EMEA Liquidity Investment Funding Controller - Change Management (AVP)
POSTING DATE: May 24, 2023
PRIMARY LOCATION: Europe, Middle East, Africa-United Kingdom-United Kingdom-London
EDUCATION LEVEL: Bachelor's Degree
JOB: Finance
EMPLOYMENT TYPE: Full Time
JOB LEVEL: Director
Company Profile:
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success.
The Finance Division globally 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.
Team Profile:
Liquidity Investments & Funding Controllers (LIFC) are responsible for controlling and providing business support for Treasury and is part of the Global Corporate Controllers (GCC) organization. Within London, LIFC comprises of the following core groups: Treasury Capital Markets (TCM) Controllers, Global Cash Controllers and LIFC Initiatives Team.
Position Description:
As a member of the Liquidity Investment Funding Controller (LIFC) Team, this individual will support the global LIFC project team to help deliver on the Global Strategic Project agenda. The Program comprises multiple work streams covering Treasury daily and monthly processes. The candidate will be required to lead work streams from start to finish. This will require developing SME knowledge in the LIFC space and driving the implementation of strategic change. The candidate will have regular and direct interactions with Corporate Treasury, Financial Control Group, Accounting Policy, Technology, Operations, Market Risk, and other groups within the Firm.
Primary Responsibilities:
Work with the global team to create a project framework incorporating monthly updates / dashboard for senior stakeholders
Lead Global work streams responsible for business requirements documentation including preparation and presentation of these to senior stakeholders for sign-off
Working with the Business Unit and IT team on requirements, booking models and reporting solutions
Project management reporting/budgeting for work streams
Lead and manage the workflow associated with the testing and implementation of new reporting tools
Build out and establish the new business as usual process
Establish control process across the data and reporting
Identify, escalate and co-ordinate resolution of issues
Skills required:
High level knowledge of Capital Markets, with a focus on unsecured / secured funding products and attribution (+7 years’ experience in relevant fields)
Demonstrable leadership qualities with a strong work ethic and team player mentality
Proven track record of working in large scale change and development projects within finance
Proficiency with Microsoft office tools, with an ability to data mine, summarize and present themes and results in a meaningful format
A strong controls background with the ability to design new controls and to challenge the operating effectiveness of existing controls
Analytical thinker, meticulous work style and ability to trouble shoot and solve problems
Willingness to take initiative to develop and improve processes
Adept at working in a fast-paced, high-energy level environment
Able to build good relationships with stakeholders in multiple locations
