Institutional Securities Loan Product Controller

  • Competitive
  • New York, NY, USA
  • Permanent, Full time
  • Morgan Stanley USA
  • 22 Mar 19

Institutional Securities Loan Product Controller

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 organization's 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.

Job Summary
We are currently looking for an Associate to join the Loan Product Control team in NY focused on Reporting & Analysis. The optimal candidate will be a highly motivated, self-starter with at least 3 years of experience working with loan and other credit products. Given the event-driven nature of the role, it is imperative that this individual have strong interpersonal skills and be able to work effectively with our key clients, including the business unit, Credit Risk Management and a variety of Finance groups. This individual should also be familiar with standard month-end general ledger closeout processes, significant Accounting Policies, financial and regulatory reporting and be willing and able to take on and prioritize numerous ad-hoc projects.

-Assist in the design and development of management reporting relating to the Institutional Securities loan portfolio.
-Support loan accounting inquiries from global loan product controllers by working with Accounting Policy to conclude on application of pertinent accounting guidance.
-Operate in the overall execution and continued improvement of control frameworks.
-Participate in loan related strategic projects representing global loan product controllers.
-Support projects focused on process reengineering, improving efficiency, and working with IT on improving systems for loan related initiatives.
-Manage ad-hoc requests from the ISG Global Loan Controller, business unit and other key clients.
-Support processes relating to regulatory reporting for the Institutional Securities lending portfolio including SEC 10-Q/K, CCAR, FR Y-9C and FFIEC 031.


- Strong accounting knowledge. CPA is a plus.
- Strong analytical, technical and organizational skills with high regard for attention to detail and accuracy.
- Ability to handle multiple tasks in a timely and effective manner and thrive in a fast-paced environment.
- Team player with strong interpersonal and communication skills.
- Proficient in Excel and PowerPoint.