Dir, Advanced Specialist, P4, Product Support & Services IM : Job Level - Director

Morgan Stanley Investment Management offers investment management services to global investors, investing in equity, fixed-income and alternative products on a worldwide basis. As a member of the Morgan Stanley Investment Management Operations group, the individual will play an integral role servicing clients and facilitating client events including, on-boarding of new business, account transitions and client terminations.

The individual will work closely with the outsourced Investment Manager Solutions (IMS) team to ensure completion on all client deliverables.
Morgan Stanley's Investment Management's product range is continually evolving into new product and strategy areas, demanding ever changing infrastructure and solutions.

The individual will be required to facilitate discussion with all impacted parties to ensure that the appropriate support models are in place.

Primary Responsibilities

• 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.

Skills Required

• 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 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.

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