Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.7 trillion in assets under management as of June 30, 2025. MSIM 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. For further information about Morgan Stanley Investment Management, please visit www.morganstanley.com/im. 

Morgan Stanley Investment Management offers investment management services to global investors, investing in equity, fixed-income and alternative products on a worldwide basis. As a member of the Client Account Services Team that sits within Morgan Stanley Investment Management Office of the COO, the individual will play an integral role servicing clients and facilitating client events including on-boarding of new business, account transitions and client terminations.

Morgan Stanley's Investment Management's product range is continually evolving into new product and strategy areas, demanding ever-changing infrastructure and solutions. The individual will be required to facilitate discussion with all the impacted parties to ensure that the appropriate support models are in place. Specifically, this individual will be tasked with covering events for our Portfolio Solutions Group. This business line spans across all asset strategies and types (traditional and alternative) through solutions that span fully liquid (public assets), comprehensive (public and private assets) and fully private. The Client Integration Team focusses not only on institutional segregated business but also on proprietary fund launches or closures.

What you'll do in the role:

• Manage Global client events including on-boarding of new business, account transitions and client terminations for Separately Managed Accounts and Funds business
• Coordinating support on the event pipeline with the Morgan Stanely team in India
• Joint oversight of State Street Transitions team
• Assisting with strategic priorities of the Client Account Services team and ownership of initiatives assigned
• Achieve Global consistency and ensure 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
• 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

What you'll bring to the role:

• 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
   

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 89 years. 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. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. 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.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. 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.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).