Equity Investment Team Support - Director- Product Support & Services at Morgan Stanley in Mumbai

Job description

We’re seeking someone to join our team as a Director in Investment Management Operations to partner closely with Middle Office Operations, Trading, Technology, Risk, Compliance, Brokers, and Custodians to proactively monitor portfolio data quality and resolve operational issues that could impact trade execution, settlement, valuation/pricing, performance, risk, and client reporting for equity portfolios (e.g., corporate actions, IPOs/new issues, position/cash breaks, fails, and stock loan/short coverage workflows where applicable). 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. This is a Team Specialist position at Director level within the 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: Serve as a subject matter expert within functional area, working with Team Manager to manage processes, risks and/or projects, proposing and implementing improvements/changes. Act as key problem solver for area or expertise, applying detailed knowledge to address unique or novel situations, recognize risks and draw out key issues. Coordinate work, train and develop other team members where required, including task allocation, and project contribution. Provide dedicated day-to-day operational support to equity investment strategies (e.g., long-only, long/short, factor/quant, sector, global/international, small/large cap) across relevant vehicles and accounts. Serve as a primary point of contact providing proactive oversight of portfolio-level data quality, controls, and operational readiness for Equity PMs and Trading teams. Anticipate equity team needs and proactively resolve front-to-back workflow issues (trade capture, allocations, confirmations, settlement, corporate actions processing, IPO/new issue readiness), ensuring minimal disruption to portfolio rebalances and investment decision-making. Monitor start-of-day portfolio readiness (cash/positions, breaks, pricing/valuation flags, settlement fails, upcoming corporate actions) and consult the Equity teams on portfolio cash, positions, and exceptions as needed (including stock loan/short-related exceptions where applicable). Drive resolution of equity trade lifecycle and operational issues (allocations, confirmations, settlement fails, broker/SSI issues, corporate actions elections, dividends, IPO allocations, restricted lists and compliance trade blocks), partnering with Middle Office, Custodians, Brokers, Technology, and Compliance. Coordinate the incident management process for equity operational incidents (e.g., significant breaks, fail spikes, corporate action exceptions), ensuring timely triage, root cause analysis, remediation, and clear communication to front office and operations leadership. Identify opportunities to streamline equity operational processes, reduce manual touchpoints (e.g., corporate actions processing, exception management), and enhance controls using data and technology. What you'll bring to the role: At least 7 years' relevant experience would generally be expected to find the skills required for this role Ability to lead by example, work with drive and determination, and put forward challenging views to senior levels. Comprehensive knowledge and understanding of functional area and operational/compliance policies and procedures of their team Ability to operate independently across the majority of day-to-day responsibilities Culture carrier across Operations, embracing the Firm's core values and acting as a role model Experience in supporting front-to-back equity workflows, partnering closely with PMs/Traders and downstream operat