Morgan Stanley

IBD/Capital Markets Product Controller (Lending) - Non Officer

Morgan Stanley$100K — $140K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance/Accounting or related field required.
  • 4+ years of relevant experience preferred, especially in loan/syndication.
  • Strong analytical skills with proficiency in Excel, PowerPoint, and Alteryx.
  • Advanced understanding of finance functions and capital markets.
  • Ability to communicate effectively across all organization levels.

Responsibilities

  • Collaborate with Finance colleagues and diverse teams throughout the firm.
  • Lead deliverables leveraging expertise in finance functional areas and client segments.
  • Identify and mitigate emerging risks within work and departmental functions.
  • Promote firm values and hold self and others accountable to standards.
  • Deliver financial analysis and reporting to senior management and business units.
  • Drive process enhancements using digital tools for efficiencies.
  • Analyze regulations and their impact on financials and processes.

Benefits

  • Comprehensive benefit programs sponsored by Morgan Stanley.
  • Opportunities for commission earnings and incentive compensation.
  • Access to discretionary bonuses and long-term incentive packages.
Full Job Description
We're seeking someone to join our Corporate Lending Finance team as a Product Controller in ISG Finance to be part of the overall Investment Banking/Global Capital Markets Product Control 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. This is a Director position within our 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, as well as management reporting across business segments or cross functional end-to-end product oversight

What you'll do in the role:
- Collaborate with a varied group of colleagues in Finance and across the Firm
- Responsible for and lead a significant set of deliverables, leveraging advanced understanding of Finance functional area, product and/or client segment
- Proactively identify emerging risks in individual and department work and contribute to strategies for mitigating them
- Act as a role model and culture carrier; Embody and set an example of the Firm's values and hold yourself and others accountable to Firm standards
- Ensure adherence to accounting principles and regulatory guidelines and accuracy of financial statement results.
- Deliver financial analysis and reporting to the Business Unit, Senior Management, and finance counterparts.
- Identify opportunities for process enhancements, driving projects to create efficiencies, using digital tools like Alteryx and Tableau.
- Partner with the Business Unit, Risk Management, Technology, Operations, and other Controllers to provide feedback on proposed structures and transactions.
- Work with various Legal Entity Controllers on legal entity reporting, analysis and audits.
- Provide subject matter expertise in regulatory guidelines, revenue recognition and perform new product reviews among other initiatives.
- Analyze the impact of new rules and regulations on business financials and processes.
- Create test scenarios and perform user acceptance testing for key technology implementations.
- Execution of weekly, monthly & quarterly commentary on financial results for Global IBD Controllers and the ISG Loan Reporting team.
- Perform monthly Revenue, Expense and Balance Sheet reviews and reconciliations and ensure accuracy of quarterly regulatory reporting submissions.

What you'll bring to the role:
- 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
- Bachelor's degree in Finance/Accounting or related field.
- Prior loan/syndication experience highly desirable/preferable.
- Strong analytical and technical skills including Excel, PowerPoint and Alteryx (highly desirable).
- Basic understanding of Capital Markets.
- Ability to communicate effectively across all levels.
- Outstanding attention to detail and follow up.
- Excellent organizational skills.
- Aptitude to multitask, and work in a fast changing, dynamic environment.
- At least 4 years' relevant experience would generally be expected to find the skills required for this role

Expected base pay rates for the role will be between $100,000 and $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

About Morgan Stanley

Morgan Stanley Investment Management are active managers of capital, working to outperform the market and deliver results for their clients. Morgan Stanley Investment Management's long-tenured professionals apply their experience and expertise across public and private markets, in single-sector, multi-asset and custom solutions.

Morgan Stanley Careers

Joining Morgan Stanley today means becoming part of a global team dedicated to strengthening communities, pioneering innovation, and fostering diversity. As a leading global financial services firm, Morgan Stanley offers unparalleled job opportunities, career growth, and a culture of leadership that together create an exceptional employment experience. Work You’ll Do At Morgan Stanley, you will collaborate with knowledgeable professionals to drive innovation and deliver solutions in financial services. Our team is composed of diverse, talented individuals who bring their unique skills and perspectives to work every day, setting the standard for leadership in the global market. Morgan Stanley is not just a company; it's a place where ambitious, creative, and skilled individuals can build a rewarding career. Here, you can experience the benefits of a vibrant culture dedicated to professional growth and diversity training. Internship Programs Kickstart your career with Morgan Stanley’s internship programs. These positions offer invaluable industry insights and professional experience to students and recent graduates. Interns at Morgan Stanley gain hands-on experience, working alongside seasoned experts in a dynamic, supportive environment. Innovation and Professional Growth We believe in the power of innovation to solve complex problems and encourage our team to think differently and act boldly. Morgan Stanley supports your career development through comprehensive training, development programs, and leadership workshops, ensuring that every employee has the tools they need to succeed. Join Our Team Explore the various job opportunities at Morgan Stanley, from entry-level positions to executive roles. We are hiring individuals who are passionate about finance and eager to contribute to a team that values integrity, excellence, and a forward-thinking mindset. Enhance your skills through our networking events, mentorship opportunities, and ongoing professional development. Stay Connected Keep up to date with the latest from Morgan Stanley Careers by subscribing to our job alert emails. Tailor your preferences to receive updates about new postings, career tips, and exclusive insights from our team leaders. Apply Now Ready to take the next step in your career? Search open positions that match your skills and interests on the Morgan Stanley Jobs portal. Prepare your resume, refine your interview techniques, and join a company that values innovation and leadership. At Morgan Stanley, we’re not just building careers—we’re developing leaders. Discover how far your talents can take you by joining our team today.
Learn more about Morgan Stanley
Size
77,000 employees
Market Cap
$144.1 billion
Industry
Net Income
$10.9 billion
Founded
1935
5 Year Trend
+10%
Revenue
$52 billion
NASDAQ

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