Morgan Stanley · 9 hours ago
Vice President - Investment Management Operations
Boston, MA
Full-time
Onsite
Mid, Senior Level
$105K/yr - $156K/yrMorgan Stanley is an industry leader in financial services, known for mobilizing capital to help achieve financial goals. They are seeking a Vice President in Investment Management Operations to manage client events, facilitate onboarding and transitions, and ensure client deliverables are met in collaboration with various teams.
Asset ManagementFinanceFinancial ServicesLending
Responsibilities
Manage North America client events including, on-boarding of new business, account transitions and client terminations for Separately Managed Accounts and Funds business
Coordinating support on North America pipeline from team in India and discharging outsourcing oversight responsibilities
Organizing regular huddle meetings & training sessions with India
Joint oversight of State Street Transitions team
Assisting with strategic priorities of the T3 platform and ownership of initiatives assigned
Co-responsibility with global
Achieve Global consistency and ensure T3 checklists/PEGA and desktop & supervisory procedures are kept up to date with current responsibilities
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
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
Facilitating regular internal client event meetings, ensuring all functional groups have the appropriate level of information and that they are performing the required tasks
Close liaison with sales and the client to ensure that client expectations are understood and accomplished
Strong relationship with legal and compliance to 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
Ensuring all procedural documentation is up to date and accurate
Provide and implement recommendations for process improvements, including workflow and technology
Working proactively with counterparts on a global basis, in making recommendation for process improvement and consistency
Using strong business sense and judgment to identify potential risk areas; making appropriate recommendations and highlighting those risks via the appropriate escalation channels
Qualification
Required
Working background in all aspects of Investment Management Operations, preferably with a focus upon transition events
Strong attention to detail
Excellent organizational and project management skills
Strong business sense and excellent judgment
Good knowledge of the custody environment
Stakeholder management
Strong risk awareness and communication skills
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
Benefits
Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs
Company
Morgan Stanley
Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
Founded in 1935
10001+ employees
H1B Sponsorship
Morgan Stanley has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (222)
2024 (195)
2023 (173)
2022 (153)
2021 (165)
2020 (173)
Funding
Current Stage
Public CompanyTotal Funding
unknown1997-02-05IPO
Leadership Team
James Gorman
Chairman and CEO
Ted Pick
Chief Executive Officer (CEO)
Recent News
Company data provided by crunchbase