Institutional Equity Division - Senior Manager, Tansition (Mumbai)

We’re seeking someone to join our team as a Senior Manager who will play a key role in supporting the global Transition Management team within Morgan Stanley Fund Services, with a focus on operational execution, process optimization, and technology-driven improvements.This role is ideal for a highly organized, analytical, and technologically savvy individual who enjoys solving problems, building efficient solutions, and challenging traditional ways of working. In addition to supporting critical onboarding and fund lifecycle activities, the successful candidate will leverage advanced Excel skills, AI tools, and automation to enhance reporting, streamline workflows, and improve operational efficiency.

The position offers broad exposure to fund administration and global operations, with opportunities to take on greater ownership and potentially expand into client-facing transition management responsibilities over time.

Established in 2004, Morgan Stanley Fund Services (MSFS) is a global business within Institutional Equities Division (IED) that provides fund administration services for over $950billion in assets across 350+ hedge funds, private equity and large family offices clients. Our best-in-class offering includes accounting and investors services, portfolio analytics, middle-office functions, regulatory reporting, and tax optimization. Delivering these services to our clients and their investors is a diverse team of 1,400 highly skilled employees across the globe based in New York, London, Glasgow, Dublin, Mumbai, Bengaluru, and Hong Kong. Joining MSFS, you will discover a dynamic environment where every day it offers new opportunities for personal growth and innovation. Here at MSFS your career isn’t just a job, it’s an incredible journey fueled by collaboration, challenge, and the chance to make a meaningful impact on our business, our clients, their investors and the wider Morgan Stanley franchise.

Transition Management (“TM”) is the heart of client onboarding and fund launches for MSFS. The team offers the opportunity to make a direct impact on clients and their investors, guiding them through one of their most important transitions.

As a member of the TM team, you’ll be the central liaison between clients and our expert MSFS functional groups. From the moment a prospective client is approved and chooses to partner with us, you’ll coordinate the crucial steps that ensure a seamless setup and launch on the MSFS platform.

If you’re organized, proactive, and thrive in a collaborative setting where you can see the tangible results of your efforts, Transition Management is the place for you. Join us in delivering world-class service and shaping the future of client onboarding at MSFS.

Since 1935, Morgan Stanley is known as a global leader in financial services, alwaysevolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

What you’ll do in the role:

• Provide operational support to the global Transition Management team across client onboarding, fund launches, and ongoing fund lifecycle activities.
• Coordinate legal entity creation and organic fund launches, ensuring accurate and timely execution.
• Manage account opening requests, monitor aging items, and proactively resolve outstanding deliverables.
• Maintain and enhance onboarding pipeline reporting, tracking key milestones, activity, and operational metrics.
• Support fund liquidations and transitions out, coordinating requirements across internal teams.
• Assist with pricing rules, KYC requirements, and FTP setups, ensuring accuracy, appropriate controls, and timely completion.
• Design and develop Excel-based tools, dashboards, and reporting solutions to improve transparency, data quality, and operational oversight.
• Identify manual processes and implement practical improvements through automation, AI-enabled tools, and technology solutions.
• Partner with global stakeholders to resolve operational challenges, standardize workflows, and drive continuous improvement.

What will you bring to this role

• Strong working knowledge of Microsoft Excel, with the ability to confidently manage, organize, and analyze data using formulas, filters, pivot tables, and other commonly used features.
• Comfortable using AI-powered productivity tools and interested in applying technology to improve workflows and solve business problems.
• Strong analytical and problem-solving skills, with a natural curiosity and a continuous-improvement mindset.
• Highly organized, detail-oriented, and capable of managing multiple priorities with accuracy and accountability.
• Proactive and resourceful, with the ability to identify inefficiencies, propose solutions, and independently drive improvements.
• Strong communication and collaboration skills, with the ability to work effectively across globally distributed teams.
• Adaptable, self-motivated, and eager to learn new technologies, processes, and areas of the business.
• Experience in financial services, fund administration, asset management operations, or a related field.
• Familiarity with hedge funds, fund structures, and fund onboarding or lifecycle activities.
• Experience improving processes through technology, automation, or AI-enabled solutions.
• Exposure to account opening, KYC, reference data, or fund lifecycle processes.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

At Morgan Stanley we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values.We are dedicated to providing first-class service to our clients in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. Explore the exceptional ideas generated by our industry thought leaders about Personal Finance, Market Trends, Tech, Sustainability, and more.