Business Overview:

Morgan Stanley Investment Management (MSIM), together with its investment advisory affiliates, has $1.6trillion in assets under management or supervision as of Sep 30, 2024.  Morgan Stanley Investment Management strives to provide outstanding long-term investment performance, service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide.

Position Overview:

We are looking for career-minded professionals with global perspective to join the Mumbai based Integrated Marketing Services team as Vice President. The role specifically supports the senior members of the Marketing Operations team within MSIM Marketing. The primary responsibility of the role is to support marketing operations that will be responsible for the performance update process of marketing materials, Presentations etc. The role will be focused on supporting new and impactful ways to enhance the operational marketing platform as well as project manage automation initiatives.

Marketing materials are for strategies and funds across the Morgan Stanley Investment Management platform, for clients based in North America, EMEA and Asia. The Marketing Operations Specialists work with firm systems, databases, and resources to source quantitative and qualitative data, complete drafts of performance updates for review by senior team member. In addition, the individual will be responsible for managing the production calendar for the performance update cycle. Members work in a fast paced, collaborative team environment. 

The successful candidate should have experience in or knowledge of the investment management industry, experience with aggregating, interpreting performance data and understanding product positioning versus competitors and in the context of the overall industry.

Key responsibilities:

1. Ability to manage multiple priorities in a fast-past environment and ensuring speed to market with minimum risks.
2. Work across the global MSIM Business Development teams located in North America, Europe, and Asia
3. Work closely with the Head of Global Marketing Operations on the team and resource management to fulfill day to day activities.
4. Performance regular strategic review of operational platform to improve overall process, efficiency, and quality of marketing materials. 
5. Ability to create and cascade the meaningful presentation and status reports on the regular BAUs, marketing initiatives and the completion of monthly/quarterly deliverables to higher management.
6. Manage and support the updating and maintenance of the monthly/quarterly materials including fact cards, performance summaries, presentations, Investment Ideas, and collateral.
7. Ensure accuracy and timeliness of data through implementation of quality control processes, proofing and data checking.
8. Partner with the key stakeholders including technology team to ensure timely execution of all initiatives with key focus will be on system and data related projects.
9. Perform quality control checks on material development and performance update process.
10. Contribute to ongoing quality and efficiency improvements.
11. Ensure timely update and delivery of all Monthly and Quarterly MSIM Marketing materials to invested clients, prospectus and MSIM.com.
12. Co-ordinate with multiple business stakeholders and technology in managing and completion of MSIM wide Product Actions on MSIM Marketing materials and MSIM.com (across all language websites).
13. Perform quality control checks on material development and performance update process and contribute to ongoing quality and efficiency improvements.

Key Skills

1. Proven history of managing teams through influence at all levels and across functions within an Investment Management/financial institution
2. Strong interpersonal skills: ability to develop effective working relationships with key stakeholders.
3. Working knowledge of investment management industry and AEM reporting platform.
4. Experience in handling regulatory mutual fund marketing requirement
5. Prior experience in Brand and Content management for marketing collaterals, client management and delivery & distribution management is a plus.
6. Strong attention to detail with solid critical thinking and problem-solving capabilities.
7. Excellent project and time management skills
8. Superior proofing skills
9. Ability to focus on small details while maintaining larger picture.
10. Ability to manage multiple tasks simultaneously and deliver outstanding work products under tight deadlines.
11. Knowledge on Morningstar and ESG is a plus.

Position Requirements:

1. Bachelor’s degree
2. Proficiency in AEM reporting tool, MS Word, MS Excel and Powerpoint
3. Minimum of 10-15 years of industry experience
4. Key attributes include Factsheets, Marketing Collaterals, presentation updates, commitment, team spirit, and collaboration.
5. Location: Mumbai