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Morgan Stanley

Manages investments and advises on financing

Fixed Income Trade Support Director

Finance & BankingConfirmed live in the last 24 hours
Full-timeBoston, MA, USAIn-person

About the Job

Requirements

  • At least 6 years of experience in fixed income 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 portfolio managers and traders and downstream operations teams from execution through settlement and reporting.
  • Strong understanding of global fixed income markets, foreign exchange products, and lifecycle events, including treasuries, corporate bonds, agencies, asset-backed securities, confirmations, settlements, fails management, reconciliations, factor paydowns, and corporate actions.
  • Hands-on experience with trade management, confirmations and settlement, reconciliations, exception management, and operational controls; familiarity with applicable regulatory and client reporting expectations.
  • Proficiency in Aladdin and/or comparable order management, investment book of record, or accounting book of record platforms, plus market/data tools and post-trade utilities for confirmations, settlement, and reconciliations such as DTCC CTM, GTSS, Alert, and CLS capabilities.
  • Strong understanding of global market standards, broker/clearing and custodian practices, and risk and control frameworks.

Responsibilities

  • Provide dedicated day-to-day operational support to portfolio managers and traders across applicable asset classes, including fixed income 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 involving trade capture, allocations, confirmations, settlement, and clearing, minimizing disruption to investment decision-making.
  • Monitor start-of-day readiness, including cash and position reconciliations, breaks, pricing and valuation flags, unmatched confirmations, and settlement fails, and consult stakeholders on exposures, exceptions, and required actions.
  • Perform root-cause analysis and permanent corrective actions to resolve trade lifecycle and operational issues involving allocations, confirmations, exceptions and breaks, settlement fails, fees and interest accruals, and corporate actions where applicable, partnering with custodians, brokers and clearing brokers, technology, and compliance as applicable.
  • Exercise sound operational judgment with a strong risk and control mindset, proactively identifying, assessing, and resolving trade issues while ensuring timely escalation of material risks.
  • 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 key performance and key risk indicators, including breaks, failed trades, aging, incident volumes, and turnaround times, and deliver actionable insights to middle-office leadership and front-office stakeholders.
  • Contribute to procedures, playbooks, and training, and coach peers and junior colleagues as needed to ensure consistent processes and effective knowledge transfer.
  • Partner on change initiatives involving platform enhancements, new products and strategies, and market or regulatory obligations; prioritize work based on activity, risk, and business needs, escalating where appropriate.

About the Company

Morgan Stanley

Manages investments and advises on financing

Morgan Stanley advises companies and governments on financing and manages investments for institutions, individuals, and families. Its business combines investment banking and securities trading with wealth management and an asset-management division that invests across public and private markets. Bankers arrange stock and bond sales and advise on mergers, while advisors build client portfolios and fund managers invest money under agreed strategies. The firm earns advisory and management fees, trading revenue, commissions, and interest from lending and deposits. Morgan Stanley was founded as a partnership in 1935 and is headquartered in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1935

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