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Finance Manager - Investment Management, Vice President
Morgan Stanley
West Conshohocken, PA, United States
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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.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Department Profile
The Financial Control Group (FCG) is responsible for overseeing the accounting and financial and regulatory reporting for the Firm. FCG prepares external financial reports for public filings and regulators. For internal reporting FCG, along with Financial Planning and Analysis (FPA), summarizes, plans and forecasts the organizations financial position, including income statements, balance sheets, and analyses of future revenues, expenses and earnings. FCG is comprised of Business Unit Controllers, Infrastructure Controllers, Accounting, Regulatory and Reporting groups, and Valuation Review
Responsibilities Include:
• Lead a product-focused team responsible for the oversight and due diligence of management fee revenues and distribution fee expenses (including 12b-1 fees and revenue fee sharing) for Morgan Stanley Investment Management’s alternative investment and offshore mutual fund products
• Oversee and review global entity-level accounting functions including monthly journal entries, P/L reconciliations, budget/forecasting and apportionment to legal entities.
• Proactively evaluate control environment and drive improvements focused on risk management and efficiency gains
• Represent finance during new dealer/client take on processes with the business; including financial impact analysis, contract review and assessment of operational risks
• Actively engage and establish relationships with partners in fund administration, client services, sales and legal on dealer/client related efforts
• Oversee management and regulatory reporting including Board reporting, regulatory filings and financial statement audits
• Foster a positive working environment; training and developing staff
Qualifications
Skills Required:
• Bachelor’s degree or higher in Accounting, Finance or similar
• 8+ years related experience within the financial services industry; particularly alternative investments
• Experience with internal control reviews, standardization of work papers and risk mitigation
• Extensive experience with general ledger systems
• Experience managing a team; including performance assessments and developmental feedback
• Highly analytical and critical thinker
• Superior interpersonal and communication skills; ability to interact with senior levels of management
• 5+ years’ experience in managing projects
• Well-versed in Microsoft Word, Excel and PowerPoint (including pivot tables, vlookup/match functions, presentations to senior audiences)
Skills Desired:
• CPA or public accounting experience a plus
• Experience working with REVPORT
• Oracle Essbase experience a plus