Morgan Stanley

Asset Management - Director -Client Services & Relationship Mgmt IM

Posted On

May 5, 2025

Location

Bengaluru, Karnataka

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

May 28, 2025

Job Description

We’re seeking someone to join our team as a Director to join our Investment Management Operations Team supports the global equity, fixed income, liquidity and alternative businesses for Morgan Stanley Investment Management (MSIM), providing middle-office services including portfolio manager support, client services, portfolio transitions, market registration, product data and performance and attribution analysis. MSIM Operations also provides mutual fund support, derivative processing, and counterparty and credit event management.

In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships, driving strategic automation solutions by embracing a transformation mindset and challenging the status quo.

Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

Interested in joining a team that’s eager to create, innovate and make an impact on the world?

What you’ll do in the role:

Lead a team based that is responsible for updating and preparing reports for Clients and Portfolio Managers.
Portfolio / Client Reporting to Internal and External stakeholders - production, oversight, problem solving
Complete understanding of product profiles
Periodic Risk and Exception reporting to senior management
Involvement in projects related to the job function
Assist in in project management and also focus on designing a framework for control, process and governance
Collaborate with global functional and IT teams - Following up with IT for any development needs or issues raised with the current reports
Tracking each deliverable per the deadlines set and ensuring no lapses occur for self and team.
Effectively manage the team by providing guidance and support, constructive feedback and managing career aspirations.

Skills required (essential)

Demonstrates a clear understanding of the business they support and client requirements
Demonstrates understanding of supporting systems and product/functional workflow of their area and are aware how their workflow impacts other areas of Operations
Performs tasks that require deep analytical skills and keep Management informed of progress and activities within their respective area.
Someone with a focus on control, process and governance and the ability to collaborate with global functional teams and IT to help implement change to processes and marketing material. (all in the context of financial marketing).
Takes personal responsibility for resolving client issues, is able to clearly escalate cause and resolution, does not compromise control to comply with clients requests
Excellent verbal and written communication ability
Ability to identify and escalate risk issues to stakeholders
Relevant prior experience in investment management reporting will be an added advantage
Actively participates in team meetings, raising issues, questioning others and offering solutions/ideas.
Well versed with MS office – Outlook (Email Management), Excel (Sql, writing macros, Lookup, Formulas, Pivots etc.), Word & PowerPoint – Can we re-word as Well versed with MS office – Outlook (Email Management),Word, Power point and Excel( Basic functions, formulas like Look up, Pivots etc.). SQL and writing Macros would be an added advantage.

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 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

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