Equity & Special Solutions Operations Specialist

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

Job summary

Morgan Stanley in Boston is seeking an Associate for the Public Markets Middle Office to provide hands-on operational support to the Equity and Special Solutions investment teams, including Exchange Funds.

You will collaborate with Front-to-back teams to manage reconciliations, trade processing, cash and position oversight, and lifecycle processing, while driving process improvements, automation, and enhanced reporting.

Qualifications

• 2-5 years of experience in investment operations, middle office, trade support, fund operations, reconciliation, or a related role at an asset manager, bank, custodian, or financial institution.
• Exposure to equity products and lifecycle events, including listed equities, ADRs, rights and warrants, dividends, splits, mergers, tenders, proxies, and voluntary corporate actions.
• Hands-on experience with cash, position, transaction, or tax-lot reconciliations; trade settlement; corporate actions; and operational exception management.

Responsibilities

• Provide day-to-day operational support to Equity and Special Solutions strategies across funds, mandates, and accounts, including Exchange Funds.
• Monitor portfolio cash, positions, trade activity, pricing and valuation flags, settlement status, corporate actions, and other exceptions to support accurate start-of-day and end-of-day readiness.
• Support front-to-back equity trade flows, including trade capture, allocations, confirmations, settlement instructions, failed trades, broker and standing settlement instruction issues, and related exception management.
• Respond promptly and professionally to Portfolio Manager and Trading queries, providing clear status updates, ownership, expected resolution timing, and escalation where required.
• Maintain transparent trackers for open breaks, aging items, follow-ups, dependencies, and required actions to support effective handoffs across teams.

Skills

Excel

Automation

Tools

Aladdin

Job description

Morgan Stanley in Boston is seeking an Associate for the Public Markets Middle Office to provide hands-on operational support to the Equity and Special Solutions investment teams, including Exchange Funds.

You will collaborate with Front-to-back teams to manage reconciliations, trade processing, cash and position oversight, and lifecycle processing, while driving process improvements, automation, and enhanced reporting.