Equities Trade Support- Director
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-08-10
Listing for:
Morgan-Stanley
Full Time
position Listed on 2026-08-10
Job specializations:
-
Finance & Banking
Banking Operations, Risk Manager/Analyst, Financial Compliance
Job Description & How to Apply Below
The position provides an opportunity to partner closely with MSIM Trading, Technology, Compliance, Counter parties, Prime Brokers/Clearing Brokers, Custodians and various functional teams within MSIM Operations to proactively monitor transaction/position data quality and resolve issues that could impact trade execution, settlement, valuation, risk, and client/regulatory reporting. The successful candidate exercises sound operational judgment, maintains composure in high-pressure, time-sensitive market environments, and effectively manages risk across multiple products while delivering exceptional support and issue resolution.
As a Director, you will contribute to continuous improvement initiatives, leverage automation and AI-enabled solutions to drive innovation, and champion operational excellence by enhancing processes, achieving our strategic business outcomes and delivering world-class service to our clients.
Key Responsibilities:
Trade Support Coverage:
Provide dedicated day-to-day operational support to Portfolio Managers and Traders across applicable asset classes including equities and foreign exchange, ensuring timely and accurate processing of trades from execution through settlement.
Serve as a primary point of contact providing proactive oversight of trade lifecycle controls, booking quality, and operational readiness for front office stakeholders.
Anticipate front office needs and proactively resolve front-to-back workflow issues (trade capture, allocations, confirmations, settlement, clearing), ensuring minimal disruption to investment decision-making.
Monitor start-of-day readiness (cash/positions reconciliation, breaks, pricing/valuation flags, unmatched confirmations, settlement fails) and consult stakeholders on exposures, exceptions, and required actions.
Issue Resolution and Escalation:
Perform root cause analysis and permanent corrective actions to drive resolution of trade lifecycle and operational issues (allocations, confirmations, exceptions/breaks, settlement fails, fees/interest accruals, corporate actions where applicable), partnering with Custodians, Brokers/Clearing Brokers, Technology, and Compliance, as applicable.
Exercises sound operational judgment with a strong risk and control mindset, proactively identifying, assessing, and resolving trade issues while ensuring timely escalation of material risks.
Optimization:
Identify opportunities to streamline trade support processes, increase straight-through-processing, implement industry best practices, reduce manual touchpoints, and enhance preventative controls using automation and AI-enabled solutions.
Maintain accurate support KPIs/KRIs (e.g., breaks, failed trades, aging, incident volumes, turnaround times) and deliver actionable insights to Middle Office leadership and front office stakeholders.
Contribute to procedures, playbooks, and training; coach peers/juniors as needed to ensure consistent processes and effective knowledge transfer.
Partner on change initiatives (platform enhancements, new products/strategies, market/regulatory obligations) and prioritize work based on activity, risk, and business needs, escalating where appropriate.
Experience and Qualifications:
6+ years of experience in equities trade support, middle office, or investment operations at a global asset manager, bank, or financial institution.
Proven experience supporting front-to-back workflows and partnering closely with PMs/Traders and downstream operations teams from execution through settlement and reporting.
Strong understanding of equity and foreign exchange market…
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