GWM Investment Products Finance – Manager Level recruitment
Position Category: Finance/Accounting
Position Title: GWM Investment Products Finance - Manager Level
Job Level: Associate
Location: USA - NY - Purchase
Education Required: Bachelors Degree
Position Description:
The position supports the Investment Products business of MSSB, including Mutual Funds, Annuities, Insurance, Closed End Funds and Unit Investment Trusts. The role is responsible for working closely with the business in developing the annual budget, monthly/quarterly and full year forecasts, weekly and monthly management reporting as well as calculating and validating monthly compensation for the Insurance business.
Skills Required:
Stong accounting skills, advanced Microsoft Office skills (Excel, PowerPoint), understanding of the financial services industry