Mumbai Maharashtra Director of financial planning analysis Jobs – 45 Open Jobs Today

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Messe Muenchen India —Unknown, Unknown, Maharashtra
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BA4 COS BM
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GIMA - Executive Director - Wealth Management

Morgan Stanley -
Mumbai, Maharashtra

Apply Now

Job details

Full-time
8 days ago

Qualifications

Succession planning
Analysis skills
Recruiting
Financial services
Communication skills

Full job description

About Us:

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.

Position Summary:

Global Investment Manager Analysis (GIMA), a unit within the WM Investment Solutions, provides comprehensive manager research on a wide range of investment strategies, including separately managed accounts, mutual funds, UCITs, exchange-traded funds and private vehicles in the equity, fixed income and alternative investments spaces. The GIMA team engages with a broad array of investment managers to identify high quality strategies for portfolios.

We are seeking an experienced executive to lead GIMA in Mumbai, India. This individual will be responsible for leading, and managing the function, ensuring effective risk management practices, compliance, and adherence to internal policies and procedures.

Core functions:

Partner with recruiting and GIMA to source, hire, and onboard talent; maintain appropriate staffing levels through hiring, reassignments, and capacity planning.
Deliver consistent, high-quality service to internal clients within agreed SLAs; act as the primary escalation point for GIMA issues and drive timely resolution.
Lead the build-out and ongoing management of the function, including team structure, training, and performance management.
Establish and maintain policies, procedures, and operating guidelines aligned to applicable regulatory requirements and industry standards.
Drive continuous improvement across systems, controls, and processes to increase throughput, strengthen quality, and enhance supervisory review.
Develop team capability through structured training plans, coaching, and ongoing development; promote a high-performance, continuous-improvement culture.

Ongoing activities include:

Provide day-to-day oversight of the GIMA Mumbai team and ensure timely delivery of ongoing due diligence.
Ensure adherence to standards for due diligence workflows, written research notes, and report updates.
Partner closely with GIMA onshore analysts and coordinate with internal stakeholders (Product Management, Sales, Legal, Compliance) as required.
Foster a collaborative team environment that supports knowledge-sharing, learning, and cross-firm partnership.
Train and mentor junior team members; support succession planning and bench strength.
Stay current on WM Global Investment Office (GIO) market views, relevant regulatory developments, and broader trends impacting funds, managers, clients, and the alternatives industry.

Skills required:

15+ years’ experience in financial services.
Strong understanding of Wealth Management products/services and global financial markets.
Proven people leadership with the ability to drive change, accountability, and operational excellence.
Demonstrated experience leading high-performing teams in a global, cross-functional environment.
Strong analytical and critical reasoning skills; sound judgment and attention to detail.
Effective stakeholder management and collaboration skills, including with senior leaders.
Excellent written and verbal communication skills.

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 .

Apply Now

Refine Your Search

director of financial planning analysis jobs in mumbai maharashtra

GIMA - Executive Director - Wealth Management

Senior Director, BMI Advisory Analyst, Mumbai

Director, Risk Advisory Head of Modelling, Mumbai

Director - SaT - National - SaT - TCF - Capital and Debt Advisory - Mumbai

Group Project Director

Senior General Manager - Mergers & Acquisitions (M&A)

Manager – Commercial Finance

Executive Assistant to Director

BA4 COS BM

Category Manager, Global Ocean Freight

Manager - Accounts & Finance (Chartered Accountant)

Director - SaT - National - SaT - S&E - Deal Management - Mumbai

Sr. Business Development Leader

Director of Catering Sales

Senior Rebate Analyst (AP)

Construction Manager (MEP)

Assistant Manager

Associate / Senior Associate Analyst - FPNA

Media Manager

Head International Market Development - Europe

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