ESG Product Reporting Specialist, Associate, Investment Management - Mumbai City

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 indiv ...

Job description

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.

Department Profile

Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with 45 offices serving clients in 19 countries. MSIM's professionals worldwide provide outstanding long-term investment performance. We offer clients a diverse array of equity, fixed income, liquidity, and alternative investments, including merchant banking strategies.

MSIM defines Sustainable Investing as a spectrum of practices that uses environmental, social and governance (ESG) information and criteria to deliver returns for clients and shape bespoke investment solutions. We are committed to ESG-informed investment decision making and we leverage our influence as an investor to drive better investment performance alongside improved sustainability practices and outcomes. MSIM offers a variety of sustainable investing options, from funds that integrate ESG factors as an intrinsic part of the investment process, to thematic Sustainable Funds that seek to achieve attractive financial returns alongside positive impact.  The firm aspires to ESG integration leadership and excellence in offering client solutions in the fast-growing sustainable investing industry.

Team Profile

The MSIM Sustainability team is responsible for the execution of MSIM's sustainable investing business strategy globally, including developing MSIM's ESG investment integration standards, helping to launch thematic Sustainable Funds, advising sales professionals and clients on sustainability matters, and producing sustainability data, tools, and research in support of our investment teams. The Sustainability team also comprises the Global Stewardship function, which coordinates our stewardship and investee engagement agenda. Integration of ESG data into the business is critical to this program's success.

Role Summary

The team is seeking an ESG Product Reporting Specialist to support the delivery of ESG product reporting (to meet regulatory and client requirements), and to support the establishment of a  ESG product reporting operating model.  Successful candidates will have an analytical mindset with demonstrated expertise in IT/Operations and an interest in applying those skills within sustainable finance. This is a high-paced role that requires the ability to manage a high volume of data with hard regulatory deadlines. The role requires an ability to manipulate and review large data sets, identify detailed data quality issues, and troubleshoot. The successful candidate will report to the Head of Sustainability Regulation and Policy and work closely with several internal groups globally, including Data, Technology, Investment teams, Operations, Legal and Compliance

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Primary Responsibilities

• Support the delivery of regulatory reporting from an IT/Ops perspective
• Support the establishment of an ESG product reporting operating model
• Understand key inputs including product and data elements, and types of narratives required for reporting on various regulatory aspects of ESG regulations
• Partner with IT, Portfolio Surveillance and Operations teams to source relevant data internally and help translate that data into reporting templates for all investment products on an ongoing basis
• Setup and maintenance of reporting templates for ESG regulatory product reporting (including, but not limited to SFDR, TCFD, SDR regulations), for annual reporting cycles, and implementation of new requirements
• Troubleshooting issues with regulatory reporting tech systems, and main vendor point of contact for technical issue resolution
• User profile creation and user permissions and access management in regulatory reporting tech systems
• Working with Operations to deliver monthly ESG data (such as the European ESG Template) to MSIM's data dissemination partners
• Working with the Digital team to ensure the relevant versions of sustainability disclosures are uploaded onto MSIM websites
• Working with the Client Reporting team to ensure sustainability reports are delivered to clients within agreed timeframes

Skills required

The ideal candidate has an analytical mindset; an entrepreneurial, collaborative disposition; and a commitment to advancing social and environmental outcomes. Desired qualifications and experience level include:

• 3-5 years of relevant analytical experience
• Experience or educational credentials with focus on data analysis/engineering, computer science or relevant quantitative field
• Experience working with large datasets, preferably ESG data and frameworks or having knowledge of ESG reporting conventions and emerging standards gained in an audit and reporting capacity.
• Excellent time-management and prioritization skills, as this is a fast-paced role supporting several business teams
• High level of attention to detail, with the ability to identify errors or discrepancies, and investigate solutions or escalate as required
• Strong interpersonal and communication skills (oral and written)
• Ability to interact with a wide range of stakeholders, including investment teams, Client Reporting, Client Relationship Management, Operations, Portfolio Surveillance
• Strong academic credentials and/or professional experience in investment management or data analysis
• Minimum bachelor's degree

Highly desirable:

• Knowledge of ESG regulations and reporting frameworks (e.g. EU SFDR, TCFD, US SEC, PRI)
• Previous experience in regulatory or sustainability reporting roles.

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.

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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.