Company Profile

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Primary Responsibilities

This role is based out of Mumbai and responsible for supporting the New York team by managing vendor communications, AUM/volume computations, payments coordination, documentation workflows, and recurring reporting. The position works closely with multiple New York based teams and external index vendors, and will help build a scalable, centralised licensing model.

The role needs to carry all communications related to index AUM, payments with vendor and within the firm with Trading, Sales, Strats and Accounts Payable.

Job Description

AUM, Volume & Fee Computation

• Perform monthly and quarterly Index AUM and volume calculations using Python scripts, internal tools, and web calculators.
• Validate computed volumes and reconcile with Sales/Trading before submission to vendors.
• Maintain repository of all live indices and ensure regular clean-up of no AUM indices.

Licensing Operations & Vendor Coordination

• Act as the primary liaison for index licensing and vendor workflows, coordinating with index providers, Sales, Trading, Strats and Accounts Payable teams.
• Manage vendor communication related to AUM submissions, volume clarifications, invoicing, and payment queries.
• Set up new vendors in internal systems and ensure correct wire/payment instructions reach Accounts Payable.
• Work closely with stakeholders (Sales, Trading, Legal, DSP, Account Payable, Strats, Finance) to ensure the end‑to‑end licensing process runs smoothly.

Agreement & Documentation Management

• Maintain a central repository of all index agreements; ensure regular cleanup of outdated/no‑AUM indices.
• Coordinate with Legal/BURM to ensure agreements are routed, reviewed, and signed on time.
• Support Structuring/Sales by providing documentation and helping onboard new index agreements tied to new trades.

Payments, Invoicing & Budgeting

• Ensure timely vendor payments, following agreement terms and internal AP workflows.
• Prepare monthly accruals and assist in annual budgeting for index licensing costs.
• Generate client invoices for pass‑through fees where applicable.

Reporting, Governance & Tracking

• Produce regular dashboards summarizing AUM, volumes, fees, and license‑usage metrics.
• Track pending agreements, payment cycles, expiries, and vendor onboarding status.
• Provide periodic updates to Business CFO/IED leadership on licensing workflows.

In‑house Automation & Workflow Efficiency

• Automate recurring tasks using Python, VBA, Excel macros, and Power Query.
• Collaborate with Strats/Tech to build workflow tools and improve process efficiency.
• Support creation of SharePoint tracking tools, templates, and dashboards.

Skills required (essential)

• MBA or CA with 3 to 6 years of experience in Accounting, cost budgeting, accruals, managing expenses, profile before tax, computing volume, working on dashboard
• Excellent communication skills both verbal and written;
• Good knowledge of Python, VBA, Excel macros, and Power Query

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 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 benefits and perks in the industry. There’s also ample opportunity 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-offices​ into 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.

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 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 benefits and perks in the industry. There’s also ample opportunity 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-offices​ into your browser.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.  Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.