We re seeking someone to join our team as a Corporate Actions - Vice President who will lead the global Corporate Actions team at a leading Asset Manager managing a team of 10 FTEs based in India that supports corporate action processing across global portfolios and markets This role requires a hands-on leader with strong subject-matter expertise who can ensure accuracy timeliness and control in the processing of mandatory and voluntary events proxy voting class actions and tax reclaim oversight As part of a global asset management platform the individual will be accountable for delivering seamless end-to-end Corporate Actions support while proactively identifying issues and process inefficiencies They will play a key role in driving innovation by exploring AI automation and next-generation technologies to transform and modernize the Corporate Actions function They must have strong analytical automation low code tooling pro dev capabilities and AI strategies and solutions along with strong interpersonal and communication skills and be able to build and foster relationships at all levels of the firm s clients and outsourcing agent s organization In the Operations division we partner with business units across the Firm to support financial transactions devise and implement effective controls and develop client relationships This is a Department Manager position at Vice President level within the Product Support Services IM Since 1935 Morgan Stanley is known as a global leader in financial services always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world What you ll bring to the role Global Corporate Actions Oversight Lead the global Corporate Actions team in processing and tracking mandatory and voluntary events across multiple regions and asset classes Proxy Voting Governance Manage global proxy voting operations ensuring compliance with governance standards and client policies Class Actions Oversee monitoring tracking and administration of global class action claims to safeguard investor entitlements Tax Reclaim Oversight Provide global oversight for tax reclaims related to corporate actions ensuring compliance with documentation and regulatory requirements Global Communication Act as the key point of contact with custodians brokers and data providers worldwide ensuring timely and accurate event information and instructions Portfolio Application Ensure corporate action events are correctly reflected in portfolios accounting and investment systems across the firm Risk Exception Management Identify escalate and resolve discrepancies breaks and exceptions in a timely and well-controlled manner Process Innovation Champion the adoption of automation AI and advanced technologies to improve efficiency scalability and risk management Team Leadership Manage mentor and develop a high-performing global team of 10 FTEs fostering collaboration accountability and continuous improvement KPI SLA Reporting Track and report on operational metrics timeliness accuracy efficiency to senior management within the global asset management organization Industry Leading Technologies Use industry-leading technologies like Alteryx PowerBI GenAI etc to develop tools for the operations team to pursue automation and enhance efficiency What you ll bring to the role 12 years of experience in Corporate Actions operations preferably within Asset Management or Global Investment Operations Expertise across mandatory and voluntary corporate actions proxy voting class actions and tax reclaims Strong understanding of global market practices custodian processes and regulatory standards Proven leadership experience managing global teams 8-15 FTEs in a fast-paced high-control environment Experience working with corporate action processing systems e g Bloomberg SWIFT DTCC custodian portals Demonstrated ability to drive process re-engineering automation and AI adoption to modernize operations Excellent communication and stakeholder management skills with both internal and external partners across regions Bachelor s degree in finance Accounting Economics or related field advanced qualifications a plus WHAT YOU CAN EXPECT FROM MORGAN STANLEY We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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 perks and perks in the industry There s also ample prospect 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-officesinto your browser Morgan Stanley is an equal opportunities employer We work to provide a supportive and inclusive environment where all individuals can maximize their full potential Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds talents perspectives and experiences Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting developing and advancing individuals based on their skills and talents

📌 Corporate Actions Vice President Product Support & Service Im (Maharashtra)
🏢 Morgan Stanley
📍 Maharashtra