Wealth Management Finance Product Controller
About The Position
We're seeking someone to join our Wealth Management Controllership team as an Associate in the Finance Division to support the WM Finance controller team by performing various daily, weekly, and monthly deliverables. The selected candidate will also assist in enhancing current processes and reporting along with supporting ongoing or new finance initiatives. 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 an Associate 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.
Requirements
- Advanced understanding of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment
- Attention to details, strong analytical and problem solving bent of mind
- You have a BS/BA degree with Finance and/or accounting experience required
- You have 2-5 years' post-college experience in the financial services industry preferrable in a controllership role.
- You have strong interpersonal collaboration and team skills including working with cross-functional teams - proven flexibility, adaptability and reliability
- You are a self-starter and are able to work under tight deadlines
- You have a strong working knowledge of MS Office with an emphasis on Excel, Work and PowerPoint
- You have strong communication and presentation skills
Responsibilities
- Produce daily, monthly and quarterly P&L and balance sheet reporting to build knowledge and expertise across various wealth management products
- Produce various month-end general ledger close processes including creating journal entries, reconciliations and analysis
- Collaborate with a varied group of colleagues in Finance across Controllers, Legal Entity & Regulatory teams, CFO teams, Business Unit, Operations and Technology
- Responsible for both individual and team deliverables and projects, leveraging knowledge of Finance functional area, tools and/or products
- Adhere to the Firm's risk and regulatory standards, policies and controls
- Act as a culture carrier; embody the Firm's values and hold yourself accountable to Firm standards
- Support the development of internal management reporting for WM products
- Support the overall execution and drive continued improvement of control frameworks
- Drive and own ad-hoc projects & analysis as required
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
- annual discretionary incentive compensation award
- relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
5,001-10,000 employees
