Equity Investment Team Support - Director- Product Support & Services
Morgan StanleyMatch Score
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Job Description
Structured overview of role & requirementsAbout This Role
Provide dedicated day-to-day operational support for equity investment strategies and manage post-execution processes including trade execution, settlement, valuation, performance, risk, and client reporting.
Serve as a subject matter expert coordinating across Middle Office, Trading, Technology, Risk, Compliance, Brokers, and Custodians to proactively monitor portfolio data quality and resolve operational issues impacting equity portfolios.
Lead incident management for equity operational incidents, drive root cause analysis, remediation, and communicate with front office and operations leadership; identify and implement process improvements to enhance controls and reduce manual interventions.
Minimum Requirements
At least 7 years of relevant experience in equity investment operations or related areas.
Strong knowledge and hands-on experience with equity instruments lifecycle events and supporting front-to-back equity workflows including trade management, settlement, fails, and corporate actions exception handling.
Proficiency with Aladdin and/or comparable OMS/IBOR/ABOR platforms and market/data tools such as Bloomberg or FactSet.
Work Experience Required: 7+ years relevant experience
Ideal Candidate Profile
Experienced leader capable of independently managing day-to-day responsibilities and driving solutions in complex equity operations environments.
Deep expertise in equity portfolio operations supporting diverse strategies (long-only, long/short, factor/quant, etc.) and familiarity with institutional, pooled funds and SMA investment vehicles.
Strong cross-functional collaboration skills working with PMs, Traders, Compliance, Brokers, Custodians, and Technology teams to ensure seamless front-to-back trade processing and data quality.
