Investment Management Finance Product Controller

Morgan Stanley•Baltimore, MD

1d•Onsite

About The Position

We're seeking someone to join our team as a Director in Investment Management (IM) Finance. In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm's financial and capital resources. This is a Director level position within the Product Controllers job family which specializes in ensuring adequacy of controls, profit and loss, and balance sheet reporting, and reconciliations for a segment / business / product area. Includes management reporting across the business segments (ISG, WM & IM) and cross-functional roles with end-to-end product oversight, including Wealth Management products.

Requirements

In-depth knowledge of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment
Ability to operate independently with respect to most job responsibilities
Ability to provide positive and constructive feedback and innovate processes
Bachelor's degree in Finance or Accounting. CPA preferred.
Preferred 5+ years of related work experience
Results-oriented with capacity and desire to work both at a strategic and detailed analysis level
Ability to collaborate cross-functionally on various projects and new initiatives
Experience working in accounting subledgers and within a network of connected financial systems
Highly skilled communicator, both written and verbal
Ambitious, self-motivated individual, strong work ethic, positive attitude, and the ability to work both independently and as part of a team
Proficiency in data analysis tools and crafting compelling data-driven reporting (PowerBI, Alteryx and IBM Cognos/TM1) and commentary utilizing Microsoft Excel, PowerPoint, Word.
Effective time management and ability to meet tight deadlines, handle pressure situations, and balance multiple tasks
Bank regulatory reporting experience a plus

Responsibilities

Collaborate with a varied group of colleagues in Finance and across the Firm
Responsible for and lead aspects of individual and team deliverables and projects, leveraging in-depth knowledge of Finance functional area, product and/or client segments
Adhere to the Firm's risk and regulatory standards, policies and controls; proactively identify ways to reduce risk in work
Act as a culture carrier; embody and set an example of the Firm's values and hold yourself and others accountable to Firm standards
Support the accounting function for Broker, Clearing and Expenses for all onshore financial products(s).
Work on transformation products that support the IM Finance function.
Interact extensively with key business unit staff, the finance division, IT, operations, internal and external counsel, compliance, internal audit, middle office, and third-party data providers.
Proactively seek to improve operational efficiency and effectiveness throughout the billing, cash receipt and revenue operational and accounting cycle.
Consult with peers, management, other areas of Finance & Accounting and the business as needed.
Ability to manage, manipulate and interpret large volumes of data.
Assist with quarterly invoicing distribution process, completing quality control review when necessary.

Benefits

Medical
Prescription Drug
Dental
Vision
Health Savings Account
Dependent Day Care Savings Account
Life Insurance
Disability and Other Insurance Plans
Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually)
10 Paid Holidays
401(k)
Short/Long Term Disability