Portfolio Services Administrator - Director

Morgan Stanley

  • London
  • Permanent
  • Full-time
  • 1 month ago
We are seeking someone to join London Portfolio Services at Director level. The Portfolio Services team sits within IM Operations and is responsible for providing support across MSIM's product and vehicle range, with a focus on those accounts managed from London. The team is the primary operations point of contact for the investment teams and covers a variety of functions ranging from cash management and trade placement to managing client flows and client services.Several core operations functions are outsourced to State Street Investment Manager Solutions (IMS). The team works closely with State Street IMS to ensure all deliverables are being met.Morgan Stanley 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 contribute to discussions to ensure that the appropriate support models are in place.This is a Team Specialist position at Director level within the London Portfolio Services team.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:
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Member of the portfolio services team, primarily supporting the International Equity productProactively provide day-to-day support to Morgan Stanley investment teams and tradersResponsible for oversight of core operations functions that are outsourced to State Street IMS (eg. transaction management, reconciliations, overdraft monitoring)Positively contribute to the client experience both directly and indirectly. Provide day-to-day support to both clients and internal stakeholders by taking ownership of queries and working with various teams to resolve eg. investment teams, CRMs, legal, compliance, FCGOversight of the portfolio services and reporting teams in India and ensuring our oversight obligations are met from an audit perspectiveUse strong business sense and judgment to identify potential risk areas; making appropriate recommendations and highlighting those risks via the appropriate escalation channelsAssist in the integration of new client accounts and products.Involvement in local and global projectsPartner with internal business units including IT to deliver tactical and strategic solutions as and when required by the businessWorking proactively with counterparts on a global basis, in making recommendations for process improvement and consistency.What you'll bring to the role:A working background in investment management operations is preferable for this position, and candidates should have experience with functions such as account events (onboarding/terminations), client reporting, separate account client flow management along with a general understanding of core functions such as transaction management, reconciliations, corporate actions and claims.Proven ability to interact and manage relationships with internal and external stakeholders, including clients and portfolio managersKnowledge of the custody environmentStrong business sense and sound judgmentAbility to understand and identify risk
- At least 5-8 years' relevant experience would generally be expected to find the skills required for this roleWHAT 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.To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.Certified Persons Regulatory Requirements:
If this role is deemed a Certified role and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.Flexible work statement
Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more.Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize 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.

Morgan Stanley