Investment Management Operations, Director
Morgan StanleyWe're seeking someone to join our team as a team specialist in IM operation.
Operations
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.
IM Operations group supports the equity, fixed income, liquidity and alternative businesses for Morgan Stanley Investment Management (MSIM), providing middle-office services including portfolio manager and trading support, client services and onboarding, market registration, product data, derivative processing, performance analysis and mutual fund support. Besides, IM Operations also perform vendor management on the service providers.
This is a position at Director within Product Support & Services, which is responsible for providing transaction support and managing post execution processes.
Morgan Stanley
Since 1935, Morgan Stanley is known as a global leader in financial services, continuously 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:
Serve as single point of contact, providing proactive and effective operational support for internal stakeholders with external service providers (eg. State Street IMS, CACEIS TA, custodians, etc)
Oversee end‑to‑end investment operations across the trade lifecycle, including trade capture, affirmation, settlement, reconciliation, corporate actions, income processing, and position/NAV validation.
Ensure timely resolution of trade breaks, settlement fails, overdrafts, and cash/position discrepancies, exercising sound judgment and escalation when required.
Proactively identify operational risks, control gaps, and process inefficiencies; question existing processes and challenge the status quo constructively.
Partner with global operation team to provide seamless query resolution of firmwide top tier and Asia focused clients
Responsible for the oversight and governance of external vendors
Provide portfolio service support for T3 events (ie. Take on, Termination, Transition) led by the Client Account Service team
Support day-to-day inquiries and requests for institutional, sub-advised and intermediary clients
Perform fund administration governance and middle-office support for the MS onshore fund in China
Ensure adherence to internal policies, regulatory requirements, and service level agreements.
Participate in audits, regulatory inquiries, and risk reviews with confidence and clarity
Partner with Technology and Transformation teams to implement process automation and system enhancement
Perform related duties as assigned
What you'll bring to the role:
At least 4 years' relevant experience would generally be expected to find the skills required for this role
Act as a trusted operational partner to clients and internal stakeholders, demonstrating a strong understanding of client expectations and service commitments.
Maintain a proven track record of delivering high‑quality client servicing, with a focus on accuracy, responsiveness, and professionalism.
Communicate effectively with stakeholders at all levels, including Portfolio Managers, senior management, external service providers, and clients.
Translate complex operational issues into clear, concise, and actionable messages, tailored to the audience.
Collaborate closely with regional and global teams to ensure consistency and knowledge sharing.
Actively adopt and advocate for AI, automation, and digital solutions to improve reporting, controls, and scalability.
Serve as a change agent in embedding continuous improvement and operational excellence.
Operate effectively in a fast‑paced, deadline‑driven environment, especially during peak periods, market volatility, or regulatory deadlines.
Independently prioritize workloads while maintaining high standards of accuracy and control.
Able to work independently and confidence in resolving issues with minimum guidance
Team Player with good interpersonal skills, actively participate in meetings contributing ideas and solutions
Ability to identify risk and escalate issues timely
What you can expect from Morgan Stanley
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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 To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.