Wealth Management Finance Controller

  • Competitive
  • Budapest, Budapest fovaros, Hungary
  • Permanent, Full time
  • Morgan Stanley
  • 23 Jan 18 2018-01-23

See job description for details

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 Budapest Wealth Management team is a member of the Financial Control Group mainly responsible for management reporting and analysis of Wealth Management products and strategies, and provides reporting technical support for Wealth Management Finance.
Within the Wealth Management Team, the Consolidated Reporting Team is responsible for the accurate reporting of Investment Products, Capital Markets Products and Fixed Income Products. The team is supporting the New York controllers.

Primary Responsibilities:

- Prepare, ensure and maintain an accurate and timely daily, monthly and quarterly management reporting of Wealth Management products
- Reconciles source systems to reporting systems; at times needing to isolate variances, research, escalate and correct data. In case of variances: interaction with Operations, IT and other US based controller groups to resolve the issues
- Reporting on performance of financial products (revenues, expenses and sales)
- Understanding various (sometimes complex) data flows into reporting systems, while looking to enhance current processes through automation/changing sourcing
- Carrying out tasks related to the job in accordance with the instructions of the NY controllers (ad hoc reporting)


Skills required

- Bachelor's degree in economics/finance
- Strong written and verbal communication skills in English
- Experience in Excel
- Basic accounting knowledge
- Ability to interact with Operations, IT and other US based controller groups, at points looking to escalate and resolve issues
- Ability to understand and oversee various reporting systems and respective data flows
- Outstanding attention to detail and analytical skills
- Motivational, with ability to work both independently and in team environment with close deadlines

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximise their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives and experiences. Our strong commitment to a culture of inclusion is evident through our constant
focus on recruiting, developing and advancing individuals based on their skills and talents.