Wealth Management Finance - Product Controller

Morgan Stanley•Baltimore, MD

38d•$60,000 - $90,000

About The Position

We're seeking someone to join our Wealth Management Controllership team as an Associate in Finance to support the WM Finance controller team by performing various daily weekly, and monthly deliverables. The candidate will 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
Ability to provide positive and constructive
Feedback and acknowledge efforts of team members
Ability to articulate risk and impact to various audiences, and create plans to mitigate those risks
You have a BS/BA degree with Finance and/or Accounting experience required
You have 0-5 years post-college experience in the financial services industry
You have a demonstrated ability to support multiple projects, manage expectations and complete deliverables in a timely manner with exceptional attention to detail
You have strong interpersonal collaboration and team skills including working with cross-functional teams - proven flexibility, adaptability and reliability
You are a self-starter with exposure to project management skills and sound business judgment
You have a strong working knowledge of MS Office with an emphasis on Excel, Work and PowerPoint
You have strong presentation skills

Responsibilities

Collaborate with a varied group of colleagues in Finance and across the Firm
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
You will produce daily, monthly and quarterly P&L and balance sheet reporting to build knowledge and expertise across various non-bank wealth management products
You will participate in various month-end general ledger close processes including creating journal entries, reconciliations and analysis
You will support quarter-end, mid-year, and annual financial reporting deliverables
You will partner with the businesses and CFO teams to understand the impacts of various business activities
You will support the development of internal management reporting for WM products
You will support the overall execution and drive continued improvement of control frameworks
You will serve as a product owner for reporting enhancement initiatives and aid developing business requirements with Technology
You will drive and own ad-hoc projects & analysis as required What you'll do in the role:
Collaborate with a varied group of colleagues in Finance and across the Firm
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
You will produce daily, monthly and quarterly P&L and balance sheet reporting to build knowledge and expertise across various non-bank wealth management products
You will participate in various month-end general ledger close processes including creating journal entries, reconciliations and analysis
You will support quarter-end, mid-year, and annual financial reporting deliverables
You will partner with the businesses and CFO teams to understand the impacts of various business activities
You will support the development of internal management reporting for WM products
You will support the overall execution and drive continued improvement of control frameworks
You will serve as a product owner for reporting enhancement initiatives and aid developing business requirements with Technology
You will 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