Morgan Stanley India | Institutional Equity Division - Senior Manager, Tansition (Mumbai)

What you’ll do in the role

• We’re seeking someone to join our team as a Senior Manager who will play a key role in supporting the global Transition Management team within Morgan Stanley Fund Services, with a focus on operational execution, process optimization, and technology-driven improvements.
• This role is ideal for a highly organized, analytical, and technologically savvy individual who enjoys solving problems, building efficient solutions, and challenging traditional ways of working.
• In addition to supporting critical onboarding and fund lifecycle activities, the successful candidate will leverage advanced Excel skills, AI tools, and automation to enhance reporting, streamline workflows, and improve operational efficiency.
• The position offers broad exposure to fund administration and global operations, with opportunities to take on greater ownership and potentially expand into client-facing transition management responsibilities over time.
• 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.
• Provide operational support to the global Transition Management team across client onboarding, fund launches, and ongoing fund lifecycle activities.
• Coordinate legal entity creation and organic fund launches, ensuring accurate and timely execution.
• Manage account opening requests, monitor aging items, and proactively resolve outstanding deliverables.
• Maintain and enhance onboarding pipeline reporting, tracking key milestones, activity, and operational metrics.
• Support fund liquidations and transitions out, coordinating requirements across internal teams.
• Assist with pricing rules, KYC requirements, and FTP setups, ensuring accuracy, appropriate controls, and timely completion.
• Design and develop Excel-based tools, dashboards, and reporting solutions to improve transparency, data quality, and operational oversight.
• Identify manual processes and implement practical improvements through automation, AI-enabled tools, and technology solutions.
• Partner with global stakeholders to resolve operational challenges, standardize workflows, and drive continuous improvement.

Requirements

• Strong working knowledge of Microsoft Excel, with the ability to confidently manage, organize, and analyze data using formulas, filters, pivot tables, and other commonly used features.
• Comfortable using AI-powered productivity tools and interested in applying technology to improve workflows and solve business problems.
• Strong analytical and problem-solving skills, with a natural curiosity and a continuous-improvement mindset.
• Strong communication and collaboration skills, with the ability to work effectively across globally distributed teams.
• Experience in financial services, fund administration, asset management operations, or a related field.
• Familiarity with hedge funds, fund structures, and fund onboarding or lifecycle activities.
• Experience improving processes through technology, automation, or AI-enabled solutions.
• Exposure to account opening, KYC, reference data, or fund lifecycle processes.

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