Investment Banking Divisional Reporting

  • Competitive
  • Baltimore, MD, USA
  • Permanent, Full time
  • Morgan Stanley USA
  • 23 May 19

Investment Banking Divisional Reporting

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 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 Firms books and records, and by contributing to firmwide 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. Finance plays a critical role as advisor to Morgan Stanley's various businesses and its senior management team.

Background on the Team
The Investment Banking Division (IBD) Divisional Reporting team within Finance is responsible for the production and analysis of all Revenue, Expense, Risk and Metrics reporting for the Investment Banking Business unit. This includes but is not limited to producing weekly Management revenue reporting packs, monthly & quarterly due diligence packs that are presented to investor relations and the CFO, regulatory reporting and disclosures, Market share reporting (League Tables) and Net Revenue books to reported investigation. The team is seeking a highly motivated individual with strong analytical, technology (Excel and PowerPoint) and communications skills. The team of five reports locally to an officer of the firm.

Primary Responsibilities
- Management reporting for Investment Banking Division including weekly, Monthly & Quarterly revenue/expense reporting as well as budgeting and forecasting of revenues and direct expenses
- Preparation of weekly external Investment Banking revenue results and forecast
- Month end books to reported reconciliation and related research for IBD
- Coordinate commentary across Global Controller teams for revenue reporting
- Ad hoc reporting requests from Corporate Reporting, ISG Reporting, Business unit and Finance Management
- Liaison with Technology on system enhancement projects
- Testing of roll-out of new Investment Banking Reporting tool


Skills Required
- Bachelor's degree in Finance/Accounting or related field
- 7-12 years of experience
- Strong analytical and technical skills including Excel and PowerPoint
- Ability to communicate effectively across all levels
- Outstanding attention to detail and follow up
- Excellent organizational skills
- Ability to handle multiple tasks in a fast-paced environment
- Think critically, challenge accepted processes and suggest alternative solutions