We are seeking a proactive Equity Investment Team Support professional to join the Public Markets Middle Office and provide high-touch operational partnership to Equity Portfolio Managers and Trading teams. This role serves as a day-to-day point of contact for front office stakeholders, helping to ensure smooth front-to-back execution, strong controls, and timely issue resolution across cash, positions, and the equity trade lifecycle.
You will partner closely with Middle Office Operations, Trading, Technology, Risk, Compliance, Brokers, and Custodians to proactively monitor portfolio data quality and resolve operational issues that could impact trade execution, settlement, valuation/pricing, performance, risk, and client reporting for equity portfolios (e.g., corporate actions, IPOs/new issues, position/cash breaks, fails, and stock loan/short coverage workflows where applicable).
This role requires strong collaboration across Middle Office teams to deliver a seamless support model and to act as a key escalation point for Equity stakeholders on portfolio support, trade lifecycle, and data/control matters.
Key Responsibilities:
Investment Strategy Support:
Provide dedicated day-to-day operational support to equity investment strategies (e.g., long-only, long/short, factor/quant, sector, global/international, small/large cap) across relevant vehicles and accounts.
Serve as a primary point of contact providing proactive oversight of portfolio-level data quality, controls, and operational readiness for Equity PMs and Trading teams.
Anticipate equity team needs and proactively resolve front-to-back workflow issues (trade capture, allocations, confirmations, settlement, corporate actions processing, IPO/new issue readiness), ensuring minimal disruption to portfolio rebalances and investment decision-making.
Monitor start-of-day portfolio readiness (cash/positions, breaks, pricing/valuation flags, settlement fails, upcoming corporate actions) and consult the Equity teams on portfolio cash, positions, and exceptions as needed (including stock loan/short-related exceptions where applicable).
Key Competencies:
Client-First Mindset: Passionate about delivering an exceptional experience for Equity Portfolio Managers and Trading teams in support of client outcomes
Operational Leadership: Able to anticipate risk, lead issue resolution, and communicate clearly under pressure.
Strategic Agility: Understands the broader investment and regulatory landscape and adapts support models accordingly.
Data & Control Orientation: Skilled at using data for trend analysis, forecasting, and performance monitoring.
Collaboration & Influence: Builds trust across stakeholders and drives alignment through strong interpersonal skills.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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.
Expected base pay rates for the role will be between $105,000 and $156,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.