Financial Reporting Team Leader - Wealth Management

  • Competitive
  • Budapest, Hongrie
  • CDI, Plein-temps
  • Morgan Stanley
  • 22 janv. 18 2018-01-22

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.

We are currently looking for
Financial Reporting Team Leader - Wealth Management
for our Budapest Office

The Budapest Wealth and Investment Management team is a member of the Financial Control Group mainly responsible for management reporting and analysis of Wealth and Investment Management products and strategies, and provides reporting technical support for Wealth Management Finance.

Specific responsibilities for the Wealth Management Financial Reporting Controller - Team Leader role:

- 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, and correct data
- Reporting on performance of financial products
- 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)

- Leading a Team of 2-5, overseeing the team's work


- Bachelor's degree in economics/finance
- Proficiency in Excel, Basic accounting knowledge
- People Management skills
- Work experience of 3-5 years in similar area
-Strong written and verbal communication skills (English)
- Basic understanding of Capital Markets and Financial Products
- Solid analytical skills
- Ability to interact with Operations, IT and other US based controller groups, at points looking to escalate and resolve issues
- Motivational, with ability to work both independently and in team environments with close deadlines
- Strong organizational skills, with ability to prioritize and manage various deadlines and downstream dependencies
- Ability to understand and oversee various reporting systems and respective data flows

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize 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.