TEAM –PSGMO Investment Team Support Associate.
*LEVEL –Associate
DEPARTMENT PROFILE
Morgan Stanley Investment Management (MSIM), together with its investment advisory affiliates, has $1.4 Trillion in assets under management or supervision as of September 2023. Morgan Stanley Investment Management strives to provide outstanding long-term investment performance, service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide.
Description of Role
We are looking for career-minded professionals with global perspective to join the Mumbai based PSGMO Investment Team Support Associate.
Key responsibilities
As part of Mumbai based PSGMO Investment Team Support Associate. team individual is responsible for the following –
Work with portfolio managers to support trades order generation, which include trading of mutual funds, equities, equity index futures, fixed income securities, fixed income derivatives and FX forwards.
Experience with investments operations (trade lifecycle from front to back including counterparties, custodian, fund admin, transfer agent).
Understanding of multi-assets (mutual funds, private equity funds, hedge funds, equities, fixed income securities, derivatives in futures, fixed income derivatives and FX forwards).
Overall investment performance and attribution knowledge to understand the composition of investments characteristics and trouble shoot issues as they arise.
Reviewing fund governing and SMA IMA for understanding of investment guidelines for trading and portfolio compliance
Complete investment subscription and redemption documents accurately and efficiently
Support new business on-boarding or termination – this includes liaising with different groups including legal, Document management, AML requests, fund questions regarding underlying client.
Enter trades via multiple trades order management systems for public and privative investments.
Work with other members of the Middle Office team to process various subscriptions and redemptions as requested by the investment team
Monitor daily portfolio cash availability for investment management and assist with troubleshoot with various groups within portfolio services teams across MSIM or external custodians.
Collaborate with other Middle Office team members, Operations Team Members, GMA, and other teams on timely communications, and working on timely executions of the trade requests, support queries and resolve issues as they arise.
Support Middle Office teams in New York and London.
Opportunity to work on special projects in support of PSG business
Experience and Skills
In depth knowledge of the global investment management industry.
The ability to work independently with minimal supervision and flexibility to contribute during peak trading time.
Strong communication skills, being able to interface effectively with bright quantitative colleagues as well as non-technical audiences
Thrive in a fast paced, highly collaborative environment
Excellent verbal and writing skills in English
Possess attention to detail within the larger context of a complex investment ecosystem
Qualification / Technical Expertise
Business majors in Finance, Accounting or Marketing / Business management
Minimum of 2-3 years of Finance industry experience.
Knowledge of investments attributes of alternatives (i.e., hedge & private equity funds) and public assets (equities, fixed income & derivative) is a plus
Demonstrate ability to work effectively in a team-oriented environment
Attention to detail to ensure quality, completeness, and accuracy of work.
Ability to communicate well, both orally and in writing.
Self-motivated with strong organizational skills with the ability to learn quickly with minimal supervision
“Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximise 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.”
Job: *Portfolio Analysis
Title: Associate - Middle Office Investment Team Support (Investment Management)
Location: Non-Japan Asia-India-Maharashtra-Mumbai (MSA)
Requisition ID: 3245648