Equities Trade Support- Director

474 MS Services Group, Inc.; Boston (MA); On-site; USD 80,000 - 115,000; Full time

Job summary

Morgan Stanley Investment Management Operations is seeking a highly motivated Equities Trade Support Director to provide day-to-day operational support to Portfolio Managers and Traders across the equity trade lifecycle.

You will partner with front office, technology, compliance, and counterparties to ensure accurate trade capture, confirmations, settlement, and reconciliations while maintaining strong control frameworks.

Qualifications

• 6+ years of experience in equities trade support or middle office.
• Experience supporting front-to-back workflows from execution through settlement and reporting.
• Familiarity with regulatory and client reporting expectations.

Responsibilities

• Trade Support Coverage: provide day-to-day operational support across equities and FX, ensuring timely and accurate processing of trades and readiness for front office stakeholders.
• Issue Resolution and Escalation: perform root cause analysis and permanent corrective actions with risk and control mindset.
• Optimization: streamline processes, increase straight-through-processing, and enhance controls using automation and AI-enabled solutions.

Skills

Equities trade support

Middle office

Risk & controls

Tools

Aladdin

Job description

Morgan Stanley Investment Management Operations is seeking a highly motivated and detail-oriented Equities Trade Support expert to join the Public Markets Middle Office and provide high-touch operational partnership to Portfolio Managers and Traders. This role serves as a day-to-day point of contact for front office stakeholders, ensuring smooth end-to-end operational support across the equity trade lifecycle, governing strong control frameworks, and timely issue resolution across trade capture, confirmations, settlement, cash/position reconciliations, and key lifecycle events. The position provides an opportunity to partner closely with MSIM Trading, Technology, Compliance, Counterparties, Prime Brokers/Clearing Brokers, Custodians and various functional teams within MSIM Operations to proactively monitor transaction/position data quality and resolve issues that could impact trade execution, settlement, valuation, risk, and client/regulatory reporting. The successful candidate exercises sound operational judgment, maintains composure in high-pressure, time-sensitive market environments, and effectively manages risk across multiple products while delivering exceptional support and issue resolution. As a Director, you will contribute to continuous improvement initiatives, leverage automation and AI-enabled solutions to drive innovation, and champion operational excellence by enhancing processes, achieving our strategic business outcomes and delivering world‑class service to our clients.

Key Responsibilities:

• Trade Support Coverage: Provide dedicated day‑to‑day operational support to Portfolio Managers and Traders across applicable asset classes including equities and foreign exchange, ensuring timely and accurate processing of trades from execution through settlement. Serve as a primary point of contact providing proactive oversight of trade lifecycle controls, booking quality, and operational readiness for front office stakeholders. Anticipate front office needs and proactively resolve front‑to‑back workflow issues (trade capture, allocations, confirmations, settlement, clearing), ensuring minimal disruption to investment decision‑making. Monitor start‑of‑day readiness (cash/positions reconciliation, breaks, pricing/valuation flags, unmatched confirmations, settlement fails) and consult stakeholders on exposures, exceptions, and required actions.
• Issue Resolution and Escalation: Perform root cause analysis and permanent corrective actions to drive resolution of trade lifecycle and operational issues (allocations, confirmations, exceptions/breaks, settlement fails, fees/interest accruals, corporate actions where applicable), partnering with Custodians, Brokers/Clearing Brokers, Technology, and Compliance, as applicable. Exercises sound operational judgment with a strong risk and control mindset, proactively identifying, assessing, and resolving trade issues while ensuring timely escalation of material risks.
• Optimization: Identify opportunities to streamline trade support processes, increase straight‑through‑processing, implement industry best practices, reduce manual touchpoints, and enhance preventative controls using automation and AI‑enabled solutions. Maintain accurate support KPIs/KRIs (e.g., breaks, failed trades, aging, incident volumes, turnaround times) and deliver actionable insights to Middle Office leadership and front office stakeholders. Contribute to procedures, playbooks, and training; coach peers/juniors as needed to ensure consistent processes and effective knowledge transfer. Partner on change initiatives (platform enhancements, new products/strategies, market/regulatory obligations) and prioritize work based on activity, risk, and business needs, escalating where appropriate.

Experience and Qualifications:

• 6+ years of experience in equities trade support, middle office, or investment operations at a global asset manager, bank, or financial institution.
• Proven experience supporting front‑to‑back workflows and partnering closely with PMs/Traders and downstream operations teams from execution through settlement and reporting.
• Strong understanding of equity and foreign exchange market products and lifecycle events (e.g., cash securities; confirmations, netting, settlements, resets, corporate actions, and cash flows).
• Hands‑on experience with trade management, confirmations/settlement, reconciliations, exception management, and operational controls; familiarity with applicable regulatory and client reporting expectations.
• Proficiency in Aladdin and/or comparable OMS/IBOR/ABOR platforms, plus market/data tools and post‑trade utilities used for confirmations, settlement, and reconciliations such as DTCC CTM, GTSS, Alert, CLS capabilities etc.
• Strong understanding of global market standards, broker/clearing and custodian practices, and risk and control frameworks.

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.

Expected base pay rates for the role will be between $80,000 and $114,500 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long‑term incentive packages, and other Morgan Stanley sponsored benefit programs.

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.

At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first‑class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading‑edge solutions—and in the ability of capital to work for the benefit of all society.

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