure decision-making is well-documented.
Provide regular status updates and reporting to senior leadership on capital planning progress and key financial considerations.

Financial Analysis & Reporting:

Develop financial models to assess the viability of capital investments.
Ensure capital plans align with financial forecasts and long-term business objectives.
Provide variance analysis and scenario planning to support investment decisions.
Monitor and track capital expenditures against budgets, flagging potential risks or overruns.
Process Improvement & Governance:
Enhance capital planning processes to improve efficiency, accuracy, and transparency.
Ensure adherence to corporate governance, internal controls, and compliance requirements related to capital investments.
Drive continuous improvement initiatives

What you'll bring to the role:

Essential

Proven experience in capital planning, financial planning & analysis (FP&A), or corporate finance in a global or multi-region environment.
Strong financial acumen, including expertise in budgeting, forecasting, and P&L impact analysis.
Excellent stakeholder management skills, with the ability to influence and collaborate across functions and regions.
Ability to manage complex financial data, ensuring accuracy and compliance with internal and external requirements.
Strong analytical and problem-solving skills, with experience in financial modelling.
Advanced proficiency in Excel, financial planning tools, and ERP systems (SAP, Oracle, or similar).

Preferred:

Experience in a capital-intensive industry (e.g., infrastructure, manufacturing, retail, technology, etc.).
Knowledge of accounting standards (IFRS/GAAP) related to capital expenditure and financial planning.
Familiarity with project management methodologies for capital projects.
Experience working in a matrixed, multinational organization.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

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.

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