Investment Management Product Control - Vice President

Morgan Stanley · New York, New York, United States of America

We’re seeking someone to join our Investment Management Finance Product Control Team. This Vice President role will lead Product Control and end-to-end Investment Management disclosures across SEC (10‑Q/10-K) and Federal Reserve reporting. The position is based in New York and sits within the Product Control and Investment Accounting function

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 Vice President level 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.

What you'll do in the role:

  • Co-Head Product Control and Publics investment accounting, including Mutual Funds, Separately Managed Accounts (SMAs), Managed Futures, consolidations, hedging, loans, seed investments, and corporate accounting.

  • Own end-to-end Investment Management external disclosures, including SEC filings (10‑Q, 10‑K) and Federal Reserve reporting.

  • Drive transformation and data governance, ensuring traceability and auditability from source systems to external disclosures, while standardizing processes, reducing manual dependencies, and improving data quality and reporting efficiency.

  • Strengthen the control environment, including SOX, CILAs, and EUCs, enhancing governance and mitigating operational risk.

  • Partner with External Reporting, Regulatory Relations, and Accounting Policy to ensure consistency, accuracy, and alignment of reporting outputs.

  • Lead cross-functional process improvements across IM Finance, Operations, Accounting Policy, and Compliance.

  • 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

What you'll bring to the role:

  • 10+ years of related work experience in Financial services industry (Investment Management industry preferred).

  • Strong financial products knowledge and related US GAAP accounting requirements. CPA Preferred.

  • Results-oriented with capacity and desire to work both at a strategic and detailed analysis level.

  • Able to synthesize and articulate results to a diverse audience (i.e. product control, business managers, business heads, CFO).

  • Ability to collaborate cross-functionally on various projects and new initiatives.

  • Effective time management and ability to meet tight deadlines, handle pressure situations, and balance multiple tasks.

  • Strong analytical and interpersonal skills and 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.

  • Bank regulatory reporting experience a plus.

  • Proficiency in data analysis tools and crafting compelling data-driven reporting (PowerBI, Alteryx and IBM Cognos/TM1) and commentary utilizing Microsoft Excel, PowerPoint, Word.

  • 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

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 $120,000 and $185,000 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.

Apply →