Equity Middle Office Lead - Front-to-Back Operations

474 MS Services Group, Inc.; Boston (MA); On-site; USD 105,000 - 156,000; Full time

Job summary

Morgan Stanley in Boston is seeking an Equity Investment Team Support professional to partner with Front Office and Middle Office teams across the equity lifecycle. You will monitor data quality, resolve trade, settlement, and corporate actions issues, and help deliver controls and timely incident responses.

The role emphasizes collaboration with PMs, Traders, and support functions to maintain smooth front-to-back execution and robust operational resilience in a dynamic market environment.

Qualifications

• 6-10+ years of experience in investment operations, trade support, front-office support, or middle office roles at a global asset manager, bank, or financial institution, with meaningful equities exposure.
• Proven experience supporting front-to-back equity workflows, partnering closely with PMs/Traders and downstream operations teams.
• Strong knowledge of equity instruments and lifecycle events (e.g., common/preferred stock, ADRs, rights/warrants; dividends, splits, mergers/tenders, proxies/voluntary elections) and experience supporting pooled funds, institutional mandates, and SMAs (including long/short workflows and stock loan concepts where applicable).
• Hands-on experience with trade management, allocations/confirmations, settlement, fails management, and corporate actions exception handling; familiarity with relevant regulatory and client reporting expectations.
• Proficiency in Aladdin and/or comparable OMS/IBOR/ABOR platforms, plus market and data tools (e.g., Bloomberg, FactSet) and equity-related trade processing/analytics utilities.
• Strong understanding of global market standards, broker/custodian practices, and control frameworks.
• Data-driven approach to identifying trends, managing performance, and enhancing operational resilience.

Responsibilities

• Provide dedicated day-to-day operational support to equity investment strategies across relevant vehicles and accounts.
• Serve as a primary point of contact providing proactive oversight of portfolio-level data quality, controls, and operational readiness for Equity PMs and Trading teams.
• Anticipate equity team needs and proactively resolve front-to-back workflow issues (trade capture, allocations, confirmations, settlement, corporate actions processing, IPO/new issue readiness).
• Monitor start-of-day portfolio readiness and coordinate with Equity teams on cash, positions, and exceptions.
• Drive resolution of equity trade lifecycle and operational issues, partnering with Middle Office, Custodians, Brokers, Technology, and Compliance.
• Coordinate the incident management process for equity operational incidents, ensuring timely triage, root cause analysis, remediation, and communication.
• Produce post-incident summaries and trend analysis to prevent recurrence and strengthen controls.
• Identify opportunities to streamline processes, reduce manual touchpoints, and enhance controls using data and technology.
• Document procedures, contribute to playbooks, and help onboard/train teammates to ensure consistent equity processes.

Skills

Equity trade support

Front-to-back workflow

Data-driven decisions

Cross-functional collaboration

Influence without authority

Tools

Aladdin

Bloomberg

FactSet

Job description

Morgan Stanley in Boston is seeking an Equity Investment Team Support professional to partner with Front Office and Middle Office teams across the equity lifecycle. You will monitor data quality, resolve trade, settlement, and corporate actions issues, and help deliver controls and timely incident responses.

The role emphasizes collaboration with PMs, Traders, and support functions to maintain smooth front-to-back execution and robust operational resilience in a dynamic market environment.