Investment Management Finance Controller - Director

Investment Management Finance Controller – Director

We are seeking someone to join our team as a Director in Investment Management (IM) Finance. In the Finance division, we partner with 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.

It includes management reporting across the business segments (ISG, WM & IM) and cross‑functional roles with end‑to‑end product oversight, including Wealth Management products.

• 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
• 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

• 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 (Power
  
  BI, 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

Salary range for the position: $70,000 – $120,000/year. The successful candidate may be eligible for an annual discretionary incentive compensation award and participation in the relevant business unit’s incentive compensation plan.

Morgan Stanley is an equal‑opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). The Firm’s policy is to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender identity or expression, sexual orientation, national origin, citizenship, disability, marital and civil partnership status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.