Global Interactions Support, Senior Associate, Institutional Equity Division

Job L evel: Senior Associate

Shift Timings- 11am - 8pm IST

Company Profile

Mor g an Sta n ley is a lea d ing global fi n anc i al s e rv ic es firm prov i ding a wide ran g e of invest m ent ba n king, s e c u rit i es, inv e st m ent m anage m ent and w e alth m anage m ent serv i c e s . T h e Fir m 's e m ploye e s s e rve clien t s w o rldwi d e inc l u d ing corp o ratio n s , govern m en t s and ind i vid u a l s from m ore than 1,2 0 0 offic e s in 43 co u ntries .

As a m arket lead e r, the talent and p a ss i on of our p eo ple is c r itical to our s u cc es s. Togeth e r, we share a co mm on set of val u es r o ot e d in i ntegri t y, excel l e n ce and str o ng team ethic. Mor g an Sta n ley c a n p r o v i de a sup e ri o r fo u ndation for building a pr ofessio n al c a re e r - a pl ac e for p e ople to lea r n, to a c hi e v e and g row. A p hil o sop h y that ba l ances pers on a l lifestyl e s, persp e c tives a nd nee d s is an im portant part of our cult u r e .

Department Profile

The Institutional Equity Division (IED) delivers market-leading sales, trading and research capabilities across global equity markets. Within this, the ISG Global Markets Group in Mumbai acts as a key offshore partner supporting global Sales, Trading, Research and Corporate Access teams.

The Global Interaction Support (GIS) team plays a critical role in ensuring that client interaction and engagement data is accurate, compliant and effectively distributed across external vendor platforms and client data requests.

Primary Responsibilities

The role is based in Mumbai and requires working with the Global Sales, Trading, Research, Corporate Access and Client Business Analytics Team on day to day basis. The role will require submissions, enhancing and maintaining the client resource consumption data distribution process and ensuring the accuracy of the information being submitted.

The role involves working on -

• Support the submission of client interaction data across vendor platforms engaged by Morgan Stanley clients.
• Perform data validation, reconciliation and accuracy checks across internal systems and vendor portals
• Identify, investigate and resolve data breaks and exceptions within defined timelines
• Collaborate with Sales, Research, Corporate Access and Technology teams to address data queries and requirements
• Proficient in process analysis, identifying gaps, risk and data integrity issues and implementing robust controls to mitigate client and reputation risk and enhance data security.
• Interpret and reconcile large and complex datasets to ensure completeness, accuracy check and resolving breaks.
• Responsible for delivering customized bespoke requests, trend analysis dashboards to clients, senior management, sales and research personnel using data analytics tools.
• Track and escalate data issues, ensuring timely resolution and clear communication to stakeholders
• Maintain and update client, sales coverage and vendor directories to ensure data integrity
• Identify opportunities for process improvements and efficiencies in existing process and propose solutions to improve data capture and data integrity enhancements by engaging with technology, stakeholders and other global partners.
• Responsible for guiding IT on automation requirements and additionally conducting UAT for various technological & process upgrades on internal systems.
• Identify opportunities to streamline processes using automation and AI-enabled tools (e.g., Copilot, ChatGPT, low-code platforms), and support in-house automation initiatives by helping develop and test scalable solutions.
• Creating and maintaining Business Requirement Documents as per the updates in function requirements and processes.
• Generate standard reports and support ad-hoc data requests for external clients and internal stakeholders.
• Engage in effective & interactive dialogue with stakeholders, sales & key project members.

• MBAs with 3-5 years of experience in financial services, operations, data management, analytics or a related field.
• Strong attention to detail and ability to work with large datasets
• Good analytical and problem-solving skills
• Proficiency in MS Excel (formulas, pivot tables, data handling) and MS Office tools
• Ability to learn new systems and tools quickly
• Strong communication and collaboration skills
• Ability to manage multiple tasks in a deadline-driven environment
• Team-oriented mindset with a proactive approach
• Exposure to financial services, capital markets or equities
• Understanding of data reconciliation or operational workflows
• Strong interest in process improvement, automation, and using technology to improve efficiency
• Experience working with vendor platforms (e.g., Bloomberg, Dealogic, CorpAxe)
• Basic exposure to automation or data tools (e.g., VBA, Python, Alteryx, Power BI, or similar) preferred
• Exposure to AI-enabled productivity tools (e.g., Microsoft Copilot, or similar) in a work setting preferred