E*TRADE from Morgan Stanley · 6 hours ago
Investment Management Finance Product Controller
Baltimore, Maryland, United States of America
Full-time
Onsite
Entry Level
$60K/yr - $90K/yr
3+ years expE*TRADE from Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The role involves supporting the Investment Management Finance segment by ensuring adequacy of controls, profit and loss, and balance sheet reporting, while collaborating with various teams across the firm.
BankingFinanceFinancial Services
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
Preparation of journal entries and booking to general ledger to properly recognize revenue/expenses, trade errors, GL reclassifications and interest
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
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. CPA preferred
3+ 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
Preferred
Bank regulatory reporting experience a plus
Benefits
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)
Short/Long Term Disability
Company
E*TRADE from Morgan Stanley
E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2020-02-20Acquired
1996-08-16IPO
Leadership Team
Julia Miller
Executive Director, Creative Services
Recent News
2025-11-07
2025-10-14
Company data provided by crunchbase