Vice President Market Survey Team (MST) & Global Interaction Support (GIS)

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 Firms employees serve clients worldwide including corporations governments and individuals from more than 1200 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

From Global institutions to hedge funds investors come to Morgan Stanley for sales trading and market-making services in almost every type of financial instrument in all the worlds financial markets. Morgan Stanley professionals use our network and technology to provide liquidity and sophisticated analysis to manage risk and execute reliably in the fast-changing markets.

Morgan Stanleys Institutional Equity Division (IED) is a world leader in the origination distribution and trading of equity equity-linked and equity-derivative securities. Our broad and deep client relationships market-leading platform and intellectual insights enable us to be a world-class service provider to our clients for their financing market access and portfolio management needs.

Global Markets Group is the offshoring arm of Morgan Stanleys Sales & Trading businesses in India. It covers functions across IED ranging from those associated with sales trading analytics strats to risk management.

Primary Responsibilities

We are seeking a seasoned and highly analytical Vice President to lead two critical functions within the Global Markets Group Team.

This VP role provides leadership across two highimpact functions - Global Interaction Support and the Market Survey Team. The leader will combine strategic ownership with handson expertise overseeing data governance survey execution vendor coordination insights generation workflow optimization and automation initiatives that directly influence client revenue broker vote outcomes and IED commercial strategy.

The ideal candidate blends data fluency operational rigor technology partnership stakeholder management and people leadership and can elevate both functions through innovation automation and tight process controls.

The role requires working with Equities Sales Trading Research senior management Technology teams and external vendors to develop data infrastructure and analytics that drive client strategy and revenue growth.

Key Responsibilities:

• Global Interaction Support (GIS)

• Provide oversight of dataintegrity governance and quality of interactiondata submissions across all vendors ensuring the GIS team manages crossfunctional coordination exception handling and timely escalation of issues within defined control standards.

• Partner globally with Sales Research Corporate Access Legal and Technology to align clientinteraction workflows with business needs.

• Manage seniorlevel relationships with vendors and brokerliaison teams to resolve data issues and ensure consistent data standards.

• Market Survey Team (MST)

• Survey Management & Execution

• Oversee complete lifecycle of surveys for McLagan and Coalition from data and client mapping through to results.

• Ensure highquality submissions accurate categorisation reconciliation and timely crossfunctional execution.

• Insight Generation

• Provide oversight of the endtoend survey lifecycle (McLagan Coalition) ensuring accurate data inputs consistent mapping robust validation and timely global execution.

• Lead creation of global and regionspecific emails summary decks and visually compelling Opportunity Packs that translate data into clear commercial narratives.

• Stakeholder Engagement

• Coordinate with Sales regional stakeholders and global partners across London New York and Hong Kong to ensure alignment and timely execution.

• Manage relationships with survey vendors resolving data discrepancies clarifying methodologies and ensuring adherence to submission standards.

• Leadership & Team Management

• Lead and mentor the Mumbaibased GIS and MST teams. Foster a culture of accuracy ownership innovation and continuous improvement.

• Demonstrate handson leadership by resolving complex data exceptions while empowering the team with bestpractice frameworks and escalation protocols.

• Governance Controls & Data Integrity

• Provide oversight of governance frameworks across GIS and MST ensuring strong dataintegrity controls reconciliation standards and riskmitigation processes across all datasets and survey/vendor workflows.

• Oversee exception management crossfunctional coordination and timely escalation of material issues in alignment with firmwide control standards.

• Ensure auditability accuracy and regulatory/commercial compliance across all interactiondata and survey processes strengthening operational resilience and transparency.

• Automation & Efficiency

• Partner with Technology and global stakeholders to identify and drive process improvements enhancing data capture workflow efficiency and dataintegrity controls across GIS and MST.

• Define and lead automation initiatives including providing functional requirements guiding IT on solution design and overseeing UAT for system and process upgrades specifically for both teams.

• Own governance documentation creating and maintaining BRDs and functional specifications that reflect evolving business and operational needs.

• Lead the development of inhouse automation solutions and cultivate a team culture that proactively identifies manual painpoints converting them into scalable technologyenabled and AI driven workflows.

Skills required.

• MBA CA or PostGraduate with 1014 years of experience in Financial Services especially across Mclagan Coalition and Interaction Data Submission on 3rd party vendors.

• 3 years of experience in team management. Experience in coaching developing and elevating teams.

• Proven ability to lead data-intensive deadline-driven and multi-stakeholder workflows.

• Strong analytical and problemsolving abilities with proficiency in Excel PowerPoint and data visualization tools (UI Path Power BI etc. preferred).

• Familiarity with interaction data vendor platforms Mclagan & Coalition surveys and client analytics required

• Excellent stakeholder management skills across global teams.

• Exceptional communication skills capable of simplifying complexity and presenting insights to senior leaders key stakeholder.

• Comfortable steering crossfunctional work with Technology including automation strategy pipeline development BRD oversight UAT governance and workflow engineering.

• Ability to lead and deliver AIenabled and inhouse automation initiatives to improve efficiency scale and process robustness.

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 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 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.