4 Ucits Jobs

Position Title: Associate Investment Risk Management Location: Mumbai, India Department: Morgan Stanley Investment Management (MSIM) Department Overview Morgan Stanley Investment Management (IM), along with its advisory affiliates, manages over USD 1.6 trillion in assets globally (as of June 30, 2025). Role Summary This role is within the Mumbai-based Investment Risk Management. The successful candidate will contribute to both fund risk management initiatives, including but not limited to fund risk reporting, analysis, and monitoring. This role also involves active participation in portfolio hedging programs and advanced risk analytics, including sensitivities and Greeks. The candidate will work closely with investment, trading, and operational teams to ensure robust risk oversight, regulatory compliance, portfolio hedging and rebalancing and other related objectives. Key Responsibilities Fund Risk Management Good knowledge and experience in Asset Management and Hedge Fund styles. Conduct regular risk reporting, including Value-at-Risk (VaR) backtesting, stress testing, and scenario analysis. Monitor risk exposures across multi-asset classes and ensure alignment with fund mandates and regulatory limits. Ensure compliance with UCITS and AIF regulations (UCITS knowledge is a strong plus). Produce periodic board and regulatory reports, highlighting risk metrics and compliance breaches. Develop and maintain comprehensive investment risk and compliance framework tools. Portfolio Hedging & Rebalancing Execute and monitor Portfolio hedging programs for Global Markets, Multi-asset portfolios. Minimize basis risk and ensure efficient trade execution for swap basket rebalancing. Collaborate with traders to optimize portfolio hedging strategies using derivatives. Analyze and report on portfolio sensitivities including delta, gamma, vega, Beta, and other Greeks. Cross-functional Collaboration Partner with various investment, operational, etc. teams to support risk activities of all funds under coverage in accordance with local and global regulations. Participate in board meetings and communicate risk findings and strategic insights. Support fund and strategy research initiatives. Required Skills & Experience Masters degree in a quantitative discipline (Mathematics, Quantitative Finance, Economics, Engineering, etc.). CFA, FRM (completed) level 1 onwards is a plus. 24 years of experience in finance, preferably in trading, risk, or investment management. Strong understanding of financial instruments and derivatives pricing (futures, swaps, options). Excellent understanding about various asset classes including Equities, Fixed Income, derivatives, swaps, FX, Commodities. Good understanding of fund strategies and hedging styles. Proficiency in financial market tools like Bloomberg, Aladdin is preferred. Proficiency in coding, data processing & visualization tools like SQL, Python, PowerPoint, Excel, VBA is preferred. Solid grasp of portfolio and risk concepts including VaR, stress testing, and derivatives sensitivities. Experience with European fund regulations (UCITS/AIF) is highly desirable. Excellent analytical, organizational, and communication skills. Ability to thrive in a fast-paced, collaborative environment. Good understanding about various asset classes including Equities, Fixed Income, derivatives, swaps, FX, Commodities. What You Can Expect From Morgan Stanley We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - arent just beliefs, they guide the decisions we make every day to do what&aposs best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, youll 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. Theres 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. Show more Show less

You will be responsible for completing regulatory filings such as AnnexIV, FormPF, CPO, and more for a portfolio of clients on a periodic basis. Your role will involve participating in regular service reviews with internal entities, providing input for ensuring accurate and timely production of KPI's and MI packs, and supporting client servicing through reporting. It is essential to escalate issues promptly and follow existing procedures to solve routine problems. You should demonstrate proficiency in problem-solving, taking ownership of tasks and being proactive in keeping abreast of regulatory changes. Working collaboratively with other teams in different locations and time zones, particularly in Cayman, United States, and Luxembourg, is crucial. Adequate documentation and backup of operational processes, along with participating in on-the-job training for new hires, are part of your responsibilities. Additionally, you will assist the Manager and Director with ad-hoc client queries and aim to become proficient in various risk and regulatory reporting requirements, such as AIFMD and Excel. To excel in this role, you must hold a minimum of a 3rd level Degree in Finance, Business, or a similar field. A Master's Degree in Finance or a related professional qualification would be desirable. Ideally, you should have 2-4 years of experience in a risk, regulatory, fund accounting, or similar role within the financial services industry, particularly in the funds sector. Knowledge or exposure to regulatory filings like AIFMD, UCITS, CPO-PQR, Form PF, Solvency II, and PRIIP's would be beneficial. Familiarity with risk measurements and financial instruments, along with proficiency in Excel and comfort with quantitative analysis, is essential for this quantitative role. Experience in using systems for completing regulatory reports and familiarity with Bloomberg would be advantageous. Your role may also involve supporting further migrations and integrations to the Regulatory Reporting COE, in addition to handling other assigned projects and duties.,

As an Associate Vice President / Senior Associate at Ares in the Mumbai Investment Operations team, you will play a crucial role in managing various aspects of loan operations, fund administration, and credit activity. Your responsibilities will include overseeing the loan operations team, fund administrators, custodians, and processing credit activity and restructures in WSO for loans across different business lines. You will also be involved in researching and escalating loan operations issues, collaborating with the Loan Settlements/Servicing teams in Los Angeles, and ensuring best practices in a rapidly growing environment. Your primary responsibilities will involve serving as the primary escalation contact and day-to-day manager for the loan operations team in Mumbai, providing training and ongoing support for the local team, coordinating and reconciling daily servicing events, overseeing loan processing in WSO, and reviewing credit events with third-party administrators and custodian banks. Additionally, you will be responsible for preparing KPIs, maintaining quality controls, and liaising with various internal and external stakeholders to enhance loan operations workflows. To excel in this role, you should have experience in global capital markets or investment management firms with expertise in Investment Operations and Asset Servicing related functions. It is preferred that you have experience with alternative asset managers and a strong knowledge of bank loans. Experience with loan closing process in ClearPar and loan servicing process in Wall Street Office is required, along with familiarity with data management platforms such as Black Mountain (Allvue), Everest, Geneva, and IVP. Understanding of basic accounting theories and experience with diverse investment vehicles are also beneficial. You should possess exceptional communication skills, a proactive and self-directed approach, the ability to manage multiple priorities effectively, and a keen eye for detail. Your role will involve collaborating with teams across different time zones, so flexibility in working hours is essential. A solutions-oriented mindset, strong leadership skills, and a passion for increasing process efficiency through innovative ideas will be valuable assets in this role. If you are a dynamic, adaptive professional with experience in Investment Operations and a desire to work in a fast-paced environment, this opportunity at Ares could be the ideal fit for you. Applications for this position will be accepted on an ongoing basis until the search is no longer active.,

As a Regulatory Reporting Analyst, you will be responsible for preprocessing holdings data using RiskCore and enriching it with security master attributes, ensuring sign off on E-Risk results. You will assist in completing regulatory filings such as AnnexIV, FormPF, CPO, and more for a portfolio of clients on a periodic basis. Participating in regular service reviews with internal entities, leveraging the CoE for regulatory reporting activities will also be part of your responsibilities. Working closely with the Associate Director or Manager, you will ensure that KPIs and MI packs are accurately produced in a timely manner for internal entities and senior management. Your role will involve supporting client servicing through timely and accurate reporting, escalating issues as necessary. You will follow and enhance existing procedures to solve routine problems and demonstrate proficiency in problem-solving, taking ownership of tasks using your own initiative. Assisting the manager in supervising and managing staff members involved in regulatory filings and ensuring the timely completion of such filings will be crucial. Collaboration with other groups in different locations and time zones, particularly the teams in Cayman and Luxembourg, is essential. Providing adequate documentation and backup of all operational processes, participating in on-the-job training for new hires, and staying abreast of regulatory changes to help oversee and implement them within the business are also part of your responsibilities. You will assist the manager or Director with ad-hoc client queries and aim to become proficient in various risk and regulatory reporting requirements, such as AIFMD, while enhancing your Excel skills and knowledge of the funds industry. Moreover, you will be involved in various projects and duties as assigned. To excel in this role, you must hold a minimum of a 3rd level Degree in Finance, Business, or a related field. A Master's Degree in Finance or a related professional qualification would be desirable. Ideally, you should have 4-5 years of experience in a risk, regulatory, fund accounting, or similar role within the financial services industry, preferably in the funds sector. Knowledge of regulatory filings like AIFMD, UCITS, CPO-PQR, Form PF, Solvency II is preferred but not mandatory. Previous management or supervisor experience is beneficial. Proficiency in risk measurements, financial instruments, Excel, and Bloomberg would be advantageous for this quantitative role.,