ESG Financial Controller, Executive Director

Company:  CFA Institute
Location: New York
Closing Date: 05/11/2024
Salary: £125 - £150 Per Annum
Hours: Full Time
Type: Permanent
Job Requirements / Description

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. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Department Profile
The Finance Division 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.

Job Summary
To fulfill the SEC's new climate change disclosure rules, we are looking for a full-time Environmental, Social and Governance (ESG) Controller to join our Investment Banking (IBD) & Global Capital Markets (GCM) Finance team covering Institutional Securities Group (ISG). An ESG controller is required to establish internal controls, as well as reporting structures to develop the necessary processes for accurate internal and external reporting. This ESG Controller will need to understand market wide ESG initiatives and partner with key stakeholders on overall business strategy to determine compliance with global regulatory framework requirements.

Responsibilities

  1. Establish and manage process and control framework within Finance for ESG reporting.
  2. Partner with stakeholders in data collection and reporting of ESG activity.
  3. Responsible for the accuracy of ESG related disclosures within the firm's regulatory filings e.g. SEC filings (10-K/10-Q).
  4. Analysis of the firm's ESG data across the Institutional Securities Groups' businesses.
  5. Perform risk assessments for the design of internal controls and governance.
  6. Coordinate internal and external audits and reviews.
  7. Participate in climate related financial disclosure projects / workstreams.
  8. Provide status updates to key stakeholders regarding ESG projects.

Qualifications
The optimal candidate will be a highly motivated, self-starter with at least 7-10 years of experience in financial services, particularly within an ESG focused role, including climate / climate risk / sustainability. Given the dynamic nature of this high impact role, it is imperative that this individual have strong interpersonal skills and be able to work collaboratively across all levels of management and key stakeholders (Business Unit, Global Sustainability Office, Finance). Have familiarity with operational and financial data, with ability to connect different data sets. Understand internal/external controls, as well as processes to help deliver on the company's ESG objectives. Previous experience managing projects and partnering with various teams to establish data requirements. Ability to handle multiple tasks in a timely and effective manner and work in a fast-paced environment. Team player with strong interpersonal, communication and organizational skills. Strong analytical, technical, and problem-solving skills with high regard for attention to detail and accuracy. Ability to navigate a complex organization. Proficient in Excel and PowerPoint. Strong accounting knowledge and understanding of reading financial statements a plus. Manage ad-hoc requests from various key stakeholders across the organization.

What you can expect from Morgan Stanley:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our 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 our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. 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.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Expected base pay rates for the role will be between $170,000 and $250,000 per year.

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