Apply on Employer Site

E*TRADE from Morgan Stanley · 1 month ago

Wealth Management Finance - Product Controller

Baltimore, Maryland, United States of America

Full-time

Onsite

New Grad, Entry Level

$60K/yr - $90K/yr

0+ years exp

E*TRADE from Morgan Stanley is a global leader in financial services, seeking an Associate in Finance to join their Wealth Management Controllership team. The role involves supporting the WM Finance controller team with daily, weekly, and monthly deliverables, enhancing processes and reporting, and ensuring adequacy of controls and financial reporting for wealth management products.

BankingFinanceFinancial Services

Responsibilities

Collaborate with a varied group of colleagues in Finance and across the Firm

Responsible for both individual and team deliverables and projects, leveraging knowledge of Finance functional area, tools and/or products

Adhere to the Firm's risk and regulatory standards, policies and controls

Act as a culture carrier; embody the Firm's values and hold yourself accountable to Firm standards

You will produce daily, monthly and quarterly P&L and balance sheet reporting to build knowledge and expertise across various non-bank wealth management products

You will participate in various month-end general ledger close processes including creating journal entries, reconciliations and analysis

You will support quarter-end, mid-year, and annual financial reporting deliverables

You will partner with the businesses and CFO teams to understand the impacts of various business activities

You will support the development of internal management reporting for WM products

You will support the overall execution and drive continued improvement of control frameworks

You will serve as a product owner for reporting enhancement initiatives and aid developing business requirements with Technology

You will drive and own ad-hoc projects & analysis as required

Qualification

Finance knowledgeP&L reportingBalance sheet reportingGeneral ledger processesMS Office proficiencyProject management skillsInterpersonal skillsPresentation skills

Required

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

You have a BS/BA degree with Finance and/or Accounting experience required

You have 0-5 years post-college experience in the financial services industry

You have a demonstrated ability to support multiple projects, manage expectations and complete deliverables in a timely manner with exceptional attention to detail

You have strong interpersonal collaboration and team skills including working with cross-functional teams - proven flexibility, adaptability and reliability

You are a self-starter with exposure to project management skills and sound business judgment

You have a strong working knowledge of MS Office with an emphasis on Excel, Word and PowerPoint

You have strong presentation skills