Vice President - Investment Management Operations

Morgan Stanley•Boston, MA

3h•$105,000 - $156,000

About The Position

Manage North America client events including, on-boarding of new business, account transitions and client terminations for Separately Managed Accounts and Funds business Coordinating support on North America pipeline from team in India and discharging outsourcing oversight responsibilities Organizing regular huddle meetings & training sessions with India Joint oversight of State Street Transitions team Assisting with strategic priorities of the T3 platform and ownership of initiatives assigned Co-responsibility with global Achieve Global consistency and ensure T3 checklists/PEGA and desktop & supervisory procedures are kept up to date with current responsibilities Act as single point of contact for both internal and external parties, including, clients, sales, portfolio managers, legal, compliance, risk, operations, custodians and other appointed client service providers Responsible for the facilitation of all client events including client on-boarding, terminations, custody transfers, in-specie transfers and other related transition activities To provide daily support to a suite of clients for queries ranging from reporting to investment decisions Facilitating regular internal client event meetings, ensuring all functional groups have the appropriate level of information and that they are performing the required tasks. Close liaison with sales and the client to ensure that client expectations are understood and accomplished Strong relationship with legal and compliance to understand the requirements of, and provide feedback on, investment management agreements and all other associated documentation. Work with Product Development, Fund Administration and the Funds Client Service group to set up new MSIM proprietary vehicles Ensuring all procedural documentation is up to date and accurate Provide and implement recommendations for process improvements, including workflow and technology Working proactively with counterparts on a global basis, in making recommendation for process improvement and consistency Using strong business sense and judgment to identify potential risk areas; making appropriate recommendations and highlighting those risks via the appropriate escalation channels 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. 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. Expected base pay rates for the role will be between $105,000 and $156,000 per year at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Requirements

Working background in all aspects of Investment Management Operations, preferably with a focus upon transition events
Strong attention to detail
Excellent organizational and project management skills
Strong business sense and excellent judgment
Good knowledge of the custody environment
Stakeholder management
Strong risk awareness and communication skills
Has proven ability to interact with multiple internal and external functions including clients, legal, compliance, fund managers, sales, client service and other functional operations teams.
Comfortable dealing with senior individuals and management across these functions

Responsibilities

Manage North America client events including, on-boarding of new business, account transitions and client terminations for Separately Managed Accounts and Funds business
Coordinating support on North America pipeline from team in India and discharging outsourcing oversight responsibilities
Organizing regular huddle meetings & training sessions with India
Joint oversight of State Street Transitions team
Assisting with strategic priorities of the T3 platform and ownership of initiatives assigned
Co-responsibility with global Achieve Global consistency and ensure T3 checklists/PEGA and desktop & supervisory procedures are kept up to date with current responsibilities
Act as single point of contact for both internal and external parties, including, clients, sales, portfolio managers, legal, compliance, risk, operations, custodians and other appointed client service providers
Responsible for the facilitation of all client events including client on-boarding, terminations, custody transfers, in-specie transfers and other related transition activities
To provide daily support to a suite of clients for queries ranging from reporting to investment decisions
Facilitating regular internal client event meetings, ensuring all functional groups have the appropriate level of information and that they are performing the required tasks.
Close liaison with sales and the client to ensure that client expectations are understood and accomplished
Strong relationship with legal and compliance to understand the requirements of, and provide feedback on, investment management agreements and all other associated documentation.
Work with Product Development, Fund Administration and the Funds Client Service group to set up new MSIM proprietary vehicles
Ensuring all procedural documentation is up to date and accurate
Provide and implement recommendations for process improvements, including workflow and technology
Working proactively with counterparts on a global basis, in making recommendation for process improvement and consistency
Using strong business sense and judgment to identify potential risk areas; making appropriate recommendations and highlighting those risks via the appropriate escalation channels