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Morgan Stanley

Manages investments and advises on financing

Investment Banking/Capital Markets Product Controller - Lending

Financial AccountingConfirmed live in the last 24 hours
Full-timeNew York, NY, USA$100k - $140k /yrIn-person

About the Job

Requirements

  • At least 4 years of relevant experience.
  • 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.
  • Strong analytical and technical skills, including Excel, PowerPoint, and Alteryx.
  • Basic understanding of Capital Markets.
  • Ability to provide positive and constructive feedback and acknowledge team members' efforts.
  • Ability to articulate risk and impact to various audiences and create risk-mitigation plans.
  • Ability to communicate effectively across all levels.
  • Outstanding attention to detail and follow-up.
  • Excellent organizational skills.
  • Aptitude to multitask and work in a fast-changing, dynamic environment.

Responsibilities

  • Lead a significant set of deliverables using 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 Firm standards.
  • Ensure adherence to accounting principles and regulatory guidelines and ensure 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.
  • Prepare 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.
  • Strong analytical and technical skills, including Alteryx, are 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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