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Investment Banking Product Controller Jobs (NOW HIRING)

Phaxis

Product Controller

Manhattan, NY · On-site

Experience in Loans as Product Controllers ... 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 NY. Preparation and analysis of daily profit and loss reports Responding to Front Office queries ...

Societe Generale

Junior Investment Banker

New York, NY · On-site

The team is fully integrated with SG's global investment banking platform and regularly works with domestic sector / industry teams, other Investment Banking product groups, as well as Investment ...

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

As of Aug 29, 2026, the average yearly pay for investment banking product controller in the United States is $122,864.00, according to ZipRecruiter salary data. Most workers in this role earn between $105,500.00 and $147,000.00 per year, depending on experience, location, and employer.

What is an investment banking product controller?

An Investment Banking Product Controller is responsible for the financial reporting, valuation, and risk management of trading desks within an investment bank. They ensure the accuracy of daily profit and loss (P&L) reports, verify trade valuations, and collaborate with traders, risk teams, and finance departments to ensure compliance with accounting and regulatory standards. Their role is crucial in identifying discrepancies, mitigating financial risks, and optimizing control processes.

What are the typical daily responsibilities of an investment banking product controller?

As an Investment Banking Product Controller, your daily responsibilities include overseeing P&L production and analysis, validating trade and valuation data, and ensuring financial records accurately reflect trading activities. You are expected to liaise closely with front office, risk, and operations teams to resolve discrepancies and provide timely insights on business performance. Preparing financial reports, reconciling accounts, and participating in month-end and year-end closing processes are routine tasks. This role requires you to work in a fast-paced, collaborative environment where accuracy and swift issue resolution are highly valued.

What are the key skills and qualifications needed to thrive in the investment banking product controller position, and why are they important?

To thrive as an Investment Banking Product Controller, you need a strong grasp of accounting principles, financial reporting, and analysis, generally supported by a degree in finance, accounting, or a related field. Proficiency in Excel, financial modeling, and experience with systems like SAP or Oracle, as well as qualifications such as CPA or CFA, are often advantageous. Meticulous attention to detail, effective communication, and strong problem-solving skills distinguish top performers in this role. These abilities ensure the accuracy of financial records, compliance with regulatory standards, and timely support to front-office teams in a high-pressure environment.

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Investment Banking Product Controller jobs near you
Infographic showing various Investment Banking Product Controller job openings in the United States as of August 2026, with employment types broken down into 67% Full Time, and 33% Contract. Highlights an 100% In-person job distribution, with an average salary of $122,864 per year, or $59.1 per hour.

Investment Banking Product Controller

Jersey City, NJ • On-site

Jefferies
Investment Banking and Securities Dealing • 10K+ employees
Learn more about Jefferiesexternal

$100K - $140K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 17 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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