Morgan Stanley

Senior Associate _Derivatives COO Support and Retail Structured Product Governance

Posted On

March 27, 2025

Location

Mumbai, Maharashtra

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

May 14, 2025

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

From global institutions to hedge funds, investors come to Morgan Stanley for sales, trading, and market-making services in almost every type of financial instrument in all the world’s financial markets. Morgan Stanley professionals use our network and technology to provide liquidity and sophisticated analysis, to manage risk and execute reliably in the fast-changing markets.

Morgan Stanley’s Institutional Equity Division (IED) is a world leader in the origination, distribution and trading of equity, equity-linked and equity-derivative securities. Our broad and deep client relationships, market-leading platform and intellectual insights enable us to be a world-class service provider to our clients for their financing, market access and portfolio management needs.

Global Markets Group is the offshoring arm of Morgan Stanley’s Sales & Trading businesses in India. It covers functions across IED and Fixed Income Division (FID) ranging from those associated with sales, trading, analytics, strats to risk management.

Primary Responsibilities

The role is based out of Mumbai and requires working with the Governance and the COO team. The role will require generating reports, aggregating, and updating/ maintaining various data sets from multiple sources for the business. The job will involve producing management material to analyze trends and activity. Interaction will also be expected with Sales, TMG, Finance, Operations, Legal, Non-Market Risk, and COO teams.

The role involves working on –

Business Performance Reporting and Analytics

Gathering data for, and preparing, charts, metrics, and presentations to illustrate the performance of the Structured Products business
Identifying and communicating trends and exceptions in the data.

 Onboarding tracking

Preparing daily, Weekly and Monthly reports on the OTC HNW client onboardings
Responsible for maintaining the onboarding documents and approval emails on the SharePoint site
Maintaining the wiki site by regularly updating the client onboarding pipeline and the executed transactions
Working on enhancements and automations of the onboarding tracking process

Governance meetings

Preparing Governance meeting presentation by consolidating data from various sources/ teams
Responsible for meeting minutes and tracking approvals for new index launches for the SPRC meetings

License Agreements

Maintaining all license agreements in a central repository detailing scope, costs, expiration etc.
Run the required quarterly reporting on new activity and validate internally with relevant group ahead of external submission

Manage creation of periodic materials

- Create various quarterly and monthly reporting packs, including consulting with multiple data sources and teams

Skills required (essential)

We are looking for a pro-active person who has a high attention to detail, is a quick learner and has a natural curiosity to understand about financial markets and products.

Graduate (BCOM/BMS)/MBA in Finance. Chartered Accountant or CFA would be a plus
2 to 4 years of experience
Structured Products experience and quantitative background is a plus. Prior experience in risk management is also a plus.
Excellent verbal and written communication skills, in order to be able to understand requirements, request data from, and present information to overseas colleagues from many different departments.
Fast-learning, proactive and self-motivated person, with exceptional attention to detail.
Ability to respond to requests in a timely manner.
Proficiency in MS Excel. Ability to analyse data and create charts or tables to clearly demonstrate trends and exceptions.
Proficiency in MS PowerPoint. Ability to translate verbal or written talking points and highlights into material suitable for presentation to senior management.

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 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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.

We're committed to bringing passion and customer focus to the business.

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.

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