CareerPlan

IBD/Capital Markets Product Controller (Lending) - Non Officer

New York, New York, United States of AmericaFull-time$100k–$140k2026-09-23 → 2026-10-24

Core

Director-level Product Controller ensuring adequacy of controls, P&L and balance sheet reporting, and reconciliations for the Corporate Lending/Global Capital Markets segment.

Role type

Director, Product Controller (Finance)

Builds

Management reporting, regulatory submissions, and financial analysis for the ISG Loan Reporting team and Business Units.

Domain

Financial Services / Investment Banking / Corporate Lending

Required skills

Financial analysis, regulatory guidelines, revenue recognition, process enhancement, user acceptance testing, Excel, PowerPoint, Alteryx, Tableau

Preferred skills

Loan/syndication experience, Capital Markets knowledge, digital tools (Alteryx, Tableau)

Responsibilities

Lead deliverables and identify emerging risks; Ensure adherence to accounting principles and regulatory guidelines; Deliver financial analysis and reporting to Senior Management; Partner with Risk Management, Technology, and Operations; Perform monthly Revenue, Expense, and Balance Sheet reviews and reconciliations; Create test scenarios and perform UAT for technology implementations; Execute weekly, monthly, and quarterly commentary on financial results.

Seniority

Director, hands-on IC with leadership responsibilities