EMEA Operations Transitions Coordinator - VP
Job Number:
3231878
POSTING DATE: Mar 3, 2023
PRIMARY LOCATION: Europe, Middle East, Africa-United Kingdom-United Kingdom-London
EDUCATION LEVEL: Bachelor's Degree
JOB: Other
EMPLOYMENT TYPE: Full Time
JOB LEVEL: Vice President
DESCRIPTION
EMEA Transitions Coordinator – Vice President
London
London
3231878
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 Morgan Stanley Investment Management Operations group, 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 Investment Management has an extensive range of proprietary funds registered in Luxembourg, Dublin, UK and US. The Transition team will focus not only on institutional segregated business but also on proprietary fund launches or closures.
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 impacted parties to ensure that the appropriate support models are in place.
Morgan Stanley Investment Management has an extensive range of proprietary funds registered in Luxembourg, Dublin, UK and US. The Transition team will focus not only on institutional segregated business but also on proprietary fund launches or closures.
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 impacted parties to ensure that the appropriate support models are in place.
About Morgan Stanley
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. We can provide a superior foundation for building a professional career – a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
What will you be doing?
The individual will work closely with the outsourced Investment Manager Solutions (IMS) team to ensure completion on all client deliverables.
- Responsible for the facilitation of all client events including client on-boarding, terminations, custody transfers, in-specie transfers and other related transition activities.
- To provide daily support to a suite of clients for queries ranging from reporting to investment decisions.
- Provide oversight for the set up and maintenance of new and existing custody, fund accounting and transition manager relationships.
- 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.
- Facilitating regular internal client event meetings, ensuring all functional groups have the appropriate level of information and that they are performing the required tasks.
- Working in close cooperation with outsourced operational functions to ensure timely and accurate completion of account set up and modification on all appropriate systems.
- 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.
- Writing clearly defined procedures for new business post implementation
- Ensuring all procedural documentation is up to date and accurate.
- Obtain sign off from all parties prior to funding, transition or termination of client accounts.
- Provision of appropriate documentation for SSAE18 audits
- 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 #LI-RW1
QUALIFICATIONS
What we’re looking for:
- Working background in all aspects of Investment Management Operations, preferably with a focus upon transition events
- Strong attention to detail
- Excellent organisational and project management skills
- Strong business sense and excellent judgment
- Thorough knowledge of the custody environment
- Strong communicator
- Strong risk awareness
- 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
Certified Persons Regulatory Requirements:
This role is deemed as a Certified role and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.
Flexible work statement:
Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more.
Internal Applicants:
Internal mobility can be a way to grow your career and realize your professional potential. Typically, you must be in your position for at least 18 months and performing satisfactorily before applying for another job at the Firm. Internal applicants can find out more regarding career navigation, mobility guidelines and policy on our employee portal by clicking here.
Equal opportunities statement:
Morgan Stanley is an equal opportunities employer. 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. #LI-RW1
