Investment Management Financial Control - Vice ...
Morgan Stanley - baltimore, MD
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Investment Management Financial Control - Vice President Job Number: POSTING DATE: Nov 4, 2024 PRIMARY LOCATION: Americas-United States of America-Maryland-Baltimore EDUCATION LEVEL: Bachelor's Degree JOB: Finance EMPLOYMENT TYPE: Full Time JOB LEVEL: Vice President DESCRIPTION Company Profile: Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management, and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. Division Profile: The Finance Division reports to the Chief Financial Officer (CFO) and consists of 3,000 employees worldwide. Finance protects the Morgan Stanley franchise by serving as guardian of the Firm's books and records, and by contributing to firmwide risk management and reduction. Background on the Position: The position resides within Investment Management Finance (IM Finance) which is a department dedicated to providing support to Morgan Stanley's Investment Management segment (MSIM), a leading global asset manager across the public and private markets. Members of the IM Finance team can expect to be involved in accounting, finance, and process transformation. Description of the Role: The Investment Management Accounting Services team (IMAS) is part of the Finance Division and supports the Investment Management (IM) business. We are seeking an experienced Finance Manager to join our finance team. The ideal candidate will play a pivotal role in streamlining operational processes, delivering management reporting and metrics while strengthening internal controls across multiple locations within our team. Primary Responsibilities Collaborate with cross-functional team members to improve financial processes and operational efficiency. Lead audit processes, coordinating with external auditors and various internal stakeholders. Prepare managerial reporting packages that provide insights into financial performance and operational metrics. Partner with various groups in driving strategic and tactical projects forward to improve internal controls, reduce process redundancies while ensuring compliance with financial and regulatory requirements. Create and support more robust and streamlined audit activity and testing frameworks, supporting both Sarbanes-Oxley (SOX) and System and Organizational Controls (SOC). Identify and disseminate best practices for both shared and standalone activities across the IMAS, broader Revenue Operations, and IM Finance teams. Function as an intermediary and build effective relationships among Finance, Business Unit, Operations, Information Technology (IT), and other stakeholders as a change agent for the IMAS team. Identify and codify key processes and procedures and facilitate quality control reviews as necessary. QUALIFICATIONS Bachelor's degree in Finance, Accounting, or related field; Master's degree or CPA preferred. Minimum of 10 years of relevant experience in finance, with strong focus on operational processes, audit, and reporting. Ability to coordinate and manage projects that span various locations and teams while communicating effectively with senior management team members across the firm. Exhibit superior analytical and technical skills (Microsoft Excel and PowerPoint). Prioritize conflicting demands and maintain excellent communication regarding deliverables in a fast-paced environment. Project strong presence and communication (verbal and written). Digital tooling (Alteryx, UiPath, and/or Tableau) experience a plus. Bonaire Revport application experience a plus. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. 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. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). Salary range for the position: [$105,000-170,000] 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 X 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 to learn more about our benefit offerings. #J-18808-Ljbffr
Created: 2024-11-09