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Assistant Investment Banking Product Controller Jobs

Phaxis

Product Controller

Manhattan, NY · On-site

... * Assist the senior Product Owner in developing accounting requirements, business rules, and ... Preferred background in Investment Banking Accounting. * General project management skills ...

Linium Resources

Product Controller

New York, NY

Major Investment Bank is looking for a Product Controller to support all front office activities in ... Assist with regulatory filings Qualifications 3+ years of Product Control and/or Accounting ...

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How much do assistant investment banking product controller jobs pay per year?

As of Aug 21, 2026, the average yearly pay for assistant investment banking product controller in the United States is $102,439.00, according to ZipRecruiter salary data. Most workers in this role earn between $83,500.00 and $119,000.00 per year, depending on experience, location, and employer.

What does an assistant investment banking product controller do?

An Assistant Investment Banking Product Controller is responsible for supporting the financial reporting and control of trading desks within an investment bank. Their main duties include monitoring daily profit and loss, ensuring the accuracy of financial data, and assisting with month-end and year-end closing procedures. They work closely with traders and other finance teams to reconcile and analyze trading activity, identify discrepancies, and ensure compliance with accounting standards and internal policies. This role is essential for maintaining the integrity of financial information used in decision-making and regulatory reporting.

What are the key skills and qualifications needed to thrive as an assistant investment banking product controller?

To thrive as an Assistant Investment Banking Product Controller, you typically need a solid foundation in finance or accounting, strong analytical abilities, and a relevant degree such as in finance, accounting, or economics. Familiarity with financial reporting systems, advanced Excel skills, and certifications like ACCA or CFA are often required. Attention to detail, strong communication, and the ability to work under pressure are crucial soft skills for this role. These competencies ensure accurate financial reporting, compliance, and effective support to trading and product teams in a demanding environment.

What are some typical challenges faced by an assistant investment banking product controller, and how can they be managed?

Assistant Investment Banking Product Controllers often encounter challenges such as ensuring timely and accurate financial reporting, reconciling complex transactions, and adapting to frequent regulatory changes. Managing these challenges requires strong attention to detail, effective communication with front office and back office teams, and the ability to quickly learn new systems. Building strong relationships with colleagues across departments and staying updated on industry best practices can also help tackle these issues efficiently.

What cities are hiring for Assistant Investment Banking Product Controller jobs?

Cities with the most Assistant Investment Banking Product Controller job openings:

What are the most commonly searched types of Investment Banking Product Controller jobs?

The most popular types of Investment Banking Product Controller jobs are:

What states have the most Assistant Investment Banking Product Controller jobs?

States with the most job openings for Assistant Investment Banking Product Controller jobs include:

Assistant Investment Banking Product Controller jobs near you

Investment Banking Product Controller

Jefferies

Jersey City, NJ

$100K - $140K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 9 days ago

Job description

Job Description

We are seeking an experienced Investment Banking Product Controller to join the Finance function supporting the Investment Banking business The successful candidate will be responsible for ensuring accurate revenue recognition, deal accounting, P&L reporting, balance sheet substantiation, reconciliations, and financial control across a broad range of Investment Banking products and fee-based businesses. This role demands strong technical accounting knowledge, exceptional control discipline, a strong understanding of Investment Banking products, including advisory, M&A, debt capital markets, equity capital markets, leveraged finance, private capital, and related fee-based businesses and clear communication skills to convey financial insights to both Finance non-Finance senior stakeholders.

Key Responsibilities

  • Own the end-to-end financial control of Investment Banking transactions across advisory, M&A, DCM, ECM, leveraged finance, private capital, and other fee-based businesses.
  • Review deal economics, fee structures, engagement terms, billing arrangements, expense allocations, and settlement mechanics.
  • Partner with Investment Banking teams, Accounting Policy, FP&A to ensure appropriate accounting treatment and accurate financial reporting.
  • Review engagement letters, fee letters, underwriting agreements, financing documentation, and other deal-related documentation from a Finance and control perspective.
  • Monitor deal lifecycle events from mandate through execution, billing, revenue recognition, settlement, and close-out.
  • Ensure timely, accurate recording of fees, accrued/deferred revenues, and receivables in compliance with US GAAP and internal policy. 
  • Produce, validate, and report T+1 P&L and key controls; reconcile P&L to Front Office and explain variances. 
  • Prepare month-end journals, reconciliations, accruals, reporting packs, and detailed balance 
  • Own balance sheet substantiation for Investment Banking accounts - including receivables, payables, deferred income, accruals, suspense accounts, and deal-related balances. 
  • Identify, escalate, and resolve aged breaks, settlement differences, billing discrepancies, and unreconciled items. 

REQUIRED EXPERIENCE & QUALIFICATIONS

  • 5+ years in Product Control, Financial Control, Accounting, or Finance within an investment bank, broker-dealer, or financial services institution.
  • Strong knowledge of Investment Banking products, including advisory, M&A, debt capital markets, equity capital markets, leveraged finance, private capital, or related fee-based businesses.
  • Comprehensive knowledge of US GAAP.
  • Experience engaging with Front Office and senior stakeholders in a high-pressure environment. 
  • Bachelor's or Master's degree in Accounting, Finance, Economics, Mathematics, or related discipline. 
  • Professional accounting qualification (CPA) a plus.

SKILLS & COMPETENCIES

  • Advanced Excel skills (pivot tables, lookups, data validation)
  • Analytical mindset with meticulous attention to detail. 
  • Ability to manage multiple priorities and meet tight deadlines without compromising on control discipline. 
  • Clear communication skills - capable of explaining technical financial matters to diverse audiences. 
  • Proactive ownership mentality and strong problem-solving ability.

Primary Location: Jersey City Full Time Salary Range of $100,000-$140,000. 

#LI-MB1

Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments.

At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.

Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law.

The salary offered will take into consideration an individual's experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.


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