Morgan Stanley

Investment Management Finance Product Controller

Morgan Stanley$70K — $120K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance or Accounting; CPA preferred
  • 5+ years of related work experience
  • In-depth knowledge of finance and the competitive environment
  • Ability to operate independently in job responsibilities
  • Strong communication skills, both written and verbal
  • Proficiency in data analysis tools (PowerBI, Alteryx, IBM Cognos/TM1)
  • Experience in accounting subledgers and financial systems

Responsibilities

  • Collaborate with colleagues across Finance and the Firm
  • Lead individual and team deliverables on projects
  • Ensure adherence to risk and regulatory standards
  • Act as a culture carrier by embodying firm values
  • Support accounting for Broker, Clearing, and Expenses
  • Enhance operational efficiency in revenue cycles
  • Assist with quality control in quarterly invoicing process

Benefits

  • Medical, Prescription Drug, Dental, Vision insurance
  • Health Savings Account, Dependent Day Care Savings Account
  • Life Insurance and Disability options
  • Paid Time Off, including Sick Leave and Parental Leave
  • 10 Paid Holidays and 20 Vacation Days annually
  • 401(k) plan options
  • Special employee perks and incentive compensation plans
Full Job Description
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.

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

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.

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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