We're seeking someone to join our team as a Director in Investment Management (IM) Finance.
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 Director 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.
What you'll do in the role:
- 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
- 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.
- Ability to manage, manipulate and interpret large volumes of data.
- Assist with quarterly invoicing distribution process, completing quality control review when necessary.
What you'll bring to the role:
- 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
- Ability to collaborate cross-functionally on various projects and new initiatives
- 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
- Bank regulatory reporting experience a plus
What you can expect from Morgan Stanley:
We have a track record of innovation and passion for unlocking new opportunities, we help our clients raise, manage and allocate capital. We do this by offering a wide range of investment banking, securities, wealth management and asset management services. All that we do at Morgan Stanley is driven by our five core values: do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. These aren’t just beliefs, they guide the decisions we make every day, ensuring we do what's best for our clients, communities and more than 80,000 employees around the world. And at the core of our success are the people who drive it - relentless collaborators and creative thinkers who are fueled by diverse thinking and experiences. Wherever you are in our 1,200 global offices, you’ll have the opportunity to work alongside the best and the brightest in an environment where you are empowered to achieve your full potential. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
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. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .
