Morgan Stanley
Associate - Equity and Special Solutions Operations
$80K–$114K
Boston, Massachusetts · On-site · Full-time · Posted Sep 25, 2026
- Experience
- 2–5 years in investment operations, middle office, trade support, fund operations, reconciliation, or a related role.
About the job
Provides operational support to Equity and Special Solutions investment teams, managing trade flows, portfolio oversight, Exchange Fund activity, reconciliations, corporate actions, and operational controls.
What you'll do
- Monitor cash, positions, trades, settlement, corporate actions, and exceptions to support portfolio readiness.
- Support Exchange Fund contributions, redemptions, distributions, and related security movements, tax-lot activity, and coordination.
- Perform reconciliations, resolve operational breaks, maintain controls and reporting, and identify process-improvement opportunities.
What they ask for
- Exposure to equity products and lifecycle events, including listed equities, ADRs, and corporate actions.
- Hands-on experience with cash, position, transaction, or tax-lot reconciliations; trade settlement; corporate actions; and operational exception management.
- Strong analytical and problem-solving skills; organized and detail-oriented, able to manage multiple priorities and deadlines.
- Strong Microsoft Excel skills.
Nice to have
- Experience supporting pooled vehicles, separately managed accounts, alternative or bespoke investment solutions, or Exchange Funds.
- Familiarity with Aladdin or comparable OMS, IBOR, ABOR, accounting, reconciliation, custody, or transfer-agency platforms.
Pay
$80,000 and $114,500 per year (USD, base salary)
Tools
Aladdin, Microsoft Excel, OMS, IBOR, ABOR
AI focus
Identify opportunities for AI-enabled workflow support and enhanced reporting; experience with AI-enabled solutions is helpful.
Model-written summary · the original posting is authoritative