Global Capital Markets Product Controller - Lending

474 MS Services Group, Inc.; New York (NY); On-site; USD 100,000 - 155,000; Full time

Job summary

Morgan Stanley, a global financial services firm, seeks a Product Controller within ISG Finance to partner with the Investment Banking/Global Capital Markets Product Control team. The Director-level role focuses on controls, P&L, balance sheet reporting, and cross-functional oversight, with a culture of accountability and integrity.

The role emphasizes collaboration across Finance and the Firm, regulatory knowledge, and proactive risk management.

Qualifications

• Bachelor's degree in Finance/Accounting or related field is required.
• 4-8 years of experience in finance/controls is typical for the role.

Responsibilities

• Collaborate with Finance and across the Firm to deliver financial analysis and reporting.
• Lead a significant set of deliverables with a strong understanding of finance, product, and client segments.
• Identify emerging risks and contribute to mitigation strategies.
• Ensure adherence to accounting principles and regulatory guidelines and accuracy of financial statements.
• Support regulatory reporting and management reporting across business units.

Skills

Finance knowledge

Analytical skills

Excel

Alteryx

Tableau

PowerPoint

Communication

Attention to detail

Multitasking

Education

Bachelor's degree in Finance/Accounting

Tools

Alteryx

Tableau

Job description

We're seeking someone to join our Corporate Lending Finance team as a Product Controller in ISG Finance to be part of the overall Investment Banking/Global Capital Markets Product Control team. 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 a Director position within our 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, as well as management reporting across business segments or cross functional end-to-end product oversight 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.

**This is not a senior level role. Ideal candidates will have 4-8 years of experience* To qualify, applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.

What you'll do in the role:

• Collaborate with a varied group of colleagues in Finance and across the Firm
• Responsible for and lead a significant set of deliverables, leveraging advanced understanding of Finance functional area, product and/or client segment
• Proactively identify emerging risks in individual and department work and contribute to strategies for mitigating them
• Act as a role model and culture carrier; Embody and set an example of the Firm's values and hold yourself and others accountable to Firm standards
• Ensure adherence to accounting principles and regulatory guidelines and accuracy of financial statement results.
• Deliver financial analysis and reporting to the Business Unit, Senior Management, and finance counterparts.
• Identify opportunities for process enhancements, driving projects to create efficiencies, using digital tools like Alteryx and Tableau.
• Partner with the Business Unit, Risk Management, Technology, Operations, and other Controllers to provide feedback on proposed structures and transactions.
• Work with various Legal Entity Controllers on legal entity reporting, analysis and audits.
• Provide subject matter expertise in regulatory guidelines, revenue recognition and perform new product reviews among other initiatives.
• Analyze the impact of new rules and regulations on business financials and processes.
• Create test scenarios and perform user acceptance testing for key technology implementations.
• Execution of weekly, monthly & quarterly commentary on financial results for Global IBD Controllers and the ISG Loan Reporting team.
• Perform monthly Revenue, Expense and Balance Sheet reviews and reconciliations and ensure accuracy of quarterly regulatory reporting submissions.

What you'll bring to the role:

• Advanced understanding of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment
• Ability to provide positive and constructive feedback and acknowledge efforts of team members
• Ability to articulate risk and impact to various audiences, and create plans to mitigate those risks
• Bachelor's degree in Finance/Accounting or related field.
• Prior loan/syndication experience highly desirable/preferable.
• Strong analytical and technical skills including Excel, PowerPoint and Alteryx (highly desirable).
• Basic understanding of Capital Markets.
• Ability to communicate effectively across all levels
• Outstanding attention to detail and follow up.
• Excellent organizational skills.
• Aptitude to multitask, and work in a fast changing, dynamic environment.
• At least 4 years' relevant experience would generally be expected to find the skills required for this role

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.

Expected base pay rates for the role will be between $100,000 and $155,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs

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.

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.

What We Do