Head of Investment Team Support | Executive Director at Morgan Stanley

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

07 Jan, 26

Salary

250000.0

Posted On

09 Oct, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investment Operations, Front-Office Support, Middle Office Roles, Leadership, Trade Management, Regulatory Reporting, Incident Oversight, Operational KPIs, Portfolio Management, Client Focus, Data Analysis, Process Improvement, Technology Integration, Team Development, Global Standards, Control Frameworks

Industry

Financial Services

Description

Provide dedicated operational support to investment product/strategy across asset classes. Serve as the single point of contact and proactive operational oversight of portfolio level data and controls for Investment Teams and Traders. Anticipate investment team needs and proactively resolve workflow issues, ensuring minimal disruption to investment decision-making. Monitor start of day portfolio quality/publishing and consult investment teams as needed Lead resolution efforts for operational issues, working cross-functionally with Middle Office, Custodians, Brokers, Technology, and Compliance teams. Own the incident management process, ensuring root cause analysis, remediation, and stakeholder communication. Manage post-incident reporting and trend analysis to prevent recurrence and strengthen controls. Identify opportunities to streamline operations and enhance control using data and technology. Maintain KPIs/SLAs and deliver actionable performance insights to senior management. Lead, mentor, and develop a team of 15+ professionals globally. Foster a culture of ownership, client focus, and continuous improvement. Allocate resources to support changing business priorities and investment demands. Build deep relationships with Portfolio Managers, Traders, Operations, Compliance, and Technology teams globally. Serve as a trusted advisor, ensuring investment teams receive timely, high-quality support. Represent the voice of the investment teams in forums related to process improvement, regulatory change, and platform transformation. 15+ years of experience in investment operations, front-office support, or middle office roles at a global asset manager or financial institution. Proven leadership managing front-to-back support functions for multiple investment strategies and asset classes. Deep knowledge of investment vehicles including pooled funds, institutional mandates, and separately managed accounts (SMAs). Extensive experience with trade management workflows, regulatory reporting, incident oversight, and operational KPIs. Demonstrated ability to lead global teams, including oversight of 15+ FTEs across diverse locations and time zones. Proficiency in Aladdin, CTM, WSO, GTSS, Bloomberg, FactSet, CLS, and other third-party systems used in global investment operations. Experience with global standards, broker/custodian practices, and control frameworks. Data-driven approach to identifying trends, managing performance, and enhancing operational resilience. 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. Expected base pay rates for the role will be between $160,000.00 and $250,000.00 per year at the commencement of employment. 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.

Responsibilities

Provide operational support to investment teams and traders, ensuring minimal disruption to investment decision-making. Lead resolution efforts for operational issues and manage post-incident reporting to strengthen controls.