Morgan Stanley

Associate - DMT - Investor Services

Posted On

March 14, 2025

Location

Mumbai, Maharashtra

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

April 9, 2025

Job Description

Job Description

Position - Associate/Sr. Associate

Reports to - Manager/Senior Manager, Centralised Investor Service Operations (Mumbai)

Company Profile

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.

Department

Morgan Stanley Fund Services (MSFS), a wholly owned subsidiary of Morgan Stanley, provides fund administration services to world’s leading hedge funds. MSFS has over 700 professionals with offices in New York, London, Hong Kong, Dublin, Glasgow, Mumbai, and Bengaluru.

Centralised Investor Service Operations

Team plays a key role in maintaining investor database like contact distribution list, phone numbers, managing investor portal entitlements, resolving general queries from investors and auditors, sending investor statements and financial statements etc.

Primary Responsibilities

Monitor the receipt of client and investor information through fax and email, assign these to related clients’ queue
Investigate the reason for communication failure i.e. email/fax, and remediate the same by coordinating with investors and their authorized parties
Validate authenticity of the investor requests and provide relevant information to investors/auditors with utmost alertness.
Resolving general investor queries and provide appropriate responses.
Maintain distribution list of the investments as well as update phone numbers for investors and authorized parties.
Manage Investor portal onboarding/entitlements.
Provide investor audit confirmation statements to their auditors for year-end audits.
Send investor statements and financial statements to, authorized parties of the investments.
Keeping line management apprised of operational issues and updates.
Collaborate with global counterparts in different locations i.e. New York, Dublin, Hong Kong etc.
Publish various control reports and MIS to internal teams, take remediating action on few of these MIS to ensure smooth conduct of business communication with investors.
Upload investor documents to online portal.
All the above should be carried out in compliance with the Service Level Agreements agreed with each client.

Skills you bring in

Basic understanding of Hedge Funds and Private Equity
Excellent oral and written communication skills.
Flexibility to adapt to changing needs and requirements.
Should have a keen eye for details and accuracy.
Ability to work in a high volume, high intensity environment and an ability to get closure on issues promptly.
Proficient computer skills, particularly with Microsoft Office.
Multitasking ability
0 – 4 years of experience in financial services firm preferably within Investor service, Client Servicing, Onboarding and Data Management
MBA or Post-Graduation in similar stream will be an added advantage

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential.

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 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. We 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 work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.

We're committed to bringing passion and customer focus to the business.

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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