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Morgan Stanley

Manages investments and advises on financing

Global Capital Markets Product Controller - Lending

Financial AccountingConfirmed live in the last 24 hours
Full-timeNew York, NY, USA$100k - $155k /yrIn-person

About the Job

Requirements

  • Candidates must be legally authorized to work in the United States and must not require employment visa sponsorship now or in the future.
  • Candidates should have an advanced understanding of the Finance functional area, product and/or client segment, technical skills, and the industry and competitive environment.
  • A bachelor's degree in Finance, Accounting, or a related field is required.
  • At least four years of relevant experience is generally expected.
  • Candidates should have strong analytical and technical skills, including Excel, PowerPoint, and Alteryx.
  • Candidates should have a basic understanding of Capital Markets.
  • Candidates should be able to articulate risk and impact to various audiences and create plans to mitigate those risks.
  • Candidates should be able to provide positive and constructive feedback and acknowledge team members' efforts.
  • Candidates should demonstrate attention to detail and follow-up, organizational skills, and the ability to multitask in a fast-changing environment.

Responsibilities

  • Lead a significant set of deliverables, leveraging an advanced understanding of the Finance functional area, product, and/or client segment.
  • Identify emerging risks in individual and department work and contribute to strategies for mitigating them.
  • Model the Firm's values and standards, and hold oneself and others accountable to those standards.
  • Ensure adherence to accounting principles and regulatory guidelines and the accuracy of financial statement results.
  • Deliver financial analysis and reporting to the Business Unit, Senior Management, and finance counterparts.
  • Identify process-enhancement opportunities and drive efficiency projects using digital tools such as 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 Legal Entity Controllers on legal entity reporting, analysis, and audits.
  • Provide subject matter expertise in regulatory guidelines and revenue recognition, and perform new product reviews.
  • 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.
  • Execute weekly, monthly, and 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 the accuracy of quarterly regulatory reporting submissions.

Desired Qualifications

  • Prior loan or syndication experience is highly desirable.
  • Alteryx is highly desirable.

About the Company

Morgan Stanley

Manages investments and advises on financing

Morgan Stanley advises companies and governments on financing and manages investments for institutions, individuals, and families. Its business combines investment banking and securities trading with wealth management and an asset-management division that invests across public and private markets. Bankers arrange stock and bond sales and advise on mergers, while advisors build client portfolios and fund managers invest money under agreed strategies. The firm earns advisory and management fees, trading revenue, commissions, and interest from lending and deposits. Morgan Stanley was founded as a partnership in 1935 and is headquartered in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1935

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