Finance Vice President jobs at Houlihan Lokey

At Piper Sandler, we connect capital with opportunity to build a better future. We believe diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. Our mission is to recruit, develop, retain and engage a high-performing team. Our business enables bright, committed people working in partnership within an environment that allows each person to achieve at a high level. We commit to encouraging and valuing inclusivity because every partner brings unique perspectives that help us better serve our clients. 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

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. The talent and passion of our people is critical to our continued success as a firm. Together, we share four core values rooted in integrity, excellence and strong team ethic: 1. Putting Clients First 2. Doing the Right Thing 3. Leading with Exceptional Ideas 4. Giving Back 5. Committing to Diversity and Inclusion Morgan Stanley is committed to helping its employees build meaningful careers and we strive to be a place for people to learn, achieve and grow. Firm Risk Management Firm Risk Management (FRM) enables Morgan Stanley to achieve its business goals by partnering with business units across the Firm to realize efficient risk-adjusted returns, acting as a strategic advisor to the Board and protecting the Firm from exposure to losses as a result of credit, market, liquidity, operational, model and other risks. You will collaborate with colleagues across FRM and the Firm to protect the Firm's capital base and franchise, advise businesses and clients on risk mitigating strategies, develop tools and methodologies to analyze and monitor risk, contribute to key regulatory initiatives and report on risk exposures and metrics to enable informed and strategic decision-making. Through thoughtful analysis and clear communication, we are best able to bring our ideas to the table and improve the Firm. Firm Risk Management values diversity and is committed to providing a supportive and inclusive workplace for all employees. Firm Risk Management's unique franchise promotes: ü Flat, flexible and integrated global organization ü Collaboration and teamwork ü Credible, independent decision-making ü Organizational influence ü Creative and practical solutions ü Meritocratic and diverse culture Background on the Position: This role will reside within Firm Risk Management's Model Risk Management team responsible for the Firm's management of model risks related to the implementation and use of Financial Crimes models and tools. This position requires strong risk management mindset, proven subject matter expertise in financial crime regulatory requirements and model validation, and excellent technical, leadership, and organizational skills. Primary Responsibilities · Lead and perform independent model reviews compliant with Model Risk Management policies and procedures, regulatory guidance and industry leading practices, including evaluating conceptual soundness, quality of modeling methodology, model limitations, data quality, and on-going monitoring for Firm's financial crimes models including customer risk ranking, transactions monitoring and sanctions screening models. o Understand the use and effectiveness of financial crimes models within the context of relevant Firm businesses. o Communicate model and tool validation conclusions to relevant stakeholders and work with relevant 1LOD and 2LOD functions to develop appropriate remedial actions to effectively resolve identified model issues. Track progress against model issue remediation actions and take appropriate review actions to resolve. o Write comprehensive and high-quality review reports for models and tools validated, and oversee and train the model validation team in writing such reports. · Proactively identify and escalate thematic and idiosyncratic risk themes related to the models and tools under the coverage area. Engage with relevant stakeholders in identifying effective approaches to managing such risks. · Support high-profile, time-sensitive deliverables with limited supervision · Establish and sustain productive relationships with model stakeholders in 1LOD, 2LOD and 3LOD · Represent the Model Risk Management team in interactions with Internal Audit department and with regulatory agencies as required Experience Required · 10 or more years in validating Financial Crimes models · Deep understanding of AML regulations and compliance requirements, and AML model risks. o Experience working with financial crimes models and tools including vendors solutions. o Knowledge of financial crimes monitoring processes for digital banking or trading is a plus. o Regulatory experience is a plus · Experience with below the line threshold tuning, and data analysis including data quality assessment · Proficiency in statistical software packages, data mining and machine learning techniques · Knowledge of database management systems · Experience engaging with regulators and internal audit on topics related to financial crimes models Skills Required · Masters degree in IT, Computer Science, Math, or Statistics. The following degrees or certifications, or experience are a plus: o Financial crimes prevention, Criminal Justice, Forensic Accounting o Certified Anti Money Laundering Specialist (CAMS) certification o Certified Transactions Monitoring Associate (CTMA) certification o Experience building or using financial crimes models, and conducting financial crimes investigations · Risk-oriented mindset including effective risk prioritization, critical and analytical questioning, and ability and willingness to speak up. · Strong written and verbal communication skills. · Ability work in a dynamic, fast-paced, high-pressure, environment · Experience with team leadership 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. For NY location Expected base pay rates for the role will be between $120,000 and $205,000 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. For Maryland location Salary range for the position: $95,000 - $165,000 / Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 29 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. 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 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.

The Applications Development Senior Group Manager is a senior management level position responsible for accomplishing results through the management of a team or department in an effort to establish and implement new or revised application systems and programs in coordination with the Technology Team. The overall objective of this role is to drive applications systems analysis and programming activities. Responsibilities: * Manage/develop multiple teams of professionals to accomplish established goals and conduct personnel duties for team (e.g. performance evaluations, hiring and disciplinary actions) as well as ensure team adheres to best practices and process Develop vision for team around roles and responsibilities, and structure team to ensure greatest impact, efficient use of resource, and alignment to business structures * Prepare and present regular team/project reviews to senior management and business leaders * Drive the design and development of system architecture, work with end-users of the systems, and enhance the quality of deliverables Ensure staff follows Citi documented policy and procedures as well as maintain desktop procedures and supporting documentation for filings on a current basis and in comprehensive manner * Monitor and manage approach/end results, budgeting, planning, policy formation, and contribute to future strategy of the area(s) * Ensure change is managed with appropriate controls, documentation, and approvals including implementation of new and revised regulatory reporting requirements * Research and resolve issues, provide recommendations, and escalate to senior management as needed * Manage and maintain all disaster recovery plans, oversee appropriate testing, and provide permit-to-operate for new applications * Lead and deliver local staff forums, present global, regional, and location news and updates to engage team in the progress of organization * Contribute to defining and implementing best practices and processes for the department and ensure transparency and consistency across teams * Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards. Qualifications: * 15+ years of relevant experience * 8-10+ years of managerial experience * PMP Certification, MBA, Specific to business Licenses and other * Experience with financial products * Working knowledge of the industry and competitors' products and services * Advanced knowledge of strategic direction of the function within relevant part of the business * Proficient computer skills with a focus on Microsoft Office applications * Demonstrated leadership, management, and development skills Education: * Bachelor's degree/University degree or equivalent experience * Master's degree preferred "The position is an extremely technical role, and candidates are expected to be a hands- on developer first and be well versed in data analytics and related data lake technologies." This C15 position will explore disciplines such as Starburst and similar data lake technologies to improve transparency, accuracy, timeliness, and scale of calculation metrics in corporate & regional Financial Planning & Analysis (FP&A) Reporting space. This senior role will have direct impact to ALCO Reporting, Citi's PNL report, GRM report, Regional CFO reports, Risks & Opportunities, Expense Reporting and Headcount Reporting in FP&A space via automation efforts that are critical to realizing fast interactive data analysis across diverse & disparate Citi data resources including market data, reference data, specialized data, risk data and the transactional data for Markets organization. C15 senior manager will interface with CFOs and their executive management teams directly, as well as with Senior FP&A leadership to define and solution automation strategy in this space, manage related applications in scope and execute on delivery of all associated initiative programs to accomplish above objectives, resulting in buildout of best-in-class Forecast Reporting infrastructure for the firm. * ----------------------------------------------------- Job Family Group: Technology * ----------------------------------------------------- Job Family: Applications Development * ----------------------------------------------------- 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 Please see the requirements listed above. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: Aug 25, 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).

We're looking for a Vice President - Asset Based Finance to join our world-class team Be a part of the work we do to enable progress around the globe For the past 200 years at Citi, we have a drive to help clients move from ambition to achievement. Our company has been one of the foundational components of today's modern financial infrastructure-this gives us a level of unmatched expertise in tackling the world's most complex challenges and connecting across capabilities to enable lasting progress for our clients. We attract and nurture local talent from all over the world, ensuring our people are both deeply attuned to regional needs but also bring a global mindset to help clients, communities and nations move forward. Our culture is fueled by men and women with the passion to push beyond borders and boundaries, and the wisdom and courage to do what's right. Citi's Commercial Bank embodies our unique purpose as the global bank of choice for trade-oriented, mid-sized companies who see us as trusted thought partners that bring simplicity in an increasingly complex world, client-centric solutions for long-term growth and pave the way for them to reach across borders and achieve their global vision. Did you know… That Citi helped devise a plan and funded The Public Lighting Authority of Detroit to re-illuminate the city? See what else we've achieved to enable progress for our clients: citi.com/history. Successful candidate should demonstrate the following behaviors Develops our People: Builds talent and teams for Citi by creating a culture of meritocracy and transparency, and celebrating excellence, initiative and courage Drives Value for Clients: Enables economic value and positive social impact for clients, companies, governments, and communities Works as a Partner: Works collaboratively across the firm and encourages others to achieve the best results for Citi and our clients Champions Progress: Champions a culture of high standards, pushes for progress, embraces change and challenges the status quo in support of Citi's vision and global strategy Lives our Values: Ensures systematically responsible outcomes while driving performance and balancing short and long term risks Delivers Results: Sets high standards and achieves performance objectives by creating a clear path toward ethical and sustainable results The Vice President - Asset Based Finance Origination assists Senior Transactors in originating, structuring, and executing debt solutions for our Commercial Banking Clients. Based in New York / Los Angeles, the ideal candidate will: Support new asset-based deal opportunities with an analysis of capital structure, borrowing base, credit profile, market comparables, and industry research Develop targeted prospecting lists; join Senior Transactors in client and prospect meetings to develop and sustain enduring relationships Assist in the creation of pitch materials; screen opportunities; propose appropriate structures; work alongside Underwriting to green light transactions; draft and negotiate term sheets with clients (interfacing with legal counsel); work with underwriting partners to help shepherd internal approvals; negotiate legal documentation and manage an efficient closing process Interface with banker coverage and other partners to coordinate execution of transactions and to effectively meet deal timelines Develop strong partnerships with internal constituents within the Independent Risk, Syndication, and Coverage teams; maintain a high level of credibility with key stake holders Exhibit business and credit judgment as well as to provide balanced assessments in working with internal team members and partners Maintain a strong attention to detail and complete work in assigned timeframes. Requirements: A minimum of 5 years of experience in Asset Based Finance Bachelor's degree FINRA Licensing - SIE, Series 63 & 79 (current or ability to obtain) Skills: Strong financial, analytic, and credit skills Experience in working with complex capital structures Team player, able to facilitate strong partnerships Excellent written and presentation skills ------------------------------------------------------ Job Family Group: Commercial and Business Sales ------------------------------------------------------ Job Family: Commercial Product Sales ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: New York New York United States ------------------------------------------------------ Primary Location Full Time Salary Range: $142,320.00 - $213,480.00 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: Jan 03, 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.

We are seeking someone to join our team as a Financial Crimes Data Science Lead in NFR Data & Analytics Department to build transaction monitoring models and investigative analyses for effective monitoring of Financial Crimes risk by the Firm. In the Legal & Compliance division, we assist the Firm in achieving its business objectives by facilitating and overseeing the Firm's management of legal, regulatory and franchise risk. This is a Vice President level position within the NFR Data & Analytics, a function in the Legal and Compliance Division, is responsible for designing and optimizing surveillance models, approaches, and tools using advanced analytical techniques like supervised and unsupervised machine learning, and evolving techniques like graph analytics. These surveillances and other tools help identify suspicious and/or illegal behaviors such as money laundering, market manipulation, insider trading, unfair sales or trading practices, and other financial crimes. 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: * Build statistical and behavior models to detect and investigate transactional behavior indicative of potential Financial Crimes * Design custom scenarios and support tuning of transaction monitoring scenarios in Actimize * Provide support for GFC data analysts to identify, assess, and manage risk by evaluating large data sets using various statistical tools * Enhance proficiency in data related to Financial Crimes to ensure consistent results across analyses conducted by end users in automated surveillance or reporting. This should align with the business's understanding of underlying client and transaction behavior * SDLC compliant model testing and deployment of the models in collaboration with Technology team * Create extensive model documentation including back testing, sensitivity analyses, productivity assessments and work with Model risk management for successful independent validation of the models What you'll bring to the role:? * Bachelor's degree in quantitative fields like Statistics, Operations Research, etc. * Extensive hands-on industry experience in financial crimes modeling and analytics * Experience with Transaction Modeling vendor products like Actimize, Quantexa etc. * Hands on programming experience in Python with data at scale * Experience in defining processes and workflows and managing their ongoing maintenance. * Ability to work in a team environment, balance participation on multiple projects and resolve conflicting priorities. * Ability to collaborate with global, cross-functional teams across multiple projects At least 8 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 $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).

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).

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.

Discover your next career opportunity with Morgan Stanley, where we are committed to helping our employees build meaningful careers, and where you can learn, achieve, and grow. Across the globe, we believe our greatest asset is our people. As part of our commitment to excellence, and to you, we offer a comprehensive suite of benefits, programs, and perks. From adoption assistance benefits to Zipcar memberships, the Firm's 250+ employee programs have you covered from A to Z. We stand for doing the right thing, putting clients first, leading with exceptional ideas, committing to diversity and inclusion, and giving back. About Global Financial Crimes In Global Financial Crimes (GFC), you will play a critical role in identifying potentially suspicious activity, protecting vulnerable individuals, and safeguarding the integrity of the financial system. GFC coordinates day-to-day implementation of the Firm's financial crime prevention efforts. Including governance, oversight, and execution of the Firm's Anti-Money Laundering (AML), Sanctions, Anti-Corruption and Government and Political Activities Compliance programs. If you are passionate about financial crimes prevention, seeking a rewarding and dynamic career, and focused on making a difference, then GFC might be the right team for you. Your Key Responsibilities: Morgan Stanley is looking for an experienced, detail-oriented Vice President, Digital Assets Advisory to join our GFC Wealth Management and U.S. Banks coverage team, reporting to the Firm's Head of Digital Assets Advisory. To be successful in this role, you must have deep knowledge of digital asset financial crimes compliance, a keen eye for detail, and the ability to think analytically. You should also possess exceptional problem-solving and project management skills. The ideal candidate is an experienced professional with an in-depth understanding of financial services and hands on experience with blockchain analytics tools and financial crimes in the digital asset space. As a Digital Assets Advisory officer in GFC, you will: * Be responsible for financial crimes compliance and related regulatory matters related to digital assets products/services and other initiatives, including working closely with key stakeholders in Compliance and Operational Risk * Assist in the ongoing development, administration, and implementation of the Firm's financial crimes program relating to digital assets, including supporting development and implementation of policies and procedures * Develop, recommend, and oversee implementation of risk-based processes and controls to ensure business unit compliance with relevant financial crimes laws and regulations * Address financial crimes-related queries from first line risk, business, fraud, and operations groups with respect to cryptocurrency and other digital assets * Develop content for and deliver specialized training to relevant internal audiences concerning digital assets for both in-person and Firm-wide online training modules * Coordinate with key teams in GFC on digital asset related matters, including KYC, monitoring and screening controls, governance, and risk assessment teams * Conduct ad hoc due diligence projects arising from the administration of the financial crimes program with respect to digital assets * Maintain awareness of regulatory changes, emerging financial crimes typologies, and industry best practices related to digital assets, ensuring proper communication and timely implementation of policy or process changes * In partnership with GFC business advisory and legal teams, provide written and verbal communication on issues to the lines of business, performing and reviewing highly sensitive client and transaction information * Assist with responding to regulatory exams and inquiries and internal audits. What We're Looking for in You * Strong academic credentials; Bachelor's degree required * At least 6 years' relevant experience would generally be expected to find the skills required for this role, preferably at a large/complex financial institution, digital assets fintech, law firm, or government/regulatory body * Detailed understanding of the laws, rules, regulations, and industry best practice pertaining to digital assets, in particular cryptocurrency * Strong project management skills * Ability to understand and assess a wide variety of complex commercial transactions * Highly motivated self-starter able to work independently while collaborating and coordinating as part of a global program * Strong analytical and problem-solving skills and the ability to provide viable solutions in a time-sensitive environment * Strong written and verbal communications skills, attention to detail, and effective time management * Sound judgment and an ability to appropriately escalate issues internally * Strong interpersonal skills and team-player attitude * Certification as an Anti-Money Laundering Specialist by ACAMS or equivalent AML certification/license - or certification within first 15 months of employment 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 120000 and 205000 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).

We're seeking someone to join our team as a Director/Vice President in Treasury Controllers to help drive greater transparency around regulatory capital, enabling management and business units to make more-informed decisions on a risk-adjusted basis. 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/Vice President 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. 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 - Support various stakeholders by providing capital rule education, impact assessment of new trades/products, innovative capital management strategies, data driven analysis, capital reporting, and ad-hoc requests - Support the attribution, analysis and reporting of various capital metrics such as risk-weighted assets (RWA), supplementary leverage exposure, balance sheet, G-SIB, stress losses and regulatory capital (e.g., CET1) at the product and line-of-business (LOB) levels - Support the coordination of the annual Comprehensive Capital Analysis and Review (CCAR) and Quarterly Stress Testing (QST) forecasting, including presentation in the senior management forums - Produce weekly and monthly firmwide reporting including, but not limited to, Management Committee and Asset and Liability Committee (ALCO) materials - Support large transaction tracking, notification and approval process as well as New Product Approval (NPA) reviews - Partner with Technology to renovate data and infrastructure to meet future regulatory rules and reporting requirements under Basel III Endgame - Support the ongoing development of business unit capital usage model including proposed changes to the model and/or business strategy - Liaise with Regulatory Policy on capital rules and disclosure interpretations - Perform peer analysis of regulatory capital metrics - Support regulatory, external, and internal audit requests 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 - Regulatory Capital knowledge preferred - Evidence of working closely with other Finance functions and an ability to develop good working relationships both locally and in other locations - Proven ability to initiate and enhance the control framework for Finance functions - Proven leadership ability in resolving issues and implementing initiatives - Strong analytical and organizational skills with attention to detail - Excellent verbal and written communication skills and effective interpersonal skills - Ability to work in a team-oriented environment - Ability to transform processes to drive efficiency and effectiveness - BS/BA in Accounting or Finance is preferred - 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 leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management 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 integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. Team Profile The Non -Financial Risk Assessment (NFRA) / Risk and Control Self - Assessment (RCSA) team is responsible for designing, implementing, and maintaining the Firm's framework for identifying, assessing, and managing non-financial risks. We ensure robust controls are in place to mitigate risks and protect the firm's reputation and clients. The team partners closely with business units, technology, and risk functions to drive a culture of risk awareness and continuous improvement. The team monitors compliance with minimum standards, provides guidance, training, and support throughout the execution process. In addition, the team co-ordinates completion of the independent risk management review and challenge process. This role focusses on leading the Controls framework supporting the NFRA. To perform this role successfully, a high level of interaction is required with business areas at all levels of the organization, and internally across Operational, Compliance and Financial Crimes risk. What you'll do in the role: Lead and Support Controls Initiatives: Facilitate the execution of the firm's NFRA and Controls Governance program, working with business and infrastructure teams to ensure controls are effectively designed, implemented, and maintained. Risk Identification and Assessment: Collaborate with stakeholders to identify, assess, and document non-financial risks, ensuring that risk exposures are understood and appropriately managed. Quality Assurance and Issue Resolution: Conduct and support independent quality assurance reviews of risk assessments and controls, escalating issues as needed and partnering with stakeholders to drive timely remediation. Data Analysis and Reporting: Analyze risk and control data to identify trends, emerging risks, and control gaps. Prepare insightful reports and presentations for senior management and governance forums. Policy and Framework Enhancement: Contribute to the ongoing development and enhancement of NFRA and Control Governance policies, procedures, and training materials. Cross-Functional Collaboration: Work closely with Operational Risk, Compliance, Financial Crimes, and other NFR teams to ensure alignment and successful delivery of risk and control programs. Continuous Improvement: Identify opportunities to strengthen the risk and control environment, leveraging data analytics, process improvements, and industry best practices. What you'll bring to the role: At least 6 - 8 relevant years of financial services experience; Big 4/Risk Consulting experience also considered. Strong risk, process and control assessment and validation skills; Strong technical understanding of the financial services regulatory environment, with a focus on operational risk / compliance risk; Strong communication, risk management, analytic skills; Advanced Excel knowledge and Data analysis skills; experience working with large data sets including deconstructing data sets and/or their associated queries An undergraduate degree (B.A., B.S., or equivalent) required 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).

Department Profile The Finance Division reports to the Chief Financial Officer and consists of some 3,000 employees worldwide. Finance protects the Morgan Stanley franchise by serving as guardian of the Firm's books and records, and by contributing to firm wide risk management and risk reduction. This division maintains relationships with Morgan Stanley's various industry and government regulators, and serves as the conduit of financial information to the outside investment community. Finance plays a critical role as advisor to Morgan Stanley's various businesses and its senior management team. Our employees support numerous activities such as Product Controllership, Profit & Loss (P&L) analysis, Regulatory Reporting, Digitization, Business Management, Capital Requirements and Sourcing / Vendor Management. Our Finance teams are currently seeking to engage with New York's leading mid-career talent. Our opportunities span across the global Finance organization, including Institutional Securities Group, Global Corporate Controllers, Reengineering & Expense Management, Treasury and Investment Management Finance teams. This is a Vice President level role 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. What we offer: > Work in the Finance department of one of the world's top tier Financial Institutions and gain first-hand insight of our business > A desirable compensation and benefits package including eligibility for an annual bonus > Professional development opportunities including access to Morgan Stanley's world-class internal trainings > Enriching challenges that provide opportunity for constant learning and advancement > A supportive and vibrant diverse environment, we are inclusive of individual backgrounds and leverage them to foster our work environment and culture What you'll do in the role: > Manage the evaluation and review of external capital regulatory reporting, ensuring compliance with the respective current instructions across numerous filings > Coordinate workstreams for reviewing continued adherence with changes in the regulations and reporting requirements for initiatives such as Basel III End Game > Collaborate with Regulatory Policy to ensure Basel rules and internal policies are observed as it pertains to existing and new business initiatives > Participate in Credit Risk Weighted Assets (RWA) reporting and consolidation exercises such as earnings results, quarterly due diligence, Comprehensive Capital Analysis and Review (CCAR), Basel III End Game and other assessments > Coordinate and execute annual CCAR and Quarterly Stress Test analytics across Production and Reporting Teams and other stakeholders within the Firm > Support quarterly earnings process and external disclosure reporting > Support various initiatives across RWA calculations related to Basel III End Game > Support data collection/template submission and analytics related to B3EG surveys and semi-annual Basel Monitoring Quantitative Impact Study (QIS) exercise > Participate in internal audit and regulatory reviews > Work and collaborate with team members to facilitate process improvements What you'll bring to the role: > Bachelor's or master's degree or equivalent in Economics, Finance or Business-related discipline > Min. 5 years of relevant experience in Risk/Business Analysis/Accounting, preferably in financial services industry (regulatory reporting, financial and product control, liquidity, treasury) > Expertise in Regulatory Capital external reporting, with knowledge of financial products and regulatory capital framework and calculations > Ability to partner and work effectively both with direct team members and with colleagues across the wider organization > Strong planning, organization, and prioritization skills with the ability to work on multiple tasks and with multiple stakeholders in a fast-paced environment > Strong written and verbal communication skills, and ability to adapt to your audience > Proficiency with MS Excel and PowerPoint > Interest in working on project 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 $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 leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. The Finance Division reports to the Chief Financial Officer and consists of some 3,000 employees worldwide. Finance protects the Morgan Stanley franchise by serving as guardian of the Firms books and records, and by contributing to firmwide risk management and risk reduction. This division maintains relationships with Morgan Stanley's various industry and government regulators and serves as the conduit of financial information to the outside investment community. Finance plays a critical role as advisor to Morgan Stanley's various businesses and its senior management team. Global Corporate Controllers (GCC) is responsible for overseeing the accounting, financial and regulatory reporting for the Firm. GCC prepares external financial reports for public filings and regulators. For internal reporting, GCC along with Business Unit Controllers and Financial Planning and Analysis, summarizes, plans and forecasts the organization's financial position, including income statement, balance sheet and analyses of future revenues, expenses and earnings. This is a Vice President level role 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. We Offer: The chance to work in the Finance department of one of the world's top tier Financial Institutions and gain first-hand insight into our business. You will: Reporting to one of the Bank Holding Company Regulatory Controller Leads in New York, the main responsibilities are: Bank Holding Company Regulatory Reporting to the FRB in NY across multiple filings including: FR Y-9C, FFIEC 009, GSIB Phase II (I-I) and Phase III (I-A), all required Treasury International Capital (TIC) filings (TIC B; TIC D; TIC SLT/SHCA/SCLA). Support the preparation of due diligence meeting materials and presentation to senior management and FRB. Implementation of all FRB mandated reporting, rule and instructional changes including the roll-out of new regulatory filings. Provide technical advisory support to our global Finance colleagues on US GAAP, and regulatory report rules, encompassing technical research and documentation and financial statement reviews. Develop subject matter expertise on key areas of accounting and work alongside cross-functional teams on major Firm implementation projects globally, including the implementation of new accounting standards and regulatory changes. Supervise, train and development of multiple Finance Shared Services “FSS” (regulatory reporting production teams) in Mumbai, India. Provide insights and training to FSS teams as they continue to build SME of products and processes. Review and sign-off of all New Product Approvals (NPAs), documenting the impact of the NPA across all regulatory filings. Partner with Data Governance, providing key SME on data issue impact and remediation prioritization. Drive resolution and timely/sufficient closure of Issues and Action plans. Ensure consistency on data approach and methodology across regulatory reporting. Prepare/update documentation of rule interpretation, implementation approach and transition to new reporting platforms as applicable. Assist in coordination, preparation, response, and issue management across Regulatory Exams and Internal 2nd and 3rd line reviews. Leverage expertise, framework, approach and “lessons learned” across Regulatory exams. Partner with IT and Regulatory Projects team to enhance systems and User Interface platforms to streamline E2E processes. Participate in Regulatory Reporting training agenda. Focus on raising awareness of Diversity & Inclusion and participate in D&I initiatives, committees, and programs. You have: CPA or Advanced Degree in Accounting/Finance or related field. 15 + years of combined experience in Public Accounting and Regulatory Reporting in an international banking environment or at Consultancy Firms supporting the financial industry in regulatory reporting. Experience in risk and control matters a plus. Strong understanding of USGAAP and the Regulatory Reporting rules and requirements. across our Banking industry. Strong understanding of internal controls. Ability to design and maintain reporting to drive key initiatives. Experience in assessing risk and establishing effective controls. Excellent analytical, quantitative, and problem-solving skills. Strong communication, organizational and time management skills. Ability to interact well with others at all levels and drive objectives. Ability to handle and resolve challenges and problems. 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).

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).

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).

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).