Morgan Stanley

Legal Entity Reference Data Services - Director - Core Services

Job Description

We're seeking someone to join our team as an Operations Director in Legal Entity Reference Data Services (LERDS) within Client Onboarding & Regulatory Departments (CORDS). The selected candidate will oversee client onboarding processes at Morgan Stanley, manage a team, work to ensure operational efficiency, and be responsible for the management and accuracy of client data.


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 a Team Supervisor position at Director level within the LERDS team. The team operates from Glasgow, Baltimore, and Mumbai, handling global requests.


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:

  • Create or update client, issuer, and vendor records by analyzing approved sources and documents for key operational and regulatory data.

  • Maintain reference data with ongoing analysis and due diligence to keep records current.

  • Process Corporate Actions (e.g., name changes, mergers) by verifying against approved sources and updating all relevant records and hierarchies.

  • Work with business units and stakeholders to ensure compliance, review new process and data quality requests, and support remediation as needed.

  • Update internal systems with required documentation and conduct data quality checks & ensure high accuracy and uphold data quality standards.

  • Serve as the primary supervisor within specific line or project area with accountability to associated risks

  • Manage direct reports, leading 1:1s and career development, attracting and retaining high quality talent in line with our leadership commitments

  • Review resources to ensure adequate coverage to deliver BAU commitments, highlighting current and future needs to manager

  • Share expert knowledge across the team, contributing to team output and ensuring diverse viewpoints are heard > Demonstrates leadership through example, exhibiting drive, determination, and adaptability in management style to accommodate individual needs, while ensuring the team is well-supported and aligned with a clear sense of purpose.

What you'll bring to the role: 

  • Willing to challenge existing practices and proactively raise concerns or needs on behalf of team members.

  • Communicates effectively, tailoring messaging appropriately for the audience and consistently applying strong active listening skills.

  • Serves as a culture ambassador within Operations, embodying the Firm's core values and setting an exemplary standard.

  • A minimum of 7 years of relevant experience is generally required to develop the skills necessary for this position.

  • The candidate must have graduated from a recognized institution.

  • Experience with transformation tools such as Power BI, Alteryx, and UI Path is beneficial.

  • This position is located in Mumbai.

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.


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