yoinka

Private Equity - Director - Product Support & Services

Morgan Stanley

Mumbai, IndiaStaffH-1B sponsor company
Sign in to applyVerified 1d ago
Location
Mumbai, India
Work model
On-Site
Level
Staff
H-1B history
39 approvals (FY2023)
Posted
Aug 18, 2026

Skills

Power BI

About this role

We’re seeking someone to join our team as a Director in Investment Management Operations team with experience in invoice processing, fund accounting, expense management, and financial controls. The ideal candidate will possess strong analytical capabilities, advanced Excel and automation skills (Alteryx/AI), a solid understanding of private equity fund structures, and the ability to manage stakeholders while driving operational efficiency and process improvement. 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 an Advanced Specialist position at Director level within the Product Support & Services, which is responsible for providing transaction support and managing post execution processes. 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 do in the role: Manage complex processes and/or support significant process management/project efforts Lead in process improvement, project management or technology development and testing across multiple teams and/or divisions. Analyze and expose ambiguous, complex issues or non-standard issues, identify risks, root causes and propose future actions, tracking through to resolution. Build and manage relationships with business unit partners, other Morgan Stanley infrastructure departments, and external contact points in Client or Market organizations. Understanding of PE fund structures (LP/GP, Fund of Funds, Co-investments), Capital calls, distributions, management fees, and carried interest. Managing invoice workflows through accounting/AP platforms and review invoices against contracts, budgets, and approval matrices. Ability to code and allocate of expenses across funds, entities, and portfolios. Ability to Identify opportunities to automate manual processes within Fund Operations. Ability to create process dashboards and KPI reporting using Power BI or equivalent tools. Implement workflow automation and intelligent document processing solutions. Ensure compliance with internal policies and fund governing documents and Perform control checks on expense allocations and payment approvals. What you'll bring to the role: At least 8 years' relevant experience would generally be expected to find the skills required for this role Front-to-back knowledge of the processes, projects, systems, markets and instruments that influence their team with a comprehensive understanding of job-related operational/compliance policies and procedures Ability to think commercially, understand the impact of initiatives, risks on the operational budget Ability to address non-standard issues within area of expertise Culture carrier and role model, representing and leading the Firm's core values to influence and motivate those around you Experience in private equity/real estate or private equity/real estate fund of funds investment accounting is required. Knowledge of hedge fund accounting and/or derivatives, or experience with Investran, is a plus. Ability to take a proactive approach to projects and tasks in implementing solutions. 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

Listing verified 1d ago. Applications go through the company's official careers site.

← Back to Yoinka

Private Equity - Director - Product Support & Services at Morgan Stanley, Mumbai, India | Yoinka