Finance Services Director jobs at Houlihan Lokey

Fin'l Srvcs: Morgan Stanley Private Bank, N.A. The information below covers the role requirements, expected candidate experience, and accompanying qualifications. is hiring for following role in NY, NY: Vice President, Business Analysis to dsgn innovative new banking tech products w/ mrkt leading competitive advantages (salary range $160,000 - $190,000). Position req's rel. degree & or exp & or skills. For more info & to apply, visit us at & enter JR017748 in search field. xevrcyc No calls pls. EOE JobiqoTJN. , Location: New York, NY - 10060

At Piper Sandler, we connect capital with opportunity to build a better future. We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities. We are currently looking for an experienced Vice President to join the top-ranked Insurance Investment Banking Group's team of 33 professionals across New York City and Chicago. The Insurance Investment Banking Group is an industry powerhouse. We provide sophisticated and highly differentiated financial advisory and capital raising services to insurance services firms (distributions, claims and other services) and insurance underwriters. Our clients also include some of the largest and most sophisticated financial sponsors, pension funds and sovereign wealth funds. We are a trusted advisor to our clients, assisting them in developing and accessing alternatives to meet their strategic objectives. Attracting only the very best professionals has been and will continue to be a key element of our success. We are focused on hiring candidates with genuine potential and interest for advancement within our firm. A successful candidate will possess the following characteristics: * Bachelor's degree and 5+ years of investment banking experience; MBA degree and 3+ years of investment banking experience * Meaningful M&A transaction experience, particularly in sell-side M&A and the insurance industry * Ability to lead junior bankers throughout a transaction; includes reviewing work, setting expectations and providing constructive feedback * Business writing skills, including the ability to write compelling selling memorandums and presentations * Analytical and financial modeling skills * Client management skills * Ability to build relationships and establish trust with internal and external stakeholders * Exceptional work ethic and a high level of enthusiasm, initiative and leadership potential As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. Our investment banking clients have access to unparalleled guidance through our deep product and sector expertise and ready access to global capital. We take pride in providing our clients with thoughtful advice and diligent execution, no matter the economic environment. Our investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. We offer in-depth knowledge and industry relationships in our core sectors of chemicals, consumer, diversified industrials & services, energy & power, financial services, healthcare and technology. Learn more about our investment banking team here. Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health and well-being. Learn more about our benefits program and how we are here for our employees and their families today, tomorrow and beyond. The anticipated starting salary for individuals expressing interest in this position is $250,000 per year. Placement within this range is dependent upon level of experience, location and other factors. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance. * LI-BSL1

The Credit Financing team is seeking a VP/Director-level structurer to join its team to assist in the structuring, rating and distribution of lending facilities backed by portfolios of corporate credit. The ideal candidate will have 5+ years of experience with structured finance and capital markets transactions, particularly in relation to CLOs, collateralized fund obligations (CFOs), rated note feeders and NAV facilities. The Credit Financing team is part of the Spread Products division within Markets. The business focuses on customized financing solutions for strategic clients including large, well-known alternative investment managers. These facilities are backed by a range of assets, including broadly syndicated and private credit loans to corporate borrowers, and are primarily retained for Citi's portfolio but may also be securitized into the capital markets or syndicated to other institutional investors. The team is small, highly collaborative and has built and maintained a market-leading lending franchise for close to two decades. The candidate will have exposure to experienced market participants and constant interactions with other teams across the Bank (businesses specializing in other asset classes, risk, operations, sales, legal, tax and accounting teams). The candidate will work on all aspects of a transaction lifecycle, including origination, negotiation, documentation, deal closing, ongoing maintenance and risk management, with a focus on interacting with rating agencies to assist in obtaining a third party rating on a given facility. The candidate will take ownership for successful delivery of our value proposition to our clients, both as lender as well as, in some cases, in the role of lead arranging bank. The candidate will get to understand and set up complex fund and lending structures and assure that our facilities maximize profitability, operational flexibility and efficiency while minimizing risk. Key Responsibilities * Serve as the key resource on the deal team for lending projects, including drafting transaction term sheets, client negotiation, rating agency interaction and review of transaction documentation * Identify key structural, credit / market risk, and operational factors present in current and prospective credit facilities, and clearly articulate strategies to minimize and manage these risks and present them to our risk partners * Work with potential syndicate partners to distribute risk * Originate and develop innovative financing solutions for Citi's clients with a focus on more complex transactions * Develop new products and structures to enable the business to more efficiently distribute risk to third parties including insurance investors * Coordinate periodic reviews with borrowers, as well as internal and external partners, to stay abreast of developments in each underlying portfolio and the broader market Minimum Qualifications: * At least 5 years of relevant experience in structuring and/or rating complex structured products * Solid understanding of the corporate credit market, private credit, leveraged loans, corporate bonds, CLOs, CFOs, rated note feeders and other asset backed securities * Knowledge of private debt funds, SPV/SPE and lending structures, as well as a strong understanding of alternative assets including direct lending, private equity and other structured instruments * Candidate must have strong cash-flow modeling skills and experience in analyzing complex debt structures * Candidate should have a good foundation in financial statement analysis in a corporate debt context * Experience working on a sell-side securitization desk or rating agency preferred * Good communication and presentation skills * Candidate must be a team player Education: Bachelor's/University degree This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. * ----------------------------------------------------- Job Family Group: Institutional Trading * ----------------------------------------------------- Job Family: Structuring * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: New York New York United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $175,000.00 - $300,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Most Relevant Skills Please see the requirements listed above. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: Oct 21, 2025 * ----------------------------------------------------- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

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 41 countries. From the largest global institutions to innovative new hedge funds, investors come to Morgan Stanley for sales, trading, and market-making services in almost every type of financial instruments including stocks, bonds, derivatives, foreign exchange, and commodities. Our professionals provide liquidity and content to clients around the world, actively assessing and managing risk, trading securities, and planning and executing transactions in the fast-changing markets. As the needs of our clients become increasingly complex, we often develop customized solutions. 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 ethics. 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. The Fixed Income Division is comprised of Credit Products, Commodities, Interest Rate and Foreign Exchange Products and Distribution. Professionals in the Division assess and actively manage risk, trade securities, and structure as well as execute innovative transactions in fast-paced and constantly changing global markets. The Fixed Income Division is a market leader across a broad range of markets, with expertise in areas including client risk management, financing solutions and investor products Sales & Trading.. Morgan Stanley FID Secured Lending group (“FSL”) is seeking a Vice President to be part of its lending portfolio management platform based in New York. FSL provides asset-backed financing facilities to both asset originators and financial sponsors, and currently manages a portfolio backed by a diverse range of assets including private credit corporate loans, leveraged loans, residential and commercial mortgages, consumer loans and others in the US, Europe and APAC. The private credit financing portfolio provides financing to private credit funds investing in first lien, unitranche, recurring revenue and other private corporate loans across multiple industries and jurisdictions. The FSL portfolio management team provides ongoing portfolio management, risk oversight and monitoring, and reports to senior management and other key constituents (e.g. Credit department, regulators, borrowers, co-lenders, etc.). Daily responsibilities would include: Review new transactions and facility amendments and conduct counterparty due diligence Perform portfolio surveillance and stress testing Prepare periodic facility and portfolio-level reporting for FSL senior leadership as well as business partners in Credit Risk and Capital Markets Prepare ad hoc analysis as needed by senior management Manage IT automation of reporting and analytics tools with an emphasis on efficiency and scalability Lead a team of junior asset managers. Responsible for training and performance management Conduct market and asset level research Candidates must have the following background & skills: Previous experience with corporate credit or structured products (ABS, RMBS, CMBS, CLOs, securitizations, etc.) is required, background in private credit is a plus 6 to 10 years experience at Banks, Buy Side Firms or Rating Agencies Excellent data management and analytical skills (MS Excel, modeling, database management, etc.) Strong written and oral communication skills Experience reading and understanding loan documents Solid knowledge of financial statements and financial accounting Business/Accounting/Finance Degree from competitive undergraduate/graduate program Previous experience managing junior employees also a positive Candidates will also demonstrate the following personal attributes: Proactive and self-directed Ownership mindset Analytical Clear communicator Strong work ethic Team player Attention to detail 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 89 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 ***************************************************** into your browser. Expected base pay rates for the role will be between $225,000 and $250,000 per year at the commencement of employment for Vice President. 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'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. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

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 41 countries. From the largest global institutions to innovative new hedge funds, investors come to Morgan Stanley for sales, trading, and market-making services in almost every type of financial instruments including stocks, bonds, derivatives, foreign exchange, and commodities. Our professionals provide liquidity and content to clients around the world, actively assessing and managing risk, trading securities, and planning and executing transactions in the fast-changing markets. As the needs of our clients become increasingly complex, we often develop customized solutions. 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 ethics. 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. The Fixed Income Division is comprised of Credit Products, Commodities, Interest Rate and Foreign Exchange Products and Distribution. Professionals in the Division assess and actively manage risk, trade securities, and structure as well as execute innovative transactions in fast-paced and constantly changing global markets. The Fixed Income Division is a market leader across a broad range of markets, with expertise in areas including client risk management, financing solutions and investor products Sales & Trading.. Morgan Stanley FID Secured Lending group ("FSL") is seeking a Vice President to be part of its lending portfolio management platform based in New York. FSL provides asset-backed financing facilities to both asset originators and financial sponsors, and currently manages a portfolio backed by a diverse range of assets including private credit corporate loans, leveraged loans, residential and commercial mortgages, consumer loans and others in the US, Europe and APAC. The private credit financing portfolio provides financing to private credit funds investing in first lien, unitranche, recurring revenue and other private corporate loans across multiple industries and jurisdictions. The FSL portfolio management team provides ongoing portfolio management, risk oversight and monitoring, and reports to senior management and other key constituents (e.g. Credit department, regulators, borrowers, co-lenders, etc.). Daily responsibilities would include: * Review new transactions and facility amendments and conduct counterparty due diligence * Perform portfolio surveillance and stress testing * Prepare periodic facility and portfolio-level reporting for FSL senior leadership as well as business partners in Credit Risk and Capital Markets * Prepare ad hoc analysis as needed by senior management * Manage IT automation of reporting and analytics tools with an emphasis on efficiency and scalability * Lead a team of junior asset managers. Responsible for training and performance management * Conduct market and asset level research Candidates must have the following background & skills: * Previous experience with corporate credit or structured products (ABS, RMBS, CMBS, CLOs, securitizations, etc.) is required, background in private credit is a plus * 6 to 10 years experience at Banks, Buy Side Firms or Rating Agencies * Excellent data management and analytical skills (MS Excel, modeling, database management, etc.) * Strong written and oral communication skills * Experience reading and understanding loan documents * Solid knowledge of financial statements and financial accounting * Business/Accounting/Finance Degree from competitive undergraduate/graduate program * Previous experience managing junior employees also a positive Candidates will also demonstrate the following personal attributes: * Proactive and self-directed * Ownership mindset * Analytical * Clear communicator * Strong work ethic * Team player * Attention to detail 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 89 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 ***************************************************** into your browser. Expected base pay rates for the role will be between $225,000 and $250,000 per year at the commencement of employment for Vice President. 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'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. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Enterprise Financial Control is a group within the Controllers Organization reporting into the Citi Chief Accounting Officer and Controller. This group is responsible for ensuring the accuracy, integrity and timeliness of the Firm's books and records, including the accuracy and integrity of the general ledger, operating systems and infrastructure controls across the entire lifecycle of various asset classes. To accomplish this, they partner with Segment Controller and Segment Financial Controller teams. The Asset Class Controller lead will report directly to the Enterprise Financial Controller. The Asset Class Controller will lead a team of subject matter experts for their asset class, focused on ensuring items are booked in the ledger with best-in-class controls. The team will be responsible for the firm`s balance sheet reconciliation and substantiation activities, data transfer and reconciliation from Risk systems to Finance data authority, including sub-weekly reconciliation of the reporting models to the statement of record, understanding the logic and aggregation for data related to the asset class, attestation to the reporting models as data contributors through to report production for their asset class. Current roles are available for the following asset classes: * Wholesale Loans * Wholesale Deposits * Trading Assets/Liabilities and Investments (AFS/HTM) Responsibilities: * Responsible for ensuring the accuracy, integrity and timeliness of the Firm's books and records, including the accuracy and integrity of the general ledger, operating systems and infrastructure controls across the entire lifecycle of various asset classes. * Responsible for reconciliation and substantiation activities of their asset class * Responsible for Data transfer and reconciliation from Risk systems to Finance data authority (e.g., GL, Genesis, MDRMs etc.) * Responsible for understanding the logic and aggregation of data related to their asset classes. * Responsible for the sub-weekly reconciliation of the reporting models to the statement of record * Owns daily netting engines where applicable (FIN39/41, CUSIP), and interaction with legal. * Monthly substantiation of the ledger back to the statement of record via the subledger * Attestation to the reporting models as data contributors through to report production * Oversee the accounting treatment of activity in the Financial Statements * Drive and deliver strategic improvements in the reporting processes across their asset class. * Serve as a key point of contact for stakeholders regarding financial matters for the asset class. * Identify and mitigate financial risks through effective internal controls. * Oversee the implementation and maintenance of accounting systems and technologies for the respective asset classes. Qualifications: * 10+ years relevant experience including managing teams. * Advanced level of accounting knowledge and experience with banking products. * Strong leadership and management skills. * Sound judgment to make decisions based on thoughtful and balanced analysis of highly complex issues. * Sense of urgency in implementing processes and controls and evaluating priorities; decisive, action-oriented and practical. * Ability to align cross functional teams and resources to drive overall strategy. * Demonstrated ability to manage multiple priorities under demanding time frames * Flexibility to meet changing work requirements and strict deadlines. * Outstanding presentation, communication, interpersonal and coaching skills. Ability to work across different levels of management and support functions. * Ability to develop effective and productive working relationships with a wide range of groups across Citi as well as external auditors and regulators. * Strong strategic thinking skills. * Digital savvy Education: * Bachelors/University degree, Master's degree/CFA/CPA preferred, managerial experience. * ----------------------------------------------------- Job Family Group: Finance * ----------------------------------------------------- Job Family: Financial Accounting * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: New York New York United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $170 000,00 - $300 000,00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Most Relevant Skills Accounting Processes and Financial Controls, Assessment, Credible Challenge, Financial Accounting, Management Reporting, Policy and Regulation, Risk Management. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: ene 01, 2026 * ----------------------------------------------------- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

Enterprise Financial Control is a group within the Controllers Organization reporting directly to the Citi Chief Accounting Officer and Controller. This group is responsible for ensuring the accuracy, integrity and timeliness of the Firm's books and records, including the accuracy and integrity of the general ledger, operating systems and infrastructure controls across the entire lifecycle of various asset classes. This role will report directly to the Enterprise Financial Controller. The Segment Financial Controller will lead a team of subject matter experts for their segment, focused on ensuring items are booked in the general ledger with best-in-class controls. The team will be responsible for their Segment's balance sheet and income statement integrity and partner with their Segment Controller teams on adjustments or reconciliation issues. In addition, they will partner with the Asset Class Controller teams on balance sheet reconciliation and substantiation activities for their respective Segment. Current roles are available for the following business segments: * Markets and Corporate Treasury * Services Responsibilities: * Responsible for ensuring the accuracy, integrity and timeliness of the Segments books and records, including the accuracy and integrity of the general ledger, operating systems and infrastructure controls across their Segment. * Oversee the accounting treatment of activity in the Financial Statements * Responsible for adjustments and reconciliation of financial results to the general ledger. * Responsible for understanding the logic and aggregation of data related to their Segment. * Responsible for the sub-weekly reconciliation of the reporting models to the statement of record * Attestation to the reporting models as data contributors through to report production * Drive and deliver strategic improvements in the reconciliation and reporting processes across their Segment. * Serve as a key point of contact for stakeholders regarding financial matters for their Segment. * Identify and mitigate financial risks through effective internal controls. * Oversee the implementation and maintenance of accounting systems and technologies for the respective Segment. Qualifications: * 10+ years relevant experience including managing teams. * Advanced level of accounting knowledge and experience with banking products. * Strong leadership and management skills. * Sound judgment to make decisions based on thoughtful and balanced analysis of highly complex issues. * Sense of urgency in implementing processes and controls and evaluating priorities; decisive, action-oriented and practical. * Ability to align cross functional teams and resources to drive overall strategy. * Demonstrated ability to manage multiple priorities under demanding time frames * Flexibility to meet changing work requirements and strict deadlines. * Outstanding presentation, communication, interpersonal and coaching skills. Ability to work across different levels of management and support functions. * Ability to develop effective and productive working relationships with a wide range of groups across Citi as well as external auditors and regulators. * Strong strategic thinking skills. * Digital savvy Education: * Bachelors/University degree, Master's degree/CFA/CPA preferred, managerial experience. * ----------------------------------------------------- Job Family Group: Finance * ----------------------------------------------------- Job Family: Financial Accounting * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: New York New York United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $170 000,00 - $300 000,00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Most Relevant Skills Accounting Processes and Financial Controls, Assessment, Credible Challenge, Financial Accounting, Management Reporting, Policy and Regulation, Risk Management. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: ene 01, 2026 * ----------------------------------------------------- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

Enterprise Financial Control is a group within the Controllers Organization reporting into the Citi Chief Accounting Officer and Controller. This group is responsible for ensuring the accuracy, integrity and timeliness of the Firm's books and records, including the accuracy and integrity of the general ledger, operating systems and infrastructure controls across the entire lifecycle of various asset classes. To accomplish this, they partner with Segment Controller and Segment Financial Controller teams. The Asset Class Controller lead will report directly to the Enterprise Financial Controller. The Asset Class Controller will lead a team of subject matter experts for their asset class, focused on ensuring items are booked in the ledger with best-in-class controls. The team will be responsible for the firm`s balance sheet reconciliation and substantiation activities, data transfer and reconciliation from Risk systems to Finance data authority, including sub-weekly reconciliation of the reporting models to the statement of record, understanding the logic and aggregation for data related to the asset class, attestation to the reporting models as data contributors through to report production for their asset class. Current roles are available for the following asset classes: Wholesale Loans Wholesale Deposits Trading Assets/Liabilities and Investments (AFS/HTM) Responsibilities: Responsible for ensuring the accuracy, integrity and timeliness of the Firm's books and records, including the accuracy and integrity of the general ledger, operating systems and infrastructure controls across the entire lifecycle of various asset classes. Responsible for reconciliation and substantiation activities of their asset class Responsible for Data transfer and reconciliation from Risk systems to Finance data authority (e.g., GL, Genesis, MDRMs etc.) Responsible for understanding the logic and aggregation of data related to their asset classes. Responsible for the sub-weekly reconciliation of the reporting models to the statement of record Owns daily netting engines where applicable (FIN39/41, CUSIP), and interaction with legal. Monthly substantiation of the ledger back to the statement of record via the subledger Attestation to the reporting models as data contributors through to report production Oversee the accounting treatment of activity in the Financial Statements Drive and deliver strategic improvements in the reporting processes across their asset class. Serve as a key point of contact for stakeholders regarding financial matters for the asset class. Identify and mitigate financial risks through effective internal controls. Oversee the implementation and maintenance of accounting systems and technologies for the respective asset classes. Qualifications: 10+ years relevant experience including managing teams. Advanced level of accounting knowledge and experience with banking products. Strong leadership and management skills. Sound judgment to make decisions based on thoughtful and balanced analysis of highly complex issues. Sense of urgency in implementing processes and controls and evaluating priorities; decisive, action-oriented and practical. Ability to align cross functional teams and resources to drive overall strategy. Demonstrated ability to manage multiple priorities under demanding time frames Flexibility to meet changing work requirements and strict deadlines. Outstanding presentation, communication, interpersonal and coaching skills. Ability to work across different levels of management and support functions. Ability to develop effective and productive working relationships with a wide range of groups across Citi as well as external auditors and regulators. Strong strategic thinking skills. Digital savvy Education: Bachelors/University degree, Master's degree/CFA/CPA preferred, managerial experience. ------------------------------------------------------ Job Family Group: Finance ------------------------------------------------------ Job Family: Financial Accounting ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: New York New York United States ------------------------------------------------------ Primary Location Full Time Salary Range: $170 000,00 - $300 000,00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Accounting Processes and Financial Controls, Assessment, Credible Challenge, Financial Accounting, Management Reporting, Policy and Regulation, Risk Management. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: ene 01, 2026 ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

Enterprise Financial Control is a group within the Controllers Organization reporting directly to the Citi Chief Accounting Officer and Controller. This group is responsible for ensuring the accuracy, integrity and timeliness of the Firm's books and records, including the accuracy and integrity of the general ledger, operating systems and infrastructure controls across the entire lifecycle of various asset classes. This role will report directly to the Enterprise Financial Controller. The Segment Financial Controller will lead a team of subject matter experts for their segment, focused on ensuring items are booked in the general ledger with best-in-class controls. The team will be responsible for their Segment's balance sheet and income statement integrity and partner with their Segment Controller teams on adjustments or reconciliation issues. In addition, they will partner with the Asset Class Controller teams on balance sheet reconciliation and substantiation activities for their respective Segment. Current roles are available for the following business segments: Markets and Corporate Treasury Services Responsibilities: Responsible for ensuring the accuracy, integrity and timeliness of the Segments books and records, including the accuracy and integrity of the general ledger, operating systems and infrastructure controls across their Segment. Oversee the accounting treatment of activity in the Financial Statements Responsible for adjustments and reconciliation of financial results to the general ledger. Responsible for understanding the logic and aggregation of data related to their Segment. Responsible for the sub-weekly reconciliation of the reporting models to the statement of record Attestation to the reporting models as data contributors through to report production Drive and deliver strategic improvements in the reconciliation and reporting processes across their Segment. Serve as a key point of contact for stakeholders regarding financial matters for their Segment. Identify and mitigate financial risks through effective internal controls. Oversee the implementation and maintenance of accounting systems and technologies for the respective Segment. Qualifications: 10+ years relevant experience including managing teams. Advanced level of accounting knowledge and experience with banking products. Strong leadership and management skills. Sound judgment to make decisions based on thoughtful and balanced analysis of highly complex issues. Sense of urgency in implementing processes and controls and evaluating priorities; decisive, action-oriented and practical. Ability to align cross functional teams and resources to drive overall strategy. Demonstrated ability to manage multiple priorities under demanding time frames Flexibility to meet changing work requirements and strict deadlines. Outstanding presentation, communication, interpersonal and coaching skills. Ability to work across different levels of management and support functions. Ability to develop effective and productive working relationships with a wide range of groups across Citi as well as external auditors and regulators. Strong strategic thinking skills. Digital savvy Education: Bachelors/University degree, Master's degree/CFA/CPA preferred, managerial experience. ------------------------------------------------------ Job Family Group: Finance ------------------------------------------------------ Job Family: Financial Accounting ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: New York New York United States ------------------------------------------------------ Primary Location Full Time Salary Range: $170 000,00 - $300 000,00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Accounting Processes and Financial Controls, Assessment, Credible Challenge, Financial Accounting, Management Reporting, Policy and Regulation, Risk Management. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: ene 01, 2026 ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

Enterprise Financial Control is a group within the Controllers Organization reporting into the Citi Chief Accounting Officer and Controller. This group is responsible for ensuring the accuracy, integrity and timeliness of the Firm's books and records, including the accuracy and integrity of the general ledger, operating systems and infrastructure controls across the entire lifecycle of various asset classes. To accomplish this, they partner with Segment Controller and Segment Financial Controller teams. The Asset Class Controller lead will report directly to the Enterprise Financial Controller. The Asset Class Controller will lead a team of subject matter experts for their asset class, focused on ensuring items are booked in the ledger with best-in-class controls. The team will be responsible for the firm`s balance sheet reconciliation and substantiation activities, data transfer and reconciliation from Risk systems to Finance data authority, including sub-weekly reconciliation of the reporting models to the statement of record, understanding the logic and aggregation for data related to the asset class, attestation to the reporting models as data contributors through to report production for their asset class. Current roles are available for the following asset classes: + Wholesale Loans + Wholesale Deposits + Trading Assets/Liabilities and Investments (AFS/HTM) **Responsibilities:** + Responsible for ensuring the accuracy, integrity and timeliness of the Firm's books and records, including the accuracy and integrity of the general ledger, operating systems and infrastructure controls across the entire lifecycle of various asset classes. + Responsible for reconciliation and substantiation activities of their asset class + Responsible for Data transfer and reconciliation from Risk systems to Finance data authority (e.g., GL, Genesis, MDRMs etc.) + Responsible for understanding the logic and aggregation of data related to their asset classes. + Responsible for the sub-weekly reconciliation of the reporting models to the statement of record + Owns daily netting engines where applicable (FIN39/41, CUSIP), and interaction with legal. + Monthly substantiation of the ledger back to the statement of record via the subledger + Attestation to the reporting models as data contributors through to report production + Oversee the accounting treatment of activity in the Financial Statements + Drive and deliver strategic improvements in the reporting processes across their asset class. + Serve as a key point of contact for stakeholders regarding financial matters for the asset class. + Identify and mitigate financial risks through effective internal controls. + Oversee the implementation and maintenance of accounting systems and technologies for the respective asset classes. **Qualifications:** + 10+ years relevant experience including managing teams. + Advanced level of accounting knowledge and experience with banking products. + Strong leadership and management skills. + Sound judgment to make decisions based on thoughtful and balanced analysis of highly complex issues. + Sense of urgency in implementing processes and controls and evaluating priorities; decisive, action-oriented and practical. + Ability to align cross functional teams and resources to drive overall strategy. + Demonstrated ability to manage multiple priorities under demanding time frames + Flexibility to meet changing work requirements and strict deadlines. + Outstanding presentation, communication, interpersonal and coaching skills. Ability to work across different levels of management and support functions. + Ability to develop effective and productive working relationships with a wide range of groups across Citi as well as external auditors and regulators. + Strong strategic thinking skills. + Digital savvy **Education:** + Bachelors/University degree, Master's degree/CFA/CPA preferred, managerial experience. ------------------------------------------------------ **Job Family Group:** Finance ------------------------------------------------------ **Job Family:** Financial Accounting ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** New York New York United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $170 000,00 - $300 000,00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Accounting Processes and Financial Controls, Assessment, Credible Challenge, Financial Accounting, Management Reporting, Policy and Regulation, Risk Management. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** ene 01, 2026 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Enterprise Financial Control is a group within the Controllers Organization reporting directly to the Citi Chief Accounting Officer and Controller. This group is responsible for ensuring the accuracy, integrity and timeliness of the Firm's books and records, including the accuracy and integrity of the general ledger, operating systems and infrastructure controls across the entire lifecycle of various asset classes. This role will report directly to the Enterprise Financial Controller. The Segment Financial Controller will lead a team of subject matter experts for their segment, focused on ensuring items are booked in the general ledger with best-in-class controls. The team will be responsible for their Segment's balance sheet and income statement integrity and partner with their Segment Controller teams on adjustments or reconciliation issues. In addition, they will partner with the Asset Class Controller teams on balance sheet reconciliation and substantiation activities for their respective Segment. Current roles are available for the following business segments: + Markets and Corporate Treasury + Services **Responsibilities:** + Responsible for ensuring the accuracy, integrity and timeliness of the Segments books and records, including the accuracy and integrity of the general ledger, operating systems and infrastructure controls across their Segment. + Oversee the accounting treatment of activity in the Financial Statements + Responsible for adjustments and reconciliation of financial results to the general ledger. + Responsible for understanding the logic and aggregation of data related to their Segment. + Responsible for the sub-weekly reconciliation of the reporting models to the statement of record + Attestation to the reporting models as data contributors through to report production + Drive and deliver strategic improvements in the reconciliation and reporting processes across their Segment. + Serve as a key point of contact for stakeholders regarding financial matters for their Segment. + Identify and mitigate financial risks through effective internal controls. + Oversee the implementation and maintenance of accounting systems and technologies for the respective Segment. **Qualifications:** + 10+ years relevant experience including managing teams. + Advanced level of accounting knowledge and experience with banking products. + Strong leadership and management skills. + Sound judgment to make decisions based on thoughtful and balanced analysis of highly complex issues. + Sense of urgency in implementing processes and controls and evaluating priorities; decisive, action-oriented and practical. + Ability to align cross functional teams and resources to drive overall strategy. + Demonstrated ability to manage multiple priorities under demanding time frames + Flexibility to meet changing work requirements and strict deadlines. + Outstanding presentation, communication, interpersonal and coaching skills. Ability to work across different levels of management and support functions. + Ability to develop effective and productive working relationships with a wide range of groups across Citi as well as external auditors and regulators. + Strong strategic thinking skills. + Digital savvy **Education:** + Bachelors/University degree, Master's degree/CFA/CPA preferred, managerial experience. ------------------------------------------------------ **Job Family Group:** Finance ------------------------------------------------------ **Job Family:** Financial Accounting ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** New York New York United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $170 000,00 - $300 000,00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Accounting Processes and Financial Controls, Assessment, Credible Challenge, Financial Accounting, Management Reporting, Policy and Regulation, Risk Management. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** ene 01, 2026 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

We're seeking someone to join our Finance Centralized Management team as a Vice President in Finance Change to implement projects serving the Finance Division, which is responsible for the end to end delivery of financial and regulatory programs. 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 the Portfolio & Change Management job family which manages strategic change management, process re-engineering, and establishment of control procedures for projects. Focus on milestone delivery across projects, manage risks and issues that impact program objectives, and facilitate communication across related projects and impacted stakeholders to keep programs on track. 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: * Collaborate with a varied group of colleagues across Finance and Technology in a very dynamic, rapidly evolving, high pressure, high visibility project setting * Responsible for and lead a significant set of deliverables, leveraging advanced understanding of Finance functional area, product and/or client segment * Proactively identify and mitigate risk * Plan and execute meetings with the stakeholders raising appropriate status, risks, and issues * Act as the point person between Finance and Technology teams during all phases of the program management life cycle (detailed data analysis, planning and executing the testing phase with all stakeholders, facilitating transition to BAU processes to Finance Controllers) * 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 * Manage, attract, develop and retain talent for team within Finance while creating an inclusive environment; translate Firmwide goals into actionable goals for department/function What you'll bring to the role: * Advanced understanding of the finance functions and processes of a financial service organizations such as General Ledger accounting/finance processes, US GAAP/IFRS accounting principles, and regulatory reporting * Experience across a range of financial products (Fixed Income, Equity, Derivatives, Loans) * Experience in Business Analysis working on projects for the Finance department of an investment bank / financial services company. * Strong data analysis and problem-solving skills are required to perform detailed data quality analysis, root cause issue analysis, and data reconciliations. * Experience in agile methodologies and iterative incremental code releases * Experience in the following systems: MS Office tools, Visio, Alteryx, Axiom, Rally, Jira * Ability to provide positive and constructive feedback and acknowledge efforts of team members * Excellent communication skills with ability to articulate risk and impact to various audiences, and create plans to mitigate those risks * At least 6 years' relevant experience would generally be expected to find the skills required for this role What you can expect from Morgan Stanley: We have a track record of innovation and passion for unlocking new opportunities, we help our clients raise, manage and allocate capital. We do this by offering a wide range of investment banking, securities, wealth management and asset management services. All that we do at Morgan Stanley is driven by our five core values: do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. These aren't just beliefs, they guide the decisions we make every day, ensuring we do what's best for our clients, communities and more than 80,000 employees around the world. And at the core of our success are the people who drive it - relentless collaborators and creative thinkers who are fueled by diverse thinking and experiences. Wherever you are in our 1,200 global offices, you'll have the opportunity to work alongside the best and the brightest in an environment where you are empowered to achieve your full potential. 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. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. 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 89 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 ***************************************************** into your browser. Expected base pay rates for the role will be between $120,000 and $205,000 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'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. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Morgan Stanley is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management (WM), and Asset Management. Morgan Stanley provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and cash management, annuities, insurance, retirement, and trust services. 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 doing the right thing, putting clients first, leading with exceptional ideas and a commitment to diversity and inclusion. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, achieve, and grow. Department Profile: The WM and U.S. Banks Financial Crimes Risk Team is embedded within the Firm's business line. It is responsible for identifying, assessing, and escalating potential money laundering and reputational risk issues associated with higher risk client types and higher risk products and services. The WM and U.S. Banks Financial Crimes Risk Team is considered the first line of defense and supports the onboarding, enhanced due diligence, and negative news processes for Morgan Stanley. Responsibilities: The Vice President, WM Financial Crimes Risk Office is responsible for the risk oversight of Financial Crimes and KYC activities within the first line of defense. The role will support leadership in the execution of the strategic direction and oversight of BSA Fraud, Sanctions and Travel Rule. The role will facilitate the execution of the strategic direction of the Financial Crimes programs, performing oversight responsibilities and escalating potential gaps and risks. This position will work closely with the business, the second- and third-line stakeholders to ensure the business is compliant with all relevant Financial Crimes laws and regulations through the proper implementation an execution of applicable MS' policies, standards, and procedures. Vice President, Financial Crimes Risk Office; Fraud, Sanctions, Travel Rule: •Support the implementation of transformational, high-impact enhancements across Financial Crimes Risk programs to drive risk reduction, implement efficiencies, design and implement new or enhanced controls and improve client experience •Support the execution of target operating model for in-scope Financial Crimes Risk & Control programs, including but not limited to the oversight of BSA related Fraud issues, Sanctions and Travel rule •Drive consistency and standardization of Risk & Control programs and processes included the oversight of BSA related Fraud issues, Sanctions and Travel rule •Partner with and influence a wide range of stakeholders from 1st line, 2nd line and 3rd line •Identify, escalate, and support management as it relates to identification and remediation of top & emerging risks •Engage with various 1st line teams across WM to assess the impact of financial crimes risks in their area •Support the implementation of oversight reporting and associated working group forums to review risk items, KRIs, KPIs Required Experience: •7+ years of relevant experience with transformation programs and/or Financial Crimes risk management programs •Bachelor degree in Business, Finance, or other related fields •Strong understanding of Financial Crimes Risk, Relevant experience with BSA/AML Regulations within the financial services industry, or at a financial services regulator (e.g., FINRA, Securities and Exchange Commission, Office of the Comptroller of the Currency, Federal Reserve Bank, etc.) is a plus •Regulatory remediation experience at global, large-scale bank is a plus •Strong leadership qualities with the ability to manage teams and evidence a strong work ethic as well as a high degree of integrity •Knowledge of Financial Crimes laws and regulations and familiarity with best practice first line procedures and processes •Experience with Sanctions and Travel Rule •Experience with Fraud a strong plus the oversight of BSA related Fraud issues, Sanctions and Travel rule Ability to: •Deliver high impact with a high sense of urgency •Juggle competing critical priorities while demonstrating timely and tangible progress •Effectively navigate a highly complex and high velocity environment with a wide range of stakeholders •Communicate complex matters in a concise, crisp, and action-oriented manner for different sets of stakeholders, including executive management •Lead with confidence and comfort in high-paced and high-profile environments with minimum supervision •Identify issues, investigate root causes, and escalate promptly •Handle highly confidential information professionally and with appropriate discretion 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 89 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 ***************************************************** into your browser. Expected base pay rates for the role will be between $140K-$200K 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'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. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Morgan Stanley is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management (WM), and Asset Management. Morgan Stanley provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and cash management, annuities, insurance, retirement, and trust services. 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 doing the right thing, putting clients first, leading with exceptional ideas and a commitment to diversity and inclusion. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, achieve, and grow. Department Profile: The WM and U.S. Banks Financial Crimes Risk Team is embedded within the Firm's business line. It is responsible for identifying, assessing, and escalating potential money laundering and reputational risk issues associated with higher risk client types and higher risk products and services. The WM and U.S. Banks Financial Crimes Risk Team is considered the first line of defense and supports the onboarding, enhanced due diligence, and negative news processes for Morgan Stanley. Responsibilities: The Vice President, WM Financial Crimes Risk Office is responsible for the risk oversight of Financial Crimes and KYC activities within the first line of defense. The role will support leadership in the execution of the strategic direction and oversight of BSA Fraud, Sanctions and Travel Rule. The role will facilitate the execution of the strategic direction of the Financial Crimes programs, performing oversight responsibilities and escalating potential gaps and risks. This position will work closely with the business, the second- and third-line stakeholders to ensure the business is compliant with all relevant Financial Crimes laws and regulations through the proper implementation an execution of applicable MS' policies, standards, and procedures. Vice President, Financial Crimes Risk Office; Fraud, Sanctions, Travel Rule: * Support the implementation of transformational, high-impact enhancements across Financial Crimes Risk programs to drive risk reduction, implement efficiencies, design and implement new or enhanced controls and improve client experience * Support the execution of target operating model for in-scope Financial Crimes Risk & Control programs, including but not limited to the oversight of BSA related Fraud issues, Sanctions and Travel rule * Drive consistency and standardization of Risk & Control programs and processes included the oversight of BSA related Fraud issues, Sanctions and Travel rule * Partner with and influence a wide range of stakeholders from 1st line, 2nd line and 3rd line * Identify, escalate, and support management as it relates to identification and remediation of top & emerging risks * Engage with various 1st line teams across WM to assess the impact of financial crimes risks in their area * Support the implementation of oversight reporting and associated working group forums to review risk items, KRIs, KPIs Required Experience: * 7+ years of relevant experience with transformation programs and/or Financial Crimes risk management programs * Bachelor degree in Business, Finance, or other related fields * Strong understanding of Financial Crimes Risk, Relevant experience with BSA/AML Regulations within the financial services industry, or at a financial services regulator (e.g., FINRA, Securities and Exchange Commission, Office of the Comptroller of the Currency, Federal Reserve Bank, etc.) is a plus * Regulatory remediation experience at global, large-scale bank is a plus * Strong leadership qualities with the ability to manage teams and evidence a strong work ethic as well as a high degree of integrity * Knowledge of Financial Crimes laws and regulations and familiarity with best practice first line procedures and processes * Experience with Sanctions and Travel Rule * Experience with Fraud a strong plus the oversight of BSA related Fraud issues, Sanctions and Travel rule Ability to: * Deliver high impact with a high sense of urgency * Juggle competing critical priorities while demonstrating timely and tangible progress * Effectively navigate a highly complex and high velocity environment with a wide range of stakeholders * Communicate complex matters in a concise, crisp, and action-oriented manner for different sets of stakeholders, including executive management * Lead with confidence and comfort in high-paced and high-profile environments with minimum supervision * Identify issues, investigate root causes, and escalate promptly * Handle highly confidential information professionally and with appropriate discretion 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 89 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 ***************************************************** into your browser. Expected base pay rates for the role will be between $140K-$200K 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'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. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Morgan Stanley is a global financial services firm that conducts its business through three principal business segments - Institutional Securities, Wealth Management, and Investment Management. Morgan Stanley provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and cash management, annuities, insurance, retirement, and trust services. 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 doing the right thing, putting clients first, leading with exceptional ideas and a commitment to diversity and inclusion. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, achieve, and grow. Department Profile: The Investment Management (IM) Financial Crimes Risk Team is embedded within the Firm's business line. It is responsible for identifying, assessing, and escalating potential money laundering and reputational risk issues associated with higher risk client types. The IM Financial Crimes Risk Team is considered the first line of defense and supports the onboarding, enhanced due diligence, and negative news processes for Morgan Stanley. Primary Responsibilities: The Vice President - Risk and Controls Officer is responsible for executing the firm's first line Financial Crimes program for IM. The role will be responsible for assisting in the execution of the strategic direction of the Financial Crimes programs, performing oversight responsibilities and escalating potential gaps and risks. This position will work closely with the business, the second- and third-line stakeholders to ensure the business is compliant with all relevant Financial Crimes laws and regulations through the proper implementation an execution of applicable MS' policies, standards, and procedures. The Vice President - Risk and Controls Officer (IM) will: •Lead end to end risk identification and assessment for 1L owned Financial Crimes Risks and controls by collaborating with various 1L teams for IM to assess the impact of financial crimes risks •Plan and perform internal reviews of procedures and controls residing to ensure that controls are adequately designed and are operating effectively. •Proactively engage appropriate stakeholders and partners to lead the implementation of enhanced processes and controls build-out for any identified control gaps or opportunities for enhancement. •Develop reporting and effectively and timely communicate risk management issues and internal control deficiencies with properly vetted and proposed solutions. •Lead implementation for project deliverables for Risk and Control assessments under the firm-wide Non-Financial Risk Assessment (NFRA) program including creation of risk records under NFRA, mapping of controls and completion of assessment for 1L owned Financial Crimes risks •Create control testing/ monitoring scripts and perform and support control reviews as required •Assist in the remediation of control gaps and deficiencies identified from Annual Risk Assessments and resolution of investigations as recommended by second line •Assist with the design and development of comprehensive action plans as required (e.g. regulatory, strategic, transformation initiatives or policy implementations.) •Collaborate with internal stakeholders including Business Leaders, Second Line, Technology, and Internal Audit. Required Experience and Skills: •8+ years of relevant experience with BSA/AML Regulations within the financial services industry, or at a financial services regulator (e.g., FINRA, Securities and Exchange Commission, Office of the Comptroller of the Currency, Federal Reserve Bank, etc.) •Relevant experience managing implementation of operational risk framework including risk and controls assessments and control management is required •Bachelor's degree in Business, Finance, Legal, or other related fields. •Strong understanding of Investment Management processes as well as Investment due diligence practices for Public and Private Funds. •Strong leadership qualities with the ability to manage teams and evidence a strong work ethic as well as a high degree of integrity. •Implementation and execution of Financial Crimes Programs requirements •Knowledge of Financial Crimes laws and regulations and familiarity with best practice first line procedures and processes •Certified as an Anti-Money Laundering Specialist by ACAMS or equivalent AML certification/license is a plus. Ability to: •Analyze, summarize, and communicate effectively •Operate with confidence and comfort in high-paced and high-profile environments with minimum supervision •Distill complex ideas and concepts into actionable items. •Multitask effectively and execute actions promptly •Identify issues, investigate root causes, and escalate promptly •Handle highly confidential information professionally and with appropriate discretion 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. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). 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 89 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 ***************************************************** into your browser. Expected base pay rates for the role will be between $140,000 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'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. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The Wealth Management (WM) Chief Data Office (CDO) sits within the WM Risk organization and strives to find the right balance between risk management and business enablement. WM CDO's mission is to: prevent unauthorized access to or misuse of client sensitive data and assets; abide by relevant privacy laws and regulations; effectively retain, retrieve, and protect information and records; and mitigate risks caused by inaccurate, untimely, or incomplete WM data. The Fraud Risk Team within WM CDO works to define appropriate fraud risk thresholds for WM and govern controls that keep net external fraud losses within tolerance while achieving business objectives. Role Description: The WM Fraud Risk Team seeks an experienced professional to support efforts in the development of fraud mitigation controls for the purchase, sale, or transfer of cryptocurrencies. This individual will assess and document scenarios that pose significant cryptocurrency fraud risk to Morgan Stanley and our clients. Each scenario will be researched and evaluated to apply appropriate controls that sufficiently mitigate risks and are in line with industry standards. They will also be responsible for responding to fraud incidents involving cryptocurrencies and highlighting any deficiencies through an after-action report. Key responsibilities include: Performing end-to-end risk assessments of platforms, including Morgan Stanley Online and E*TRADE, to document existing controls and prescribe control recommendations to prevent cryptocurrency fraud Supporting platforms, product, technology, cyber, and fraud teams to ensure cryptocurrency fraud controls are effectively designed to prevent cryptocurrency fraud Identifying, measuring, mitigating, and reporting on cryptocurrency fraud attempts, successes, and trends against all platforms and cryptocurrency products Providing status reports to senior management, auditors, and regulators Performing ad hoc analyses and participating in special projects as needed by management Qualifications: Bachelor's degree required 7-10 years of relevant experience in a risk, control improvement, or assurance function, preferably in the financial services industry Fundamental understanding of cryptocurrency and blockchain technologies Experience with specific cryptocurrencies, their respective uses, and risk profiles Cognizance of emerging financial regulations related to cryptocurrency Comfort challenging and escalating risks and decisions Excellent written and verbal communication skills, with the ability to communicate at all levels within the organization Exceptional critical thinking, problem-solving, and research skills Ability to independently manage and execute on multiple, simultaneous workstreams and exhibit strong attention to detail Expertise in office productivity software, data analysis, and collaboration tools Preferred Qualifications: Understanding of the fraud risk landscape and experience using fraud actor tools, techniques, and practices to inform strategy Knowledge of the financial services industry; preferably in wealth management, finance, operations, or technology Familiarity with visualization tools (e.g., Tableau, Dataiku) 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 89 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 ***************************************************** into your browser. Expected base pay rates for the role will be between $110,000 and $190,000 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'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. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Company Profile Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, and wealth and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, and individuals. 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 ethics. 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. Team Profile Corporate Reporting serves as the definitive source for the Firms consolidated financial data and is responsible for the month end close and consolidation process of the Firm's financials. The team produces the Firm's financial supplement which is filed with the SEC and released to news agencies. In addition, the team produces internal and external financial reports, statistical data and metrics used by the Chief Financial Officer, the senior management team and Board of Directors in the analysis and evaluation of the Firm's performance. We work with regulators, auditors, and other external constituents to ensure confidence in and understanding of the Firms financial reporting. This is a Director level position within the Corporate Controllers, Reporting & Accounting job family which is responsible for the accuracy and control of the Firm's books and records to produce the consolidated firm, segment and legal entities financial statements. The group owns the Firm's financial reporting under US GAAP, International GAAP and the global regulatory regimes. Responsibilities include the development, management and oversight of financial accounting & reporting systems as well as database management. Includes capital and liquidity reporting and external reporting functions. Responsibilities Include: * Work in a cohesive team responsible for the preparation of Morgan Stanley's consolidated financial statements and earnings release financial supplement * Prepare and analyze quarterly earnings supporting documentation for senior stakeholders; monitor KPIs and drivers to identify and highlight areas of risk and execute key reporting controls * Prepare, review, and confirm financial schedules and commentary, and participate in diligence meetings for regulatory filings (8-K, 10-Q/K, FR-Y-9C, FR-Y14Q/A) * Drive meaningful reporting and analysis for stakeholders across finance and the Firm, and contribute to our continuous process improvement initiatives * Actively participate and engage with other finance controllers in preparation of ad hoc analysis and special projects by creating thorough, insightful financial reports and providing high quality analysis * Collect and analyze quarterly data from business unit controllers * Coordinate with stakeholders and users to establish an efficient operating model for new business processes * Responsible for the preparation and qualitative analysis of monthly quarterly reports around stockholders' equity, debt valuation adjustment and non-controlling interest partners Qualifications: * Bachelor's degree, preferably in accounting, finance, or a related discipline * 5 years+ experience in financial reporting, financial services experience preferred * Ability to meet tight deadlines while ensuring data integrity while working in a fast-paced environment * Strong analytic capabilities, including ability to summarize complex business issues and detailed analysis with clarity and brevity * Superior Excel, Pivot tables, Macro, and general MS Office skills * Understanding of financial systems, reporting and business processes (SAP-BPC/EPM preferred) * Adaptable to the changing demands of a reporting environment while being responsive to the needs of management What you can expect from Morgan Stanley: We have a track record of innovation and passion for unlocking new opportunities, we help our clients raise, manage and allocate capital. We do this by offering a wide range of investment banking, securities, wealth management and asset management services. All that we do at Morgan Stanley is driven by our five core values: do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. These aren't just beliefs, they guide the decisions we make every day, ensuring we do what's best for our clients, communities and more than 80,000 employees around the world. And at the core of our success are the people who drive it - relentless collaborators and creative thinkers who are fueled by diverse thinking and experiences. Wherever you are in our 1,200 global offices, you'll have the opportunity to work alongside the best and the brightest in an environment where you are empowered to achieve your full potential. 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. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. 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 89 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 ***************************************************** into your browser. Expected base pay rates for the role will be between $90,000 and $155,000 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'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. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

We're seeking someone to join our Real Estate Finance team as a Director in Finance, Planning & Analytics (FP&A) to play a key leadership role in the financial management of the firm's approximately $1.9 Billion occupancy expense. The individual will collaborate with and be a trusted advisor to the Corporate Services real estate team. Project work includes supporting the integration of new technology initiatives and driving enhanced/improved models. 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 Director level position within the Financial Planning & Analysis job family which is responsible for the firm's budget, forecast, internal management reporting and financial analysis to provide insight into the firm's current and expected financial performance. Additional responsibilities include expense allocation. FP&A is a contributor to the Firm's CCAR process. 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: * 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 * Analyze the global corporate real estate portfolio expense and present recommendations to leadership to improve financials and highlight savings opportunities. * Support strategic decision making by providing in-depth financial analysis on complex real estate transactions including sale/leaseback, dispositions, consolidations, acquisitions, renewals, and subleases. * Manage multi-year financial plans for Morgan Stanley's real estate portfolio by partnering with Corporate Services to include updated strategic and operating plans. What you'll bring to the role: * 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 feedback and acknowledge efforts of team members * Ability to articulate risk and impact to various audiences, and create plans to mitigate those risks * Bachelor's degree or equivalent, preferably in Finance or related business field * At least 8 years relevant experience would be generally expected to find the skill level for this role. * Analytical mindset with strong problem-solving skills, ability to drill through to root cause of issues. * Expert level knowledge of MS Office with emphasis on PowerPoint and Excel * Excellent presentation skills with the ability to easily synthesize data for reporting to senior management. * Strong interpersonal collaboration and team skills including working with cross-functional teams - proven flexibility, adaptability, and reliability. What you can expect from Morgan Stanley: We have a track record of innovation and passion for unlocking new opportunities, we help our clients raise, manage and allocate capital. We do this by offering a wide range of investment banking, securities, wealth management and asset management services. All that we do at Morgan Stanley is driven by our five core values: do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. These aren't just beliefs, they guide the decisions we make every day, ensuring we do what's best for our clients, communities and more than 80,000 employees around the world. And at the core of our success are the people who drive it - relentless collaborators and creative thinkers who are fueled by diverse thinking and experiences. Wherever you are in our 1,200 global offices, you'll have the opportunity to work alongside the best and the brightest in an environment where you are empowered to achieve your full potential. 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. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. 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 89 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 ***************************************************** into your browser. Expected base pay rates for the role will be between $90,000 and $155,000 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'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. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

We're seeking someone to join our Finance Resources & Strategy team as a Product Controller in ISG Finance to be involved with delivering projects & managing relationships across all trading desks in FRS (Securities Lending, Client Financing, Firm and Derivatives Funding). 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 Director 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. We are hiring across our Product Control Team, Strategy Team and Assurance/Governance Team What you'll do in the role: > 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 > Develop strategic accounting solutions to respond to business developments, whilst collaborating with internal clients in the Business Units, Technology, and Operations & Finance. > Manage business unit projects front to back covering project planning, technology and operational developments, P&L impact analysis, project implementation, ensuring IT solutions for straight through accounting processing and reporting transparency to accurately explain P&L. > Manage project impacts to internal clients across Finance, Operations, Technology, and BRM Trading divisions to ensure seamless integration. > Provide detailed analytical insights for trading desks to ensure business requirements are met. > Communicate business developments to senior management across the organization. > Evaluate internal booking models to streamline business processes and improve P&L capture, ensuring accurate accounting. > Support and develop the Funds Transfer Pricing methodologies for Equity and Fixed Income Divisions. What you'll bring to the role: > Academic background with undergraduate degree in Accounting or Finance preferred. > Prior experience with secured funding and/or securities lending products desired. > Strong analytical, communication, problem solving and project management skills. > Ability to develop and maintain relationships with senior internal clients across different areas of the organization. > Team player with demonstrated record of project delivery. > Proficient with MS Office application, particularly, PowerPoint and Excel. > At least 4 years' relevant experience would generally be expected to find the skills required for this role 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 89 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 ***************************************************** into your browser. Expected base pay rates for the role will be between $95,000 and $140,000 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'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. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).