Company Profile

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

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.  Morgan Stanley 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.

Department Profile

The Institutional Equity Division (IED) delivers market-leading sales, trading and research capabilities across global equity markets. Within this, the ISG Global Markets Group in Mumbai acts as a key offshore partner supporting global Sales, Trading, Research and Corporate Access teams.

The Global Interaction Support (GIS) team plays a critical role in ensuring that client interaction and engagement data is accurate, compliant and effectively distributed across external vendor platforms and client data requests.

Primary Responsibilities

The role is based in Mumbai and requires working with the Global Sales, Trading, Research, Corporate Access and Client Business Analytics Team on day to day basis.   The role will require submissions, enhancing and maintaining the client resource consumption data distribution process and ensuring the accuracy of the information being submitted.  

The role involves working on –

• Support the submission of client interaction data across vendor platforms engaged by Morgan Stanley clients.

• Perform data validation, reconciliation and accuracy checks across internal systems and vendor portals

• Identify, investigate and resolve data breaks and exceptions within defined timelines

• Collaborate with Sales, Research, Corporate Access and Technology teams to address data queries and requirements

• Proficient in process analysis, identifying gaps, risk and data integrity issues and implementing robust controls to mitigate client and reputation risk and enhance data security.

• Interpret and reconcile large and complex datasets to ensure completeness, accuracy check and resolving breaks.

• Responsible for delivering customized bespoke requests, trend analysis dashboards to clients, senior management, sales and research personnel using data analytics tools.

• Track and escalate data issues, ensuring timely resolution and clear communication to stakeholders

• Maintain and update client, sales coverage and vendor directories to ensure data integrity

• Identify opportunities for process improvements and efficiencies in existing process and propose solutions to improve data capture and data integrity enhancements by engaging with technology, stakeholders and other global partners.

• Responsible for guiding IT on automation requirements and additionally conducting UAT for various technological & process upgrades on internal systems.

• Identify opportunities to streamline processes using automation and AI-enabled tools (e.g., Copilot, ChatGPT, low-code platforms), and support in-house automation initiatives by helping develop and test scalable solutions.

• Creating and maintaining Business Requirement Documents as per the updates in function requirements and processes.

• Generate standard reports and support ad-hoc data requests for external clients and internal stakeholders.

• Engage in effective & interactive dialogue with stakeholders, sales & key project members.

Skills required (essential)

• MBAs with 3–5 years of experience in financial services, operations, data management, analytics or a related field.

• Strong attention to detail and ability to work with large datasets

• Good analytical and problem-solving skills

• Proficiency in MS Excel (formulas, pivot tables, data handling) and MS Office tools

• Ability to learn new systems and tools quickly

• Strong communication and collaboration skills

• Ability to manage multiple tasks in a deadline-driven environment

• Team-oriented mindset with a proactive approach

• Exposure to financial services, capital markets or equities

• Understanding of data reconciliation or operational workflows

• Strong interest in process improvement, automation, and using technology to improve efficiency

• Experience working with vendor platforms (e.g., Bloomberg, Dealogic, CorpAxe)

• Basic exposure to automation or data tools (e.g., VBA, Python, Alteryx, Power BI, or similar) preferred

• Exposure to AI-enabled productivity tools (e.g., Microsoft Copilot, or similar) in a work setting preferred

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential.

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.

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.