Head of Investment Team Support | Executive Director

We are seeking a seasoned and proactive Head of Investment Team Support – Executive Director to lead a high-performing function within the Public Markets Middle Office. This global leadership role will serve as the primary operational partner and escalation point for all Investment Teams—including Equities, Fixed Income, Loans, Liquidity, Solutions, and Multi-Asset strategies.

The successful candidate will have oversight of a dedicated global team of 15+ full-time employees, managing day-to-day engagement, performance, and development. This team operates as the operational front line, directly aligned to Investment Teams and Traders to provide high-touch support and to proactively monitor investment team level operational servicing, and resolve front-to-back operational issues impacting execution, risk, and reporting.

This role requires strong collaboration across the Middle Office Operations teams to ensure a seamless and efficient support model through acting as a single point of escalation for PMs

Responsibilities include:

• Provide dedicated operational support to investment product/strategy across asset classes. Serve as the single point of contact and proactive operational oversight of portfolio level data and controls for Investment Teams and Traders.

• Anticipate investment team needs and proactively resolve workflow issues, ensuring minimal disruption to investment decision-making.

• Monitor start of day portfolio quality/publishing and consult investment teams as needed

• Lead resolution efforts for operational issues, working cross-functionally with Middle Office, Custodians, Brokers, Technology, and Compliance teams. Own the incident management process, ensuring root cause analysis, remediation, and stakeholder communication. Manage post-incident reporting and trend analysis to prevent recurrence and strengthen controls.

• Identify opportunities to streamline operations and enhance control using data and technology. Maintain KPIs/SLAs and deliver actionable performance insights to senior management.

• Lead, mentor, and develop a team of 15+ professionals globally. Foster a culture of ownership, client focus, and continuous improvement.

• Allocate resources to support changing business priorities and investment demands.

• Build deep relationships with Portfolio Managers, Traders, Operations, Compliance, and Technology teams globally. Serve as a trusted advisor, ensuring investment teams receive timely, high-quality support.

• Represent the voice of the investment teams in forums related to process improvement, regulatory change, and platform transformation.

Qualifications:

• 15+ years of experience in investment operations, front-office support, or middle office roles at a global asset manager or financial institution.

• Proven leadership managing front-to-back support functions for multiple investment strategies and asset classes.

• Deep knowledge of investment vehicles including pooled funds, institutional mandates, and separately managed accounts (SMAs).

• Extensive experience with trade management workflows, regulatory reporting, incident oversight, and operational KPIs.

• Demonstrated ability to lead global teams, including oversight of 15+ FTEs across diverse locations and time zones.

• Proficiency in Aladdin, CTM, WSO, GTSS, Bloomberg, FactSet, CLS, and other third-party systems used in global investment operations.

• Experience with global standards, broker/custodian practices, and control frameworks.

• Data-driven approach to identifying trends, managing performance, and enhancing operational resilience.

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 a