Morgan Stanley

Portfolio Service - Director - Product Support & Services IM

Posted On

Feb. 18, 2025

Location

Mumbai, Maharashtra

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

May 14, 2025

Job Description

We’re seeking someone to join our team as a Director to join our Investment Management division, we deliver active investment strategies across public and private markets and custom solutions to institutional and individual investors.

Provide business and operational support for fixed income investment and trading personnel. Primary responsibility will be to maintain high service levels while improving and strengthening operational infrastructure.

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. This is Associate position within Product Support & Services, which is responsible for providing transaction support and managing post execution processes.

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.

What you’ll do in the role:

Provide functional support to MSIM portfolio managers, traders, and portfolio administrators through Trade Management System (Aladdin).
Responsible for monitoring trade flows from Aladdin to Middle Offices and Custodians.
Responsible for Trade Affirmation and Trade Settlement by using DTCC CTM, Alert, Trade Suite
Work with brokers and custodian banks to resolve unconfirmed trades, trade settlement and reconciliation items.
Provide required operational support to portfolio managers, traders, and portfolio administrators
Identify and resolve issues related to transactions in a timely fashion following established guidelines, procedures, and controls
Provide functional support around corporate action workflows including data consumption, maintain processing standards and management of overall corporate action function
Responsible for cash and position reconciliation in Aladdin for all designated portfolios
Retrieve and review cash balances from custodians, escalate cash overdrafts and initiate interest claim against brokers, middle office service providers and custodians on behalf of MSIM and MSIM Clients
Support all components of Aladdin transaction processing, position, cash and corporate actions for assigned Investment teams and trading teams
Facilitate accurate and timely delivery of critical business inquires to and from internal clients, internal business colleagues, operational colleagues, and external counterparties.

Role is Hybrid and will require in office attendance 3 days/week

What you’ll bring to the role:

Bachelor's degree or comparable work experience
Four to Seven years of operations and/or related experience
Specific knowledge of corporate action is a PLUS
Knowledge of equity and fixed income securities a MUST
Knowledge of BRS Aladdin a PLUS
Knowledge of DTCC CTM and Alert a plus
Strong analytical, organizational, and communication skills
Strong problem-solving, collaborative and innovative solution-focused thinking skills
Knowledge of custodian bank operating standards and interoperability with asset management

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.

At Morgan Stanley India, we support the Firm’s global businesses across Institutional Securities, Wealth Management and Investment management, as well as in the Firm’s infrastructure functions including Technology, Operations, Finance, Risk Management, Legal and Corporate Services. Morgan Stanley has been rooted in India since 1993, with modern campuses in both Mumbai and Bengaluru.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

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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