Morgan Stanley

Dir, Team Specialist, P3, Product Support & Services IM : Job Level - Director

Posted On

May 28, 2025

Location

Bengaluru, Karnataka

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

June 25, 2025

Job Description

Division: IM Operation Job Title: Director

Location: Bangalore Job Level: Non- Officer

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives, and needs is an important part of our culture.

Operations is one of the largest divisions in the firm and has diverse responsibilities, including correctly settling and recording millions of transactions per day, identifying and mitigating all operational risks, developing strong client relationships and partnering with technology to realize the full potential of IT and e-solutions. Throughout, the Operations department continually seeks ways to improve while actively supporting the development of new businesses, structures and markets.

Morgan Stanley Investment Management (IM) is a critical business within Morgan Stanley and is a leader in the global investment management business. IM Operations supports the equity, fixed income, multi-asset, liquidity and alternative businesses for IM, providing middle-office services including portfolio manager support, client services, portfolio transition management, market registration, product data and valuation oversight, and performance and attribution analysis, among others. IM Operations serves the firm's portfolio managers and associated teams by providing high quality support through excellence in processing, reporting, and management of strategic initiatives.
The Strategy and Transformation team within IM Operations is responsible for ensuring that IM Operations is ready to meet the future business needs of Morgan Stanley Investment Management. The team will drive the strategic transformation of MSIM Operations by partnering with MSIM operations, business leadership and key support partners. The team will define the future state business objectives and priorities, leveraging partnerships to drive the design, implementation, oversight and governance of MSIM Operations Future State Target Operating Model. Thus ensuring MSIM Operations is a nimble, data driven, front to back organization, providing superior, efficient and sustainable operational support to MSIM's growing, complex and changing business model. The team will seek to deliver increased Operational efficiency without compromising the overall risk and control framework

The IM Operations Transformation team Director will report to the Gen AI and Automation Lead. The ideal candidate for this role is a person with exposure to elements of the below:

Experience in Program Management specifically Automation Programs (AGILE delivery)
Preferable exposure to Investment Management/ Financial Serviced Industry
Extensive working knowledge of Automation and Data Analytics tools (PowerBI, Alteryx / Tableu/ Power Apps)

The ideal candidate needs to possess great communication skills. Confident and ability to interact with multiple stakeholders/ partners across Transformation and Run the bank organization and deliver exceptional business outcomes and services. They will understand and focus on process and technology and have sound judgment and problem-solving skills. Responsibilities Include

> Create plan and roadmap on delivering on the Automation Strategy and goals.
> Work with Operations, Risk, Finance, and Technology to consolidate key MIS data.
> Monitor, Consolidate and produce program governance materials and presentations.
> Managing critical AI/ML and Gen AI use case business requirement and delivery
> Act as the expert consultant for Automation and Data analytics tools (PowerbI/ Alteryx/ Tableau and Power apps) for the RTB teams
> Effectively work with central team to align deliverables and exchange information for global reporting.
> Review workflows and processes for Operations management to enhance control and promote STP.
> Work on ad-hoc management materials and metrics
> Set direction and expectations for your team(s), defining training plans and transfer of expert knowledge to contribute to team output and development
> Build and manage relationships with business unit partners, other Morgan Stanley infrastructure departments, and external contact points in Client

Skills Required

> Demonstrates a clear understanding of the business they support and client requirements.
> Excellent communication skills to interact with stakeholders and team members.
> Strong working knowledge on tools like PowerBI/ Alteryx/ Tableau and power apps
> Expertise and experience across AI/ML and Generative AI program execution
> Fluency with all MS Office tools, including Power Point, Excel, Project, and Visio.
> Strong client service focus, interpersonal and excellent verbal & written communication skills.
> Strong analysis and problem-solving skills required. Ability to facilitate and execute the analysis of data and technical issues.
> Expertise in managing complex projects and ensuring successful delivery.
> Exhibit a strong sense of urgency, accountability, ownership.
> Ability to follow-up & close out deliverables with teams at offshore / remote locations
> Ability to act as a bridge between multiple Operations and Technology areas.
> Ability to deal with ambiguity and define approaches to bring un-focused issues to resolution.
> Ability to multitask and prioritize functions and tasks.

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.

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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