Morgan Stanley

Vice President - Portfolio Services (Operations)

Job Description

We’re seeking someone to join our team as a Vice President to work as part of the wider business analysis project team with a focus on back & middle office business change, risk and regulatory initiatives.

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, driving strategic automation solutions by embracing a transformation mindset and challenging the status quo.

This is a Vice President position within Product Support & Services, which is responsible for providing transaction support and managing post execution processes.

Interested in joining a team that’s eager to create, innovate and make an impact on the world Read on…


What you’ll do in the role:

•    Responsible for day to day fixed income product related tasks, resolution of issues, as well as longer term projects

•    Responsibility include, ensuring all day to day tasks are complete, accurate and escalate unresolved issues as needed

•    Review the Aladdin vs RKS Cash, Position and MV reconciliations and investigate breaks

•    Review the Aladdin vs LMS Cash, Position and MV reconciliations and investigate breaks

•    Review the Aladdin vs Trustee Cash, Position and MV reconciliations and investigate breaks

•    Works closely with Traders, Back Office, Reconciliation Teams, Brokers and Custodians to ensure that all trades and cash is represented and settling correctly

•    Correspond with internal and external contacts regarding the investigation and resolution of breaks

•    Response to all Functional team queries including Investment Team and Trading, as needed

What you’ll bring to the role:

•    Ideal candidate should have around 10 years of experience in Investment Management Operations and have exposure to Fixed Income products, specifically bank loans and asset backed securities, Equities and Derivatives

•    Bachelor’s Degree or equivalent (Finance, Economics or Accounting preferred) and demonstrated, proven experience in Financial Services Operations or similar role


We are committed to maintaining the first class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect, and cross collaboration. Our Firm is differentiated by the caliber of our diverse team, while our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their worklife journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.

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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