Investment Management Finance Product Controller
$70k - $120kMorgan Stanley
We're seeking someone to join our team as a Director in Investment Management (IM) Finance.
In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm's financial and capital resources. This is a Director level position within the Product Controllers job family which specializes in ensuring adequacy of controls, profit and loss, and balance sheet reporting, and reconciliations for a segment / business / product area. Includes management reporting across the business segments (ISG, WM & IM) and cross-functional roles with end-to-end product oversight, including Wealth Management products.
Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
- 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. What you'll bring to the role:
- 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.
- Preferred 5+ 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
- Bank regulatory reporting experience a plus What you can expect from Morgan Stanley:
We have a track record of innovation and passion for unlocking new opportunities, we help our clients raise, manage and allocate capital. We do this by offering a wide range of investment banking, securities, wealth management and asset management services. All that we do at Morgan Stanley is driven by our five core values: do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. These aren’t just beliefs, they guide the decisions we make every day, ensuring we do what's best for our clients, communities and more than 80,000 employees around the world. And at the core of our success are the people who drive it - relentless collaborators and creative thinkers who are fueled by diverse thinking and experiences. Wherever you are in our 1,200 global offices, you’ll have the opportunity to work alongside the best and the brightest in an environment where you are empowered to achieve your full potential. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. To learn more about our offices across the globe, please copy and paste into your browser.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste into your browser.
Salary range for the position: $70,000-$120,000/ Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including 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), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: .
$90k - $105k
...Advisory is an independent investment management and strategic advisory firm... ...accuracy, efficiency, and controls while maintaining exceptional... ..., and improve personal productivity. Be discreet: Exhibit a high... ...the evolution of the firm’s finance and accounting capabilities...SuggestedTemporary workH1bWork at officeWorldwide$134.5k - $265.1k
...shape the future of finance. As part of our Finance... ...business partners, manage risk, and unlock new... ...operations, improve controls, and drive business value... ...and quality of work productAbility to build and sustain... ...well as through our own investments, commitments, and...SuggestedWork at officeLocal areaVisa sponsorship$134.1k - $265.1k
...shape the future of finance. As part of Deloitte’... ...As a Kyriba Treasury Manager on the Controllership... ...and quality of work productAbility to build and sustain... ...collaborate with CFOs, CAOs, controllers, and treasurers to... ...as through our own investments, commitments, and actions...SuggestedContract workLocal areaVisa sponsorship$100k - $150k
...independent, fee-only wealth management firm headquartered in... ...provides wealth advisory services, investment management, and family... ...increased efficiency, quality, and control through system training,... ...management skills; deliver work products on time. Ability to work...SuggestedWork at officeRemote work$148.14k - $266.65k
...reporting. Assists Senior Management and EVP/CFO in overseeing the planning, control and effective... ...Administration, Accounting, or Finance Experience 10+... ...and enforces the investment policies of the hospital... ...improve the quality of products/services Displays flexibility...SuggestedInterim roleWork at officeLocal area$93k - $171.3k
...you'll do As a Specialist Manager, Risk Compliance on the Personal... ...detail and quality of work productAbility to manage and prioritize... ...) licenseAdvanced degree in finance, accounting, business, or lawExperience... ...as well as through our own investments, commitments, and actions...Work at officeVisa sponsorship- ...Anderson, Coe & King, LLP is seeking a Controller to oversee the financial operations of our small law firm. The Controller will manage all accounting, financial reporting, billing, collections, payroll, and financial management functions. As the successful candidate...
$108.5k - $184k
...currently seeking an Audit Director/Audit Manager to join our State and Local Government (... ...have a bachelor's degree in accounting, Finance, or a related field.You have a minimum... ...competitive wages and view compensation as an investment in our people. Factors such as geography...Full timeLocal area$96.5k - $164k
...T. Rowe Price, we identify and actively invest in opportunities to help people thrive in... ...world. As a premier global asset management organization with more than 85 years of... ...IT processes, focusing on managing and controlling technology risks. The Technology Audit Associate...Full timeWork experience placementLocal areaRemote work1 day per week- ...mentoring. At KPMG, we believe nothing is more important than investing in our culture because it is an investment in our people, our... ...-through entities and partnerships and for a variety of Asset Management clientsWork as part of a multi-disciplinary team helping to provide...Local area
$85.5k - $146k
...T. Rowe Price, we identify and actively invest in opportunities to help people thrive in... ...world. As a premier global asset management organization with more than 85 years of... ..., Brokerage Operations, Multi-Asset and Product Management to provide greater depth and...Full timeLocal areaRemote work1 day per week$107k - $194k
...T. Rowe Price, we identify and actively invest in opportunities to help people thrive in... ...world. As a premier global asset management organization with more than 85 years of... ...generates proposals utilizing T. Rowe Price product solutions to create better designed asset...Full timeWork experience placementLocal areaRemote workWork from home1 day per week$144k - $261k
...T. Rowe Price, we identify and actively invest in opportunities to help people thrive in... ...world. As a premier global asset management organization with more than 85 years of... ...senior management, investment professionals, product capacity, marketing materials, due diligence...Full timeContract workLocal areaRemote work$97k - $125k
...insurance, retirement, and investment solutions help people make the... ...Corporate, which includes Finance, People and Places, General... ...sales/revenue, improve agent productivity & activation, enhance expense... ...communicate complex analysis to a management audienceProvide an...Full timeContract workWork experience placementWork at officeImmediate startRemote workWorldwide$144k - $261k
...T. Rowe Price, we identify and actively invest in opportunities to help people thrive in... ...world. As a premier global asset management organization with more than 85 years of... ...team goals.ResponsibilitiesWe sell our products and services to clients whose business has...Full timeContract workLocal areaRemote work$150k - $225k
...T. Rowe Price, we identify and actively invest in opportunities to help people thrive in... ...world. As a premier global asset management organization with more than 85 years of... ...management teams on portfolio strategy, product structures, liquidity frameworks, and competitive...Full timeLocal areaRemote workWork from home1 day per week$133k - $200k
...T. Rowe Price, we identify and actively invest in opportunities to help people thrive in... ...world. As a premier global asset management organization with more than 85 years of... ...value to fundamental investors.Define the product roadmap, assess feasibility, and establish...Full timeLocal areaRemote workWork from home1 day per week$76.6k - $157.2k
...and creative assets to ensure quality control for all projects against applicable standardsStay... ...and campaign actionsStrong project management and organizational skills; can manage... ..., as well as through our own investments, commitments, and actions across areas...Work at officeLocal area$150k - $180k
...Our insurance, retirement, and investment solutions help people make... ...Transamerica Corporate, which includes Finance, People and Places, General... ...evolve its Operational Risk Management (ORM) program, we are... ...enterprise systems (finance, control, and reporting environments)...Full timeContract workWork at officeRemote workWorldwideRelocation package$124k - $335k
...Description & SummaryThe OpportunityAs an Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager, you will focus on providing... ..., Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunityWhat...Full timeH1b- ...experienceDepartment ProfileThe Finance Division reports to... ...to firmwide risk management and risk reduction.... ...and services to the Investment Banking, Securities,... ...responsible for the production and analysis of all Revenue... ...across Global Controller teams for revenue reporting...Work experience placementWork at officeWorldwide
- ...Investment Banking Reporting AnalystKey ResponsibilitiesDevelop management reports for Investment Banking, covering weekly, monthly, and quarterly revenue/expense reports... ...or familiarity with financial markets and products.Background in Financial Services, Audit, or Accounting...
- Ledgent is seeking an experienced Controller to lead the accounting function during a period of expansion in the healthcare sector. The role focuses on managing closes, GAAP reporting, and driving strategic initiatives with executive leadership. The ideal candidate has...
$150k - $225k
...T. Rowe Price, we identify and actively invest in opportunities to help people thrive in... ...world. As a premier global asset management organization with more than 85 years of... ...:Partner with investment, distribution, product, and marketing teams to develop content...Full timeLocal areaRemote workWork from home1 day per week$144k - $261k
...T. Rowe Price, we identify and actively invest in opportunities to help people thrive in... ...world. As a premier global asset management organization with more than 85 years of... ...consultant to the client on how T. Rowe Price products and services can satisfy client needs as...Full timeContract workLocal areaRemote work$110k - $188k
...Price, we identify and actively invest in opportunities to help... ...world. As a premier global asset management organization with more than 8... ...stakeholders to strengthen controls, guide complex compliance matters... ...changes and new investment products to ensure appropriate...Full timeWork experience placementLocal areaRemote work1 day per week$80k - $150k
...culture.Brown Advisory is an independent investment management and strategic advisory firm committed... ...will work closely with investment, product, sales, and marketing teams to create... ...degree in marketing, communications, finance, business, economics, or a related field...Full timeTemporary workH1bWork at officeWorldwide$100k - $150k
...Berman McAleer is an independent wealth management firm based in Maryland with offices in... ...salaried instead of being incentivized with production or asset-based goals, and we eschew the... ..., client service associates, and our investment management team to deliver exceptional...Full timeWork at officeRemote workFlexible hours- ...to applying for any new position. Acknowledge ( Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one...Work at officeShift workDay shift
$89k - $148.3k
...Supports the execution of Investment Banking or Debt... ...mandates within a defined product set. Assists... ...standards, policies and controls in accordance with the... ...needing escalation to management. Promote an environment... ...s degree in Business, Finance, Economics or related...Work experience placementWork at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Management Finance Product Controller. Be the first to apply!
- financial controller Baltimore, MD
- financial investigator Baltimore, MD
- corporate controller Baltimore, MD
- accounting controller Baltimore, MD
- investment sales Baltimore, MD
- investment coordinator Baltimore, MD
- investment strategist Baltimore, MD
- property investment Baltimore, MD
- investment writer Baltimore, MD
- investment accountant Baltimore, MD

