Liquidity, Investments, and Funding Control Group - LIFC Reporting team, Manager

Morgan Stanley • New York, NY

5d • $90,000 - $155,000

About The Position

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. The Finance Division globally reports to the Chief Financial Officer and consists of some 3,000 employees worldwide. Finance protects the Morgan Stanley franchise by serving as guardian of the Firm's books and records, and by contributing to firm wide risk management and risk reduction. This division maintains relationships with Morgan Stanley's various industry and government regulators, and also serves as the conduit of financial information to the outside investment community. Finance plays a critical role as advisor to Morgan Stanley's various businesses and its senior management team. The Liquidity, Investments, and Funding Control Group (LIFC) within the Finance Division is responsible for overseeing the accounting and financial reporting for the Firm, primarily as it relates to the Firm's funding products and liquidity investments. The LIFC Reporting team is responsible for all periodic reporting of the Firm's P&L on funding and liquidity products directed by Corporate Treasury. The team works closely with senior management of the Firm (CFO, heads of businesses and COOs), Corporate Treasury, business unit controllers, the Firm's Risk Department, IT, and other groups to structure and produce analytics around the market and Firm-specific drivers behind funding and investments P&L. As a member of the team, the individual will be responsible for understanding the drivers behind the movements in funding/investments-related income statement and communicating the drivers to the key stakeholders (Business Units, Corporate Treasury etc.). This is a high-visibility position as the individual will participate in the design and presentation of all relevant reporting, become proficient in how Morgan Stanley manages its funding and liquidity, and receive a lot of exposure to the Firm's senior management.

Requirements

• Prior experience as a Finance Controller
• Self-disciplined, resourceful, and self-starting
• Excellent client skills; demonstrably able to effectively build relationships with a range of partners
• Accurate and delivery focused with an eye for detail and design
• Excellent reporting and presentation skills
• Excellent verbal and written communication skills
• Excellent quantitative and qualitative analysis skills
• Ability to interact and present effectively with senior management
• Strong team player able to prioritize in a fast-moving, high-pressure environment
• Proficiency with Microsoft Office (strong Excel, PowerPoint skills)

Nice To Haves

• Prior experience as a Treasury or Product Controller
• Bachelor's degree in finance or accounting
• 3+ years of experience in the financial services industry
• Knowledge of securities markets, businesses and products offered by major financial institutions
• Experience in Treasury products

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
• Perform key controls and produce reporting regarding funds transfer pricing on the Firm's Bank entities
• Understand the Firm's Bank entities balance sheets and the associated funds transfer pricing policy and procedures
• Present the summary funds transfer pricing P&L results to senior management
• Assist with delivery of technology and system solutions to facilitate reporting and analysis

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Number of Employees: 5,001-10,000 employees