Illinois CPA Society
Investment Management (IM) Finance, Vice President
Illinois CPA Society, New York, New York, us, 10261
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.
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 What you can expect from Morgan Stanley:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Expected base pay rates for the role will be between $145,000 and $200,000 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 diversifying its workforce (M/F/Disability/Vet).
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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.
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 What you can expect from Morgan Stanley:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Expected base pay rates for the role will be between $145,000 and $200,000 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 diversifying its workforce (M/F/Disability/Vet).
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