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Description:
Investment Management (IM) Finance, Vice President
Job Number:
3247417
POSTING DATE: Feb 26, 2024
PRIMARY LOCATION: Americas-United States of America-New York-New York
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.
Department Profile
The Finance Division reports to the Chief Financial Officer and consists of some 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 firm wide risk management and risk reduction. This division maintains relationships with Morgan Stanley’s various industry and government regulators, and also serves as the conduit of financial information to the outside investment community.
Background on the Position
The role will reside within Investment Management Finance which is a team 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 Investment Management Finance team can expect to be involved in accounting, finance and process transformation. The successful candidate will join the Investment Accounting Team.
QUALIFICATIONS
Primary Responsibilities / Experience
Interact extensively with key business unit staff, structurers, traders, internal and external counsel, compliance officer, operations, middle office, and IT
Work with the product controllers to record financial results
Support management and the business in assessing the accounting treatment for proposed transactions
Directly manage and support a portion of the investment accounting team in daily, monthly, and quarterly books and records and reporting responsibilities, including preparing quarterly financial statements, footnotes and Management Discussion and Analysis (MD&A) disclosures for the Company’s SEC filings
Responsible for timely close of business unit ledgers and the maintenance of strong internal controls
Manage product control month-end closes
Review transactions and related accounting impacts, consolidation, mark-to-market entries, capital activity, and certain bank regulatory reporting requirements for multiple entities.
Oversee and organize the preparation of monthly and quarterly business unit fluctuation analysis, internal financial reports for presentation to senior management
Making recommendations to enhance efficiency of accounting, reporting functions, valuations, reliance on systems, and increase data quality
Strong contributor to cross-functional process improvement projects affecting accounting
Qualifications:
Bachelor’s degree in Finance or Accounting (master’s degree or CPA preferred but not required)
Preferred 6-9+ years of related work experience
Results-oriented with capacity and desire to work both at a strategic and detailed analysis level
Desired strong analytical and interpersonal skills
Ability to communicate effectively, 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
Strong partnership skills and ability to interact across different support groups
Preferred technical skills, including proficiency in Microsoft Excel, PowerPoint, and Word
Effective time management and ability to meet tight deadlines, handle pressure situations, and balance multiple tasks
Experience with financial reporting and forecasting
Responsibilities:
Please refer the Job description for details