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Morgan Stanley · 1 day ago

Investment Management Finance Controller - Director

Baltimore, MD

Full-time

Onsite

Mid, Senior Level

$70K/yr - $120K/yr

5+ years exp

Morgan Stanley is a global leader in financial services, known for evolving and innovating to better serve clients and communities. The Director in Investment Management Finance will lead financial oversight, ensure regulatory compliance, and enhance operational efficiency while collaborating across various departments.

Asset ManagementFinanceFinancial ServicesLending

Responsibilities

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

Qualification

Finance knowledgeData analysis toolsAccounting experienceCPA certificationBank regulatory reportingCommunication skillsTime managementTeam collaborationResults-oriented

Required

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

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