Fixed Income Controllership Analyst

Morgan Stanley; Baltimore (MD); On-site; USD 58,000 - 62,000; Full time

Benefits offered by this job

Medical insurance

Prescription drug coverage

Dental and vision

Job summary

Morgan Stanley is seeking an Analyst to join the Fixed Income Controllership team within ISG Finance to provide financial analysis and business performance metrics for senior management decision making.

The role supports management reporting across ISG, WM & IM, P&L and balance sheet reporting, with exposure to end-to-end product oversight including Wealth Management products. 0-2 years’ experience is typical for this entry-level position.

Qualifications

• Willingness to learn Finance principles, tools and systems.
• Clear and concise written and verbal communication skills.
• Ability to collaborate and work effectively in a professional environment.
• 0-2 years’ relevant experience would generally be expected to find the skills required for this role.

Responsibilities

• Produce internal management reporting for all Fixed Income businesses globally, including review of daily revenues, weekly Management Committee Report, balance sheet analytics and daily P&L sign-off metrics.
• Perform month-end analysis and review of books vs. reported differences, SEC revenue classification and material items for senior management communication.
• Partner with global controllers to consolidate quarter-end due-diligence deliverables for Fixed Income Division.
• Support Fixed Income COOs and Controllers with expense-related questions.
• Participate in monthly/quarterly meetings with Fixed Income BU to provide transparency on expense variances.

Skills

Communication

Team collaboration

Learning mindset

Problem solving

Multi-project coordination

Job description

We’re seeking an Analyst to join our Fixed Income Controllership team within ISG Finance to provide financial analysis and business performance metrics to support senior management decision making.

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 Analyst level position within the Product Controllers job family which specializes in ensuring adequacy of controls, profit and loss, and balance sheet reporting, and reconciliations for a segment / business / product area. Includes management reporting across the business segments (ISG, WM & IM) and cross-functional roles with end-to-end product oversight, including Wealth Management products.

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.

What you’ll do in the role:

• Collaborate with a varied group of colleagues in Finance and across the Firm
• Develop an understanding of Finance functional area, tools and processes
• Responsible for tasks to support team deliverables, with guidance, and appropriately elevate issues to ensure timely and effective resolution
• Adhere to the Firm’s risk and regulatory standards, policies and controls
• Uphold the Firm’s values and hold yourself accountable to Firm standards
• You will produce internal management reporting for all Fixed Income businesses globally, including the review of the consolidated daily revenues reporting, oversight of the preparation of the weekly Management Committee Report (MCR) report, balance sheet analytics and daily P&L sign-off metrics
• You will perform month-end analysis and review of the books vs. reported differences, SEC revenue classification and material items that require communication with senior Finance and Business Unit management
• You will partner with global controllers to consolidate the quarter end due diligence deliverables for Fixed Income Division
• You will support the Fixed Income business unit COOs and Controllers for expense-related questions
• You will participate in monthly/quarterly meetings with Fixed Income Business Unit to provide transparency for expense variances (Month over Month, Year over Year, etc)

What you’ll bring to the role:

• Willingness to learn Finance principles, tools and systems
• Clear and concise written and verbal communication skills
• Ability to collaborate and work effectively in a professional environment
• Willingness to seek guidance and solicit feedback to further self-development
• You have experience of collaborating and motivating others to achieve success across multiple projects in differing locations
• You will be comfortable evaluating problems and offering solutions to ensure success
• You will be a keen collaborator, capable of communicating details to junior team members and senior stakeholders, while displaying a high quality of organization
• Please don’t hesitate to highlight to us your experience in this area, and/ or knowledge of Accounting Standards/ Principles
• At least 0-2 years’ relevant experience would generally be expected to find the skills required for this role

What you can expect from Morgan Stanley:

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 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.

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.

Salary range for the position: $58,000 - $62,000/ 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 20 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 mybenefits.morganstanley.com to learn more about our benefit offerings.

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.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.