We're seeking someone to join our team as an Director in the Investment Management division, we deliver active investment strategies across public and private markets and custom solutions to institutional and individual investors
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 a Team Supervisor position at Director level within Core Services, which is responsible for performing and managing product-agnostic and centralized operational services across several businesses and products.
Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.
Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on…
What you'll do in the role:
- Responsible for the facilitation of all client events including client on-boarding, terminations, custody transfers, in-specie transfers and other related transition activities
- To provide daily support to a suite of clients for queries ranging from reporting to investment decisions.
- Provide oversight for the set up and maintenance of new and existing custody, fund accounting and transition manager relationships.
- Act as single point of contact for both internal and external parties, including, clients, sales, portfolio managers, legal, compliance, risk, operations, custodians and other appointed client service providers.
- Facilitating regular internal client event meetings, ensuring all functional groups have the appropriate level of information and that they are performing the required tasks.
- Working in close cooperation with outsourced operational functions to ensure timely and accurate completion of account set up and modification on all appropriate systems.
- Close liaison with CRM and the client to ensure that client expectations are understood and accomplished.
- Ability understand the requirements of, and provide feedback on, investment management agreements and all other associated documentation.
- Work with Product Development, Fund Administration and the Funds Client Service group to set up new MSIM proprietary vehicles.
- Writing clearly defined procedures for new business post implementation
- Ensuring all procedural documentation is up to date and accurate.
- Obtain sign off from all parties prior to funding, transition or termination of client accounts.
- Provision of appropriate documentation for SSAE18 audits
- Provide and implement recommendations for process improvements, including workflow and technology.
- Working proactively with counterparts on a global basis
- Using strong business sense and judgment to identify potential risk areas; making appropriate recommendations and highlighting those risks via the appropriate escalation channels
What you'll bring to the role:
- Working background in all aspects of Investment Management Operations, preferably with a focus upon transition events
- Excellent attention to detail
- Excellent organizational and project management skills
- Strong business sense and excellent judgment
- Good knowledge of the custody environment
- Strong communicator and good risk awareness
- Has proven ability to interact with multiple internal and external functions including clients, legal, compliance, fund managers, sales, client service and other functional operations teams.
- Comfortable dealing with senior individuals and management across these functions
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 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. Our Firm is differentiated by the caliber of our diverse team, while our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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.
"Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximise 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."