Wealth Management Finance Controller

  • Competitive
  • Budapest, Budapest fovaros, Hungary
  • Permanent, Full time
  • Morgan Stanley
  • 18 Feb 18 2018-02-18

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
Wealth Management Finance Controller
for our Budapest office

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.


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)


Bachelor's degree in economics/finance
Strong written and verbal communication skills in English
Experience in Excel
Basic accounting knowledge

Work experience in similar area is an advantage
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 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.