Private Markets Operations, Vice President, Investment Management

Morgan Stanley4.0·Posted 1 month ago

Location

All India

Experience

8–12 years

Required Skills

CFAFinanceAlteryxArtificial IntelligenceTableauPower BIExcelPowerPointData visualizationAnalytical skillsProject managementTime managementInterpersonal skillsCommunication skillsMBACAProblemsolving

About the Role

As a Vice President at Morgan Stanley in Mumbai, you will play a crucial role in the Investment Management department by collaborating with internal stakeholders to deliver private side performance reporting. Your responsibilities will include:

• Ensuring accuracy, timeliness, and alignment with business requirements in private side performance reporting.

• Coordinating with fund administrators and internal teams to review private fund financials.

• Creating a consolidated view of positions, valuations, and performance by aggregating and reconciling data across private funds.

• Delivering accurate and timely data to downstream consumers including Risk, Finance, Operations, and Senior Management.

• Maintaining data integrity by managing and reconciling referential data across multiple systems.

• Partnering with business teams on strategic priorities and initiatives related to private side funds and alternative strategies.

• Driving process improvements through automation and innovative data management solutions.

• Conducting data quality reviews, reconciliations, and reporting assessments.

• Monitoring and reporting on key metrics related to investment data.

• Supporting the implementation of data governance policies, standards, and procedures.

Qualifications desired for this role include:

• MBA from Reputed Universities, CA/CFA, or Master's degree with a major in Finance from top colleges.

• 8+ years of experience in the financial services industry with a focus on Private Markets/Alternative Fund strategies and private side fund structures.

• Solid understanding of fund administration, investor reporting, reconciliations, and private fund financials.

• Proven track record of leveraging automation and data tools like Alteryx, Artificial Intelligence, Tableau & Power BI.

• Proficiency in Excel and PowerPoint; experience with data visualization tools is a plus.

• Strong analytical and problem-solving abilities.

• Excellent project and time management skills.

• Strong interpersonal and communication skills.

At Morgan Stanley, you can expect a commitment to maintaining first-class service and high standards of excellence. The company values putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back. You will have the opportunity to work alongside the best and brightest in a supportive and empowering environment. Additionally, there are attractive employee benefits and opportunities for career advancement within the organization. As a Vice President at Morgan Stanley in Mumbai, you will play a crucial role in the Investment Management department by collaborating with internal stakeholders to deliver private side performance reporting. Your responsibilities will include: