Corporate Actions_Vice President_Product Support & Service IM at Morgan Stanley

Mumbai, maharashtra, India -

Full Time

Start Date

Immediate

Expiry Date

02 Mar, 26

Salary

0.0

Posted On

02 Dec, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Corporate Actions, Proxy Voting, Class Actions, Tax Reclaims, Risk Management, Process Innovation, Team Leadership, KPI Reporting, SLA Reporting, Stakeholder Management, Automation, AI Adoption, Communication, Global Market Practices, Custodian Processes, Regulatory Standards

Industry

Financial Services

Description

Global Corporate Actions Oversight: Lead the global Corporate Actions team in processing and tracking mandatory and voluntary events across multiple regions and asset classes Proxy Voting & Governance: Manage global proxy voting operations, ensuring compliance with governance standards and client policies Class Actions: Oversee monitoring, tracking, and administration of global class action claims to safeguard investor entitlements Tax Reclaim Oversight: Provide global oversight for tax reclaims related to corporate actions, ensuring compliance with documentation and regulatory requirements Global Communication: Act as the key point of contact with custodians, brokers, and data providers worldwide, ensuring timely and accurate event information and instructions Portfolio Application: Ensure corporate action events are correctly reflected in portfolios, accounting, and investment systems across the firm Risk & Exception Management: Identify, escalate, and resolve discrepancies, breaks, and exceptions in a timely and well-controlled manner Process Innovation: Champion the adoption of automation, AI, and advanced technologies to improve efficiency, scalability, and risk management Team Leadership: Manage, mentor, and develop a high-performing global team of 10 FTEs, fostering collaboration, accountability, and continuous improvement KPI & SLA Reporting: Track and report on operational metrics (timeliness, accuracy, efficiency) to senior management within the global asset management organization Industry Leading Technologies: Use industry-leading technologies like Alteryx, PowerBI, GenAI, etc., to develop tools for the operations team to pursue automation and enhance efficiency. 12+ years of experience in Corporate Actions operations, preferably within Asset Management or Global Investment Operations Expertise across mandatory and voluntary corporate actions, proxy voting, class actions, and tax reclaims Strong understanding of global market practices, custodian processes, and regulatory standards Proven leadership experience managing global teams (8-15 FTEs) in a fast-paced, high-control environment Experience working with corporate action processing systems (e.g., Bloomberg, SWIFT, DTCC, custodian portals) Demonstrated ability to drive process re-engineering, automation, and AI adoption to modernize operations Excellent communication and stakeholder management skills with both internal and external partners across regions Bachelor's degree in finance, Accounting, Economics, or related field (advanced qualifications a plus) 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. 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. We work to provide a supportive and inclusive environment where all individuals can maximize 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.

Responsibilities

Lead the global Corporate Actions team in processing and tracking mandatory and voluntary events across multiple regions and asset classes. Oversee monitoring, tracking, and administration of global class action claims to safeguard investor entitlements and ensure compliance with governance standards.