Wealth Management Finance Controller

We’re 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.

Processes include but are not limited to:
Revenue and Expense accruals for various product areas, various daily/monthly reporting processes, Inter‑Company Revenue Transfers, and Expense/Reserve accruals and reconciliations.
Additional responsibilities related to Month‑end close, such as, preparation of various general ledger journals, preparation of P/L and Balance Sheet reconciliations, preparation of Regulatory disclosures, liaising with various teams across the business, Operations, and various teams across Finance. Additional interactions with external and internal auditors, as well as leading ad‑hoc projects or requests. 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.

• 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.

• 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 & Power Point
• Bachelor’s degree
• Excellent communication skills
• At least 2 years’ relevant experience would generally be expected to find the skills required for this role

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…