Investment Management Product Control - Vice President

Morgan Stanley • New York, NY

2d • Onsite

About The Position

We’re seeking someone to join our Investment Management Finance Product Control Team. This Vice President role will lead Product Control and end-to-end Investment Management disclosures across SEC (10‑Q/10-K) and Federal Reserve reporting. The position is based in New York and sits within the Product Control and Investment Accounting function. 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 Vice President level position within our 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, as well as management reporting across business segments or cross-functional end-to-end product oversight.

Requirements

• 10+ years of related work experience in Financial services industry (Investment Management industry preferred).
• Strong financial products knowledge and related US GAAP accounting requirements.
• Results-oriented with capacity and desire to work both at a strategic and detailed analysis level.
• Able to synthesize and articulate results to a diverse audience (i.e. product control, business managers, business heads, CFO).
• Ability to collaborate cross-functionally on various projects and new initiatives.
• Effective time management and ability to meet tight deadlines, handle pressure situations, and balance multiple tasks.
• Strong analytical and interpersonal skills and ability to communicate effectively, 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.
• Advanced understanding of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment.
• Ability to provide positive and constructive feedback.

Nice To Haves

• CPA Preferred.
• Bank regulatory reporting experience a plus.

Responsibilities

• Co-Head Product Control and Publics investment accounting, including Mutual Funds, Separately Managed Accounts (SMAs), Managed Futures, consolidations, hedging, loans, seed investments, and corporate accounting.
• Own end-to-end Investment Management external disclosures, including SEC filings (10‑Q, 10‑K) and Federal Reserve reporting.
• Drive transformation and data governance, ensuring traceability and auditability from source systems to external disclosures, while standardizing processes, reducing manual dependencies, and improving data quality and reporting efficiency.
• Strengthen the control environment, including SOX, CILAs, and EUCs, enhancing governance and mitigating operational risk.
• Partner with External Reporting, Regulatory Relations, and Accounting Policy to ensure consistency, accuracy, and alignment of reporting outputs.
• Lead cross-functional process improvements across IM Finance, Operations, Accounting Policy, and Compliance.
• Collaborate with a varied group of colleagues in Finance and across the Firm.
• Responsible for and lead a significant set of deliverables, leveraging advanced understanding of Finance functional area, product and/or client segment.
• Proactively identify emerging risks in individual and department work and contribute to strategies for mitigating them.
• Act as a role model and culture carrier; Embody and set an example of the Firm's values and hold yourself and others accountable to Firm standards.

Benefits

• Comprehensive employee benefits and perks in the industry.
• Ample opportunity to move about the business for those who show passion and grit in their work.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed