Public Markets: Equity & Special Solutions Ops Associate

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

Job summary

Morgan Stanley’s Public Markets Middle Office in Boston seeks an Associate to provide hands-on operational support for Equity and Special Solutions teams. You will handle trade processing, reconciliations, tax-lot activity, and corporate actions, while maintaining high‑volume, timely workflows.

The role partners with Portfolio Managers, Traders, and Control functions to improve processes, reporting, and automation.

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.
• Strong Microsoft Excel skills; experience with reporting tools, dashboards, macros, workflow tools, automation, or AI-enabled solutions is helpful.
• Organized, detail-oriented, and able to manage multiple priorities and deadlines in a time-sensitive environment.

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 start‑of‑day and end‑of‑day readiness.
• Support front‑to‑back equity trade flows, including trade capture, allocations, confirmations, settlement instructions, failed trades, and related issues.
• Assist with new account onboarding, onboarding reviews, and go‑live support.
• Perform and support daily reconciliations across internal and external books, investigate breaks, and drive timely resolution.
• Complete daily control checks, assist with incident management, and prepare operational metrics and management reporting.
• Build relationships with Portfolio Managers, Traders, Middle Office, Operations, Fund Accounting, Tax, Legal, Compliance, Technology, Custodians, Brokers, and transfer agents.

Skills

Analytical skills

Problem solving

Excel

Automation

Tools

Aladdin

OMS

IBOR

ABOR

Job description

Morgan Stanley’s Public Markets Middle Office in Boston seeks an Associate to provide hands-on operational support for Equity and Special Solutions teams. You will handle trade processing, reconciliations, tax-lot activity, and corporate actions, while maintaining high‑volume, timely workflows.

The role partners with Portfolio Managers, Traders, and Control functions to improve processes, reporting, and automation.