Global Interactions Support, Senior Associate, Institutional Equity Division

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.

Global Capital Markets: In the Global Capital Markets division we offer Global expertise in market analysis and in advisory and capital-raising services for corporations institutions and governments.

The Global Markets Group (GMG) is Morgan Stanleys offshore arm for Sales & Trading in India. GMG supports the IED platform by partnering with onshore teams across Sales Trading Structuring Quantitative/Strats Analytics Operations and Risk Management. The group provides scalable coverage process excellence and technical expertise enabling global desks to focus on client-facing priorities while maintaining strong controls governance and risk discipline.

Since 1935 Morgan Stanley is known as a global leader in financial services continuously evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

What youll do in the role:

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.

What youll bring to the role:

• MBAs with 35 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

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 thats differentiated and weve 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 - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll 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. Theres also ample opportunity to move about the business for those who show passion and grit in their work.

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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.

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