Private Equity - Director - Product Support & Services

Morgan Stanley; Mumbai; On-site; INR 2,500,000 - 3,500,000; Full time

Job summary

Morgan Stanley in Mumbai seeks a Director in Investment Management Operations focusing on invoice processing, fund accounting, expense management and financial controls. The role requires strong analytical skills, advanced Excel and automation (Alteryx/AI), and deep knowledge of private equity fund structures.

You will manage stakeholders while driving efficiency and process improvements across post-execution workflows.

Qualifications

• 8+ years of experience in investment operations or related fields.
• Deep understanding of PE fund structures (LP/GP, Fund of Funds, Co-investments).
• Strong analytical thinking and problem-solving abilities.
• Experience with automation and data analytics tools.

Responsibilities

• Manage complex processes and support significant process management or project efforts.
• Lead process improvement, project management or technology development across teams.
• Analyze and expose ambiguous or non-standard issues, identify risks and drive resolution.
• Build and manage relationships with business unit partners and infrastructure groups.
• Create process dashboards and KPI reporting using Power BI or equivalent tools.
• Implement workflow automation and intelligent document processing solutions.

Skills

Advanced Excel

Alteryx

AI automation

Power BI

Fund accounting

Stakeholder mgmt

Tools

Investran

Job description

We’re seeking someone to join our team as a Director in Investment Management Operations team with experience in invoice processing, fund accounting, expense management, and financial controls. The ideal candidate will possess strong analytical capabilities, advanced Excel and automation skills (Alteryx/AI), a solid understanding of private equity fund structures, and the ability to manage stakeholders while driving operational efficiency and process improvement.

In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Advanced Specialist position at Director level within the Product Support & Services, which is responsible for providing transaction support and managing post execution processes.

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

What You’ll Do In The Role

• Manage complex processes and/or support significant process management/project efforts
• Lead in process improvement, project management or technology development and testing across multiple teams and/or divisions.
• Analyze and expose ambiguous, complex issues or non-standard issues, identify risks, root causes and propose future actions, tracking through to resolution.
• Build and manage relationships with business unit partners, other Morgan Stanley infrastructure departments, and external contact points in Client or Market organizations.
• Understanding of PE fund structures (LP/GP, Fund of Funds, Co-investments), Capital calls, distributions, management fees, and carried interest.
• Managing invoice workflows through accounting/AP platforms and review invoices against contracts, budgets, and approval matrices.
• Ability to code and allocate of expenses across funds, entities, and portfolios. Ability to Identify opportunities to automate manual processes within Fund Operations.
• Ability to create process dashboards and KPI reporting using Power BI or equivalent tools.
• Implement workflow automation and intelligent document processing solutions.
• Ensure compliance with internal policies and fund governing documents and Perform control checks on expense allocations and payment approvals.

What You’ll Bring To The Role

• At least 8 years' relevant experience would generally be expected to find the skills required for this role
• Front-to-back knowledge of the processes, projects, systems, markets and instruments that influence their team with a comprehensive understanding of job-related operational/compliance policies and procedures
• Ability to think commercially, understand the impact of initiatives, risks on the operational budget
• Ability to address non-standard issues within area of expertise
• Culture carrier and role model, representing and leading the Firm's core values to influence and motivate those around you
• Experience in private equity/real estate or private equity/real estate fund of funds investment accounting is required. Knowledge of hedge fund accounting and/or derivatives, or experience with Investran, is a plus.
• Ability to take a proactive approach to projects and tasks in implementing solutions.

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.