Wealth Management Finance - Product Controller at Morgan Stanley

Baltimore, Maryland, United States -

Full Time

Start Date

Immediate

Expiry Date

20 Feb, 26

Salary

90000.0

Posted On

22 Nov, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Finance, Accounting, P&L Reporting, Balance Sheet Reporting, General Ledger, Journal Entries, Reconciliations, Financial Reporting, Collaboration, Project Management, Attention to Detail, Interpersonal Skills, Excel, PowerPoint, Adaptability, Reliability

Industry

Financial Services

Description

- 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 - You will produce daily, monthly and quarterly P&L and balance sheet reporting to build knowledge and expertise across various non-bank wealth management products - You will participate in various month-end general ledger close processes including creating journal entries, reconciliations and analysis - You will support quarter-end, mid-year, and annual financial reporting deliverables - You will partner with the businesses and CFO teams to understand the impacts of various business activities - You will support the development of internal management reporting for WM products - You will support the overall execution and drive continued improvement of control frameworks - You will serve as a product owner for reporting enhancement initiatives and aid developing business requirements with Technology - You will drive and own ad-hoc projects & analysis as required What you'll 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 - You will produce daily, monthly and quarterly P&L and balance sheet reporting to build knowledge and expertise across various non-bank wealth management products - You will participate in various month-end general ledger close processes including creating journal entries, reconciliations and analysis - You will support quarter-end, mid-year, and annual financial reporting deliverables - You will partner with the businesses and CFO teams to understand the impacts of various business activities - You will support the development of internal management reporting for WM products - You will support the overall execution and drive continued improvement of control frameworks - You will serve as a product owner for reporting enhancement initiatives and aid developing business requirements with Technology - You will drive and own ad-hoc projects & analysis as required - Advanced understanding of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment - Feedback and acknowledge efforts of team members - Ability to articulate risk and impact to various audiences, and create plans to mitigate those risks - You have a BS/BA degree with Finance and/or Accounting experience required - You have 0-5 years post-college experience in the financial services industry - You have a demonstrated ability to support multiple projects, manage expectations and complete deliverables in a timely manner with exceptional attention to detail - You have strong interpersonal collaboration and team skills including working with cross-functional teams - proven flexibility, adaptability and reliability - You are a self-starter with exposure to project management skills and sound business judgment - You have a strong working knowledge of MS Office with an emphasis on Excel, Work and PowerPoint 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. 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 https://www.morganstanley.com/about-us/global-offices into your browser. 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. 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 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. 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. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. 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.

Responsibilities

The role involves producing daily, monthly, and quarterly P&L and balance sheet reporting while participating in month-end general ledger close processes. Additionally, the candidate will support financial reporting deliverables and collaborate with various teams to understand business impacts.