Jobs · Sales · Maryland

Investment Management Finance Product Controller

Morgan Stanley · Baltimore, MD · 2 wk ago
Sales$70k–$120k/yrFull-time

About the role

We're seeking a Director in Investment Management (IM) Finance to join our team. 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.

Responsibilities

  • Collaborate with a varied group of colleagues in Finance and across the Firm
  • Responsible 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
  • Able to manage, manipulate and interpret large volumes of data
  • Absorb and complete quarterly invoicing distribution process, completing quality control review when necessary

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
  • Preferred 5+ years of related work experience
  • Results-oriented with capacity and desire to work both at a strategic and detailed analysis level
  • 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

Qualifications

  • Bank regulatory reporting experience a plus

Skills

  • Ability to manage, manipulate and interpret large volumes of data
  • Highly skilled communicator, both written and verbal
  • Effective time management and ability to meet tight deadlines, handle pressure situations, and balance multiple tasks

Benefits

  • Salary range for the position: $70,000-$120,000/ Yr.
  • 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.

Pay

$70,000-$120,000/ Yr.

Schedule

N/A

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