Aadil Ansari

Risk Associate| FINRA Compliance| Financial Risk & Regulatory Reporting | Morgan Stanley | Ex-UBS | ACMA |

Role
Associate at Morgan Stanley
Location
Mumbai, MH, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Associate

    Morgan Stanley

    Jan 2026 — Present · Mumbai, IN

    Supported Wealth Management risk governance by monitoring operational risk and regulatory compliance. • Prepared and maintained Investment Policy Statements (IPS) while overseeing client account lifecycle management. • Conducted due diligence on financial advisors, ensuring adherence to regulatory requirements. • Collaborated with cross-functional teams, enhancing operational efficiency and compliance across advisory programs.

Education

  • Maharaja Sayajirao University of Baroda, Vadodara

    Bachelor of Commerce - BCom, Accounting and Finance, Costing, Direct Taxation and Indirect Taxation, Corporate laws

  • Institute of Cost Accountants of India

    Cost and Management Accountant, Accounting and Finance

  • Vidyamandir Vidyalaya

    HSC : Commerce, Accounnts, Business Management, Economics and Statistics

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Aadil Ansari — Associate at Morgan Stanley in Mumbai, MH, IN | Unifers