Equity & Special Solutions Operations Associate

Morgan-Stanley; Boston (MA); On-site; USD 80,000 - 115,000; Full time

Job summary

Morgan Stanley seeks an Associate for the Public Markets Middle Office in Boston to provide hands-on operational support to Equity and Special Solutions investment teams, including Exchange Funds. You will assist with daily portfolio readiness, trade processing, reconciliations, and lifecycle events while collaborating with multiple departments to ensure accurate data and timely issue resolution.

The role emphasizes control, timeliness, and process improvement, with opportunities to contribute

Qualifications

• 2–5 years in investment operations, middle office, trade support, or related roles.
• Experience with equity lifecycle events (dividends, splits, mergers, rights).
• Proficient in Excel; exposure to automation or AI-enabled workflows is beneficial.

Responsibilities

• Provide day-to-day operational support to Equity and Special Solutions teams.
• Perform reconciliations across cash, positions, and tax-lot data; investigate breaks.
• Support trade lifecycle activities from capture to settlement; respond to PM/trading queries.

Skills

Investment operations

Middle office

Reconciliation

Analytical skills

Excel proficiency

Automation/AI tooling

Tools

Aladdin

IBOR

ABOR

Job description

Morgan Stanley seeks an Associate for the Public Markets Middle Office in Boston to provide hands-on operational support to Equity and Special Solutions investment teams, including Exchange Funds. You will assist with daily portfolio readiness, trade processing, reconciliations, and lifecycle events while collaborating with multiple departments to ensure accurate data and timely issue resolution.

The role emphasizes control, timeliness, and process improvement, with opportunities to contribute