Morgan Stanley

Derivative Onboarding and KYC_Director_Product Support & Services IM (US Shift)

Posted On

Aug. 11, 2025

Location

Mumbai, Maharashtra

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

Sept. 24, 2025

Job Description

We’re seeking someone to join our team as a Director in the Derivative Onboarding and KYC Team of MSIM (Morgan Stanley Investment Management) Derivative Operations group to onboard new clients & funds for derivative trading, and manage account relationships with counterparties, clearing brokers and vendors.

In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Advanced Specialist position at Director level within the Product Support & Services group, which is responsible for providing transaction support and managing post execution processes.

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:

Manage complex processes and/or support significant process management/project efforts.
Lead in process improvement, project management or technology development and testing across multiple teams and/or divisions.
Analyze and expose ambiguous, complex issues or non-standard issues, identify risks, root causes and propose future actions, tracking through to resolution.
Build and manage relationships with business unit partners, other Morgan Stanley infrastructure departments, and external contact points in Client or Market organizations.
Manage account relationships with counterparties, clearing brokers, and vendors, overseeing global risk control functions integral to the department, including Derivative Legal Agreement Management , KYC (Know Your Customer) Support and Counterparty Credit Risk Reporting .
Understand key regulatory changes that impact derivative operations and work with internal teams to ensure regulatory demands are met.
Assist with daily processing responsibilities focused on counterparty credit risk, OTC trade confirmation, and the operational functions required to comply with and handle a wide scope of derivative legal agreements.

What you'll bring to the role

Front-to-back knowledge of the processes, projects, systems, markets and instruments that influence their team with a comprehensive understanding of job-related operational/compliance policies and procedures.
Ability to think commercially, understand the impact of initiatives, risks on the operational budget.
Ability to address non-standard issues within area of expertise.
Culture carrier and role model, representing and leading the Firm's core values to influence and motivate those around you.
Minimum 8 years of experience in financial sector and 3–5 years’ experience in similar role.
Comprehensive understanding of the investment industry and diverse derivative products, including OTC confirmations, ISDA agreements, and counterparty credit risk.
Thorough knowledge of legal and regulatory frameworks governing client confidentiality and KYC requirements.
Proven ability to perform successfully in high volume, high intensity environments, resolving issues promptly and efficiently.
Track record of effective collaboration across geographic, functional, and diverse teams.

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.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

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.

Jobs at Mumbai

KPMG

Consultant Major Project advisory

KI Professional

Mumbai, Maharashtra

Derivative Onboarding and KYC_Director_Product Support & Services IM (US Shift) Apply Now

Job Description

Jobs at Mumbai

More Jobs at Morgan Stanley

Actively Recruiting Companies at Mumbai, Maharashtra

Derivative Onboarding and KYC_Director_Product Support & Services IM (US Shift)