Investment Management Finance Controller - Director

Morgan Stanley•Baltimore, MD

39d

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. 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 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. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. 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).

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.
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

Nice To Haves

Preferred 5+ years of related work experience
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

The successful candidate may be eligible for an annual discretionary incentive compensation award.
The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component.
Morgan Stanley offers a full spectrum of benefits, including 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), and Short/Long Term Disability, in addition to other special perks reserved for our employees.
Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

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