# Associate - Equity and Special Solutions Operations at Morgan Stanley

Morgan Stanley is hiring an Associate - Equity and Special Solutions Operations in Boston, United States. It pays $80k-$115k a year and Level rates it Little AI ●○○○; you can [apply on Morgan Stanley](https://jobsbylevel.com/go/b399c749-9da5-4905-8696-b72982cc21dd?utm_medium=ai-agent).

AI Level 1, AI centrality 25 out of 100. Boston, Massachusetts, United States of America.

## Details

- Company: [Morgan Stanley](https://jobsbylevel.com/companies/morgan-stanley)
- AI level: AI Level 1 (score 25 out of 100)
- Location: Boston, Massachusetts, United States of America
- Salary: $80k-$115k
- Posted: September 25, 2026
- Apply: https://jobsbylevel.com/go/b399c749-9da5-4905-8696-b72982cc21dd?utm_medium=ai-agent
- Free CV review for this job: https://jobsbylevel.com/cv-review?job=associate-equity-and-special-solutions-operations-at-morgan-stanley-da12a8

## Prepare for this job

The job page lists 5 likely interview questions for this offer, with a CV checklist: https://jobsbylevel.com/jobs/associate-equity-and-special-solutions-operations-at-morgan-stanley-da12a8

## Description

We are seeking a detail-oriented and proactive Associate to join the Public Markets Middle Office in Boston, providing hands-on operational support to the Equity and Special Solutions investment teams, including Exchange Funds. The role will support Portfolio Managers and Trading teams across daily portfolio readiness, trade processing, cash and position oversight, reconciliations, contributions and redemptions, tax-lot and in-kind activity, corporate actions, and timely resolution of operational exceptions. The Associate will partner closely with Middle Office Operations, Trade Support, Portfolio Services, Fund Accounting, Tax, Legal, Compliance, Technology, Custodians, Brokers, transfer agents, and other service providers to help ensure accurate portfolio data, clean reconciliations, timely lifecycle processing, and effective issue escalation. The successful candidate will be organized, control-focused, responsive, and comfortable managing high-volume, time-sensitive workflows while contributing practical ideas for process improvement, automation, AI-enabled support, and enhanced reporting. 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 Associate level position within Product Support & Services, which is responsible for providing transaction support and managing post execution processes. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. Interested in joining a team that’s eager to create, innovate and make an impact on the world? Read on… What you’ll do in the role: Daily Investment Team Support Provide day-to-day operational support to Equity and Special Solutions strategies across funds, mandates, and accounts, including Exchange Funds. Monitor portfolio cash, positions, trade activity, pricing and valuation flags, settlement status, corporate actions, and other exceptions to support accurate start-of-day and end-of-day readiness. Support front-to-back equity trade flows, including trade capture, allocations, confirmations, settlement instructions, failed trades, broker and standing settlement instruction issues, and related exception management. Respond promptly and professionally to Portfolio Manager and Trading queries, providing clear status updates, ownership, expected resolution timing, and escalation where required. Maintain transparent trackers for open breaks, aging items, follow-ups, dependencies, and required actions to support effective handoffs across teams. Exchange Funds and Special Solutions Operations Support Exchange Fund subscriptions and contributions, including coordination of contributed securities, eligibility and restriction checks, valuation inputs, tax-lot data, custody movements, and completion of required operational documentation. Support redemption and distribution workflows, including cash and in-kind activity, security selection inputs, tax-lot accounting and release, transfer instructions, settlement monitoring, and reconciliation of resulting portfolio activity. Coordinate with Portfolio Management, Trading, Tax, Legal, Compliance, Fund Accounting, Custodians, and transfer agents to resolve data or processing exceptions and meet transaction timelines. Monitor portfolio diversification, concentration, liquidity, restricted-security, and other operational considerations relevant to Exchange Funds and bespoke Equity solutions, escalating potential issues to senior team members. Assist with new account, vehicle, and mandate onboarding, including operational readiness reviews, reference data, account setup, testing, controls, procedures, and go-live support. Reconciliations, Corporate Actions, and Trade Lifecycle Perform and support daily cash, position, transaction, and tax-lot reconciliations

The description is cut here. Read the full offer: https://jobsbylevel.com/jobs/associate-equity-and-special-solutions-operations-at-morgan-stanley-da12a8

Source: https://jobsbylevel.com/jobs/associate-equity-and-special-solutions-operations-at-morgan-stanley-da12a8

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