At a Glance
- Tasks: Support liquidity product settlement and collaborate with investment teams on trade management.
- Company: Join Morgan Stanley Investment Management, a leader in global investment solutions.
- Benefits: Competitive salary, diverse work environment, and opportunities for professional growth.
- Other info: Exciting projects and career advancement opportunities await in a collaborative setting.
- Why this job: Be part of a dynamic team driving innovative financial solutions and client success.
- Qualifications: Experience in investment management operations and strong communication skills.
The predicted salary is between 55000 - 65000 £ per year.
We’re seeking someone to join our team as a Portfolio Services Administrator/Liquidity product settlement.
Morgan Stanley Investment Management offers a comprehensive suite of investment management solutions to a diverse and global client base.
Products are offered across a range of strategies including global fixed income, liquidity, active equity, real assets, multi-asset and private credit & equity.
The Portfolio Services team sits within operations and is responsible for providing support across MSIM’s product and vehicle range, with a focus on those accounts managed from London.
The team is the primary operations point of contact for the investment teams and covers a variety of functions ranging from reporting to cash management to client services.
Several core operations functions are outsourced to State Street Investment Manager Solutions (IMS).
The team works closely with State Street IMS to ensure all deliverables are being met.
These functions are transiting back to Morgan Stanley Investment Management over the next 12 months.
Morgan Stanley 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 contribute to these discussions to ensure that the appropriate support models are in place.
In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships.
This is a Team Specialist position at Director level within the London Location.
- Primary Responsibilities
- EMEA lead for the MSIM Liquidity product supporting Tri‑Party Repos/Deposit and bond settlement; working with the investment team on broker set‑ups/documentation for our Tri‑Party agents.
- Initially a member of the portfolio services sub‑team supporting the fixed income/Liquidity products.
- Proactively provide day‑to‑day support to Morgan Stanley investment teams and traders.
- Responsible for oversight of core operations functions that are outsourced to State Street IMS (eg. transaction management, reconciliations, overdraft monitoring) until they are insourced.
- Prepare and verify trade instructions including deposits, FX and mutual fund transactions.
- Oversight of the portfolio services and reporting teams in India and ensuring our oversight obligations are met from an audit perspective.
- Using strong business sense and judgment to identify potential risk areas; making appropriate recommendations and highlighting those risks via the appropriate escalation channels.
- Provide day‑to‑day support to both clients and internal stakeholders by taking ownership of queries and working with various teams to resolve e. g. investment teams, CRMs, legal, compliance, FCG.
- Assist in the integration of new client accounts and products.
- Involvement in local and global projects.
- Partner with internal business units including IT to deliver tactical and strategic solutions as and when required by the investment teams.
- Ensuring all procedural documentation is up to date and accurate.
- Working proactively with counterparts on a global basis, in making recommendations for process improvement and consistency.
- Required Skills
- Experience with Aladdin Product and instrument knowledge of the Liquidity business.
- Tri‑Party and Deposit administration and settlement experience.
- Trade settlement knowledge.
- Strong attention to detail.
- Excellent organizational skills.
- Strong business sense and excellent judgment.
- Knowledge of the custody environment.
- Strong communicator.
- Strong risk awareness.
- Proven ability to interact with multiple internal and external functions, including clients and portfolio managers.
- Comfortable dealing with senior individuals and management across these functions.
- AI experience and knowledge.
- Working background in investment management operations is preferable for this position, and candidates will have some experience in a comparable role.
- The individual must be a self‑starter who is able to maintain a high standard of accuracy while managing various deadlines, a creative and dynamic individual that can work independently or as part of a team working to exceed expectations.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.
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StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Services Administrator/Liquidity Product Settlement support
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We think you need these skills to ace Portfolio Services Administrator/Liquidity Product Settlement support
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