Morgan Stanley India | Institutional Equity Division - Associate, Investor Services Ops (Mumbai)

Responsibilities

• We’re seeking someone to join our team as Associate who will be responsible to provide for Day to Day Investor Services, processing investor activirty and keeping management appraised of operational issues.
• Joining MSFS, you will discover a dynamic environment where every day offers new opportunities for personal growth and innovation.
• The team is the engine behind fund operations, safeguarding vital investor information—from transactions and contacts to up-to-date balances—and ensuring seamless processing from the very first inquiry through ongoing support.
• As a member of IS, you’ll be at the heart of the client experience, coordinating distribution of offering documentation, processing investor subscriptions and redemptions.
• Delivering these services to our clients and their investors is a diverse team of 1,400 highly skilled employees across the globe based in New York, London, Glasgow, Dublin, Mumbai, Bengaluru, and Hong Kong.
• You’ll be empowered to provide essential services, including statement distribution, addressing investor queries, and handling change requests.
• Monitor the receipt of client and investor information through fax and email.
• Ensure that all investor activity is processed in a timely and accurate manner.
• Ensure that all follow up queries to investors are handled in an appropriate manner.
• Handle routine email and fax queries from investors and fund managers in a professional and prompt manner, escalating where appropriate.
• Provide investors and their nominees with statements, contract notes and other documentation.
• Ensuring that the records of the fund are maintained in a complete and organised manner.
• Process investor transactions in line with the fund documentation, anti-money laundering requirements, statutory regulations and company policies and procedures.
• Produce MIS and other internal operational reports that assist in the effective operation of the team.
• Keep management in Mumbai, Westchester and Dublin appraised of operational issues.

What you'll bring to the role

• Knowledge of hedge fund processing is a strong advantage.
• Good administrative and organisational skills with a particular focus on accuracy and attention to detail.
• An ability to work under pressure and an ability to cope with increased work loads at month-end.
• An ability to work as part of a virtual team that is spread across different time zones and geographies.
• An ability to use key financial systems and other IT tools.

Morgan Stanley

Morgan Stanley is a global financial services firm founded in New York in 1935, known for investment banking, sales and trading, wealth management and investment management.

Its teams in India support the firm's global businesses. For chartered accountants this means corporate controllers, external reporting, regulatory reporting, tax and risk roles.

• Industry: Investment banking, wealth and investment management
• Headquarters: New York, USA
• In India: Teams in Mumbai and Bengaluru supporting global businesses