We are seeking someone to join as a Director in the Investment Management Finance team
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 role will reside within Investment Management Finance which is a team dedicated to providing support to Morgan Stanley's Investment Management segment (MSIM), a leading global asset manager across the public and private markets. Members of the Investment Management Finance team can expect to be involved in accounting, finance and process transformation. The successful candidate will join the Investment Management Finance Controller Group in Mumbai.
What you'll do in the role:
- Support the accounting function for Investment Accounting team, including Seed Investment, Carried Interest, Consolidations, Corporate Accounting, Cash and Assets Under Management controllership.
- Work on transformation products that support the IM Finance function.
- Interact extensively with key business unit staff, the finance division, IT, operations, internal and external counsel, compliance, internal audit, middle office, and third-party data providers.
- Proactively seek to improve operational efficiency and effectiveness throughout the billing, cash receipt and revenue operational and accounting cycle.
- Consult with peers, management, other areas of Finance & Accounting and the business as needed.
- Ability to manage, manipulate and interpret large volumes of data.
- Assist with quarterly invoicing distribution process, completing quality control review when necessary.
What you'll bring to the role:
- Bachelor's degree in Finance or Accounting. CPA preferred.
- Preferred 5+ years of related work experience.
- Results-oriented with capacity and desire to work both at a strategic and detailed analysis level.
- Ability to collaborate cross-functionally on various projects and new initiatives.
- Experience working in accounting subledgers and within a network of connected financial systems.
- Highly skilled communicator, both written and verbal.
- Ambitious, self-motivated individual, strong work ethic, positive attitude, and the ability to work both independently and as part of a team.
- Proficiency in data analysis tools and crafting compelling data-driven reporting (PowerBI, Alteryx and IBM Cognos/TM1) and commentary utilizing Microsoft Excel, PowerPoint, Word.
- Effective time management and ability to meet tight deadlines, handle pressure situations, and balance multiple tasks.
- Bank regulatory reporting experience a plus.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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 https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
Skills Required
- Bachelor's degree in Finance or Accounting
- CPA certification
- 5+ years of related work experience
- Experience working in accounting subledgers and connected financial systems
- Proficiency with Power BI, Alteryx, IBM Cognos/TM1, Microsoft Excel, PowerPoint, and Word
- Strong written and verbal communication skills
- Ability to collaborate cross-functionally on projects and initiatives
- Ability to manage, manipulate, and interpret large volumes of data
- Effective time management and ability to meet tight deadlines while balancing multiple tasks
- Bank regulatory reporting experience
Morgan Stanley Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Morgan Stanley and has not been reviewed or approved by Morgan Stanley.
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Parental & Family Support — Family support is extensive, with paid parental leave for all parents, adoption and fertility assistance, backup childcare, and eldercare resources. Feedback suggests these programs meaningfully enhance the overall package and help with retention.
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Healthcare Strength — Health coverage spans medical, dental, vision, mental‑health access, care navigation, and expert second opinions. Convenient primary care access and condition‑specific support reinforce the depth of healthcare coverage.
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Equity Value & Accessibility — Equity compensation and stock ownership are positioned as core motivators that encourage commitment and retention. Feedback suggests education and support are provided to help participants manage equity and related financial benefits.
Morgan Stanley Insights
What We Do
Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide its more than 60,000 employees in 1,200 offices across 41 countries.
