External Reporting Disclosures Associate

96 Morgan Stanley UK Ltd; Glasgow; Hybrid; GBP 60,000 - 85,000; Full time

Job summary

Morgan Stanley in Glasgow is seeking an External Reporting Disclosures Associate to join our Corporate Controllers team. The role delivers European regulatory reporting and supports production improvements. You will work with Finance Senior Management to ensure timely, accurate disclosures.

The role requires experience in financial/regulatory reporting and strong data skills with MS Office and analytics tools. A proactive, collaborative approach and the ability to work to deadlines are essential.

Qualifications

• Experience of financial/regulatory reporting.
• Experience of working with large datasets.
• Excellent communication skills and ability to escalate when needed.
• Proactive, self-motivated with strong problem-solving.

Responsibilities

• Prepare Regulatory Balance Sheet-based external reporting.
• Prepare commentary and analysis to support the reporting.
• Ensure production timetables are met and respond to data issues.
• Present disclosures to Finance Senior Management.
• Maintain procedures and key controls.

Skills

Financial reporting

Regulatory reporting

Large data sets

Communication skills

Risk awareness

Education

CA/ACA/ACCA qualification

Tools

Excel

Word

PowerPoint

Alteryx

PowerBI

Job description

External Reporting Disclosures Associate JR042527

Glasgow We are currently seeking an Associate to join our External Reporting team. The role will report to a Director within the Glasgow team and will produce European statistical reporting. Outside of the production cycle, this role will input towards projects such as implementing evolving regulatory requirements and production process improvements. The Disclosures team within Glasgow Finance is part of the global External Reporting team which produces financial regulatory reporting of the Firm in accordance with multiple accounting and regulatory frameworks. We have a demand for career minded individuals to join our team. The team is responsible for preparing various financial disclosures of the Firm including those produced in accordance with IFRS as well as preparation of Financial Regulatory reporting to European Regulators. As a result of the ever changing regulatory and financial reporting environment the team is a key contributor across numerous projects arising as new requirements are issued by our Regulators. The Disclosures team also invest in continual enhancement of production processes through digital tooling as well as enhancing our reporting control environment. The team works closely with a number of stakeholders across the Firm including Global Product Controllers for the Institutional Securities Group business unit, Finance Technology as well as Legal Entity Control, and the Accounting Policy Group. The team currently consists of 19 members based in Glasgow with a collaborative culture and a positive work environment, as evidenced by the average service length. The Glasgow Finance Division helps senior management and its individual business units manage the Firm's risk by implementing financial controls over our business activities. The division is crucial to safeguarding the Firm's franchise, reporting on current performance, and evaluating business opportunities. This is an Associate level position within our 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, including development, management and oversight of financial accounting & reporting systems as well as database management, including capital and liquidity reporting and external reporting functions.

What will you be doing?

• Preparing Regulatory Balance Sheet-based external reporting
• Preparing commentary and analysis to support the reporting
• Conducting the production process ensuring delivery against production timetables.
• Trouble shooting data issues during quarterly production through effective communication and escalation to local line management
• Responding to review questions raised on disclosures produced
• Presenting disclosures and analytics to members of Finance Senior Management
• Building an understanding of disclosure requirements and Morgan Stanley policies
• Maintaining written procedures documents, ensuring key controls are in place

What we're looking for:

• Experience of financial/regulatory reporting
• Experience of working with large datasets
• Excellent communication skills including ability to elevate effectively and in a timely manner
• Appreciation of escalation and risk awareness
• Ability to challenge issues and processes
• Self-motivated and able to demonstrate initiative and problem-solving abilities
• Strong work ethic with an ability to take responsibility for completing tasks and working to deadlines
• Ability to work autonomously
• Ability to balance and effectively prioritise multiple issues
• Proficient with Microsoft Office - Excel, Word, and PowerPoint

Skills that will help you in the role:

• Digital tooling knowledge (Alteryx, PowerBI)
• Financial services and/or product knowledge
• Balance Sheet controller reporting experience
• CA/ACA/ACCA qualification

The following personal attributes are important for this role:

• Confident
• Adaptable
• ProactiveSolid analytical skills
• Team worker
• Organised #LI-GB1 #LI-Hhybrid #GLREP

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. 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. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. 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.

Certified Persons Regulatory Requirements:

If this role is deemed a Certified role and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world.

In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society.