Morgan Stanley
Wealth Management Finance Controller
Morgan Stanley, Baltimore, Maryland, United States, 21276
Overview
Join to apply for the
Wealth Management Finance Controller
role at
Morgan Stanley . We are seeking someone to join our team as a Controller - Associate in Wealth Management Finance. This role supports Revenue and Expense recognition, Balance Sheet reporting and other Product Control processes for the Wealth Management Finance division. 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 an Associate level position within the Corporate Controllers, Reporting & Accounting job family which is responsible for the accuracy and control of the Firm’s books and records to produce the consolidated firm, segment and legal entities financial statements. The group owns the Firm’s financial reporting under US GAAP, International GAAP and the global regulatory regimes. Responsibilities include the development, management and oversight of financial accounting & reporting systems as well as database management. Includes capital and liquidity reporting and external reporting functions. 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. What Youll Do In The Role 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 Accounting support functions, which include but are not limited to: Month-end close Balance sheet and P&L reconciliations Income Statement & Balance Sheet variance analysis Various Daily Reporting requirements Procedure documentation Ad-hoc projects/requests Coordination across multiple teams across the Firm Coordinate responses and prepare support to satisfy audit inquiries Work with business partners across the Firm. Partners include but are not limited to various Wealth Management Business Units, CFO, HR, Legal, Operations, Treasury, Technology and Tax. What Youll Bring To The Role Working knowledge of Finance functional area, industry and competitive environment Ability to communicate clearly and concisely, and adapt to various audiences Willingness to seek guidance and provide feedback to further develop self and peers A high aptitude for numbers and a quick grasp of new applications and technology Experience working effectively with large data sets, clearly articulating multifaceted results and responding to questions Ability to work independently Strong Team Player Extremely proficient with Microsoft Office, especially Microsoft Excel & PowerPoint Bachelor's degree Excellent communication skills At least 2 years' relevant experience would generally be expected to find the skills required for this role 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. 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 https://www.morganstanley.com/about-us/global-offices into your browser. Salary range for the position: $60,000 - $90,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. 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. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). Seniority level
Entry level Employment type
Full-time Job function
Finance and Sales Referrals increase your chances of interviewing at Morgan Stanley by 2x
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Join to apply for the
Wealth Management Finance Controller
role at
Morgan Stanley . We are seeking someone to join our team as a Controller - Associate in Wealth Management Finance. This role supports Revenue and Expense recognition, Balance Sheet reporting and other Product Control processes for the Wealth Management Finance division. 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 an Associate level position within the Corporate Controllers, Reporting & Accounting job family which is responsible for the accuracy and control of the Firm’s books and records to produce the consolidated firm, segment and legal entities financial statements. The group owns the Firm’s financial reporting under US GAAP, International GAAP and the global regulatory regimes. Responsibilities include the development, management and oversight of financial accounting & reporting systems as well as database management. Includes capital and liquidity reporting and external reporting functions. 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. What Youll Do In The Role 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 Accounting support functions, which include but are not limited to: Month-end close Balance sheet and P&L reconciliations Income Statement & Balance Sheet variance analysis Various Daily Reporting requirements Procedure documentation Ad-hoc projects/requests Coordination across multiple teams across the Firm Coordinate responses and prepare support to satisfy audit inquiries Work with business partners across the Firm. Partners include but are not limited to various Wealth Management Business Units, CFO, HR, Legal, Operations, Treasury, Technology and Tax. What Youll Bring To The Role Working knowledge of Finance functional area, industry and competitive environment Ability to communicate clearly and concisely, and adapt to various audiences Willingness to seek guidance and provide feedback to further develop self and peers A high aptitude for numbers and a quick grasp of new applications and technology Experience working effectively with large data sets, clearly articulating multifaceted results and responding to questions Ability to work independently Strong Team Player Extremely proficient with Microsoft Office, especially Microsoft Excel & PowerPoint Bachelor's degree Excellent communication skills At least 2 years' relevant experience would generally be expected to find the skills required for this role 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. 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 https://www.morganstanley.com/about-us/global-offices into your browser. Salary range for the position: $60,000 - $90,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. 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. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). Seniority level
Entry level Employment type
Full-time Job function
Finance and Sales Referrals increase your chances of interviewing at Morgan Stanley by 2x
#J-18808-Ljbffr