Client Services, Senior Associate, Prime Brokerage

We’re seeking someone to join our team as a Senior Associate who First point of contact for client issues as a primary account manager - oversee the client’s accounts and be involved in all client issues including, but not limited to: financing, margin, trade clearing and settlement, cash management and corporate events.

For more than 25 years, Morgan Stanley has led the industry and set the standard for excellence in prime brokerage. Our large market share not only testifies to the value we provide, it also gives us the industry insight and experience to serve our clients better. Moreover, we are consistently rated Number One across a broad range of services. Our proprietary technology and shared platforms increase efficiency at every stage of the trading cycle. Client service representatives focus on adding value and Morgan Stanley’s flexible, customizable portfolio analytics accommodate clients’ unique requirements.

Our ultimate goal is to help our clients succeed. We provide access to the full breadth of the Morgan Stanley franchise, connecting clients to a wide range of expertise, from innovative investment ideas to new sources of capital. In addition, our worldwide presence allows us to devote global resources to fully address client goals and objectives.

Our clients attest that Morgan Stanley Prime Brokerage does not just promise excellence in service and solutions—we deliver.

Morgan Stanley Prime Brokerage is dedicated to client service and cultivates an environment of process control, accuracy and efficiency. The Client Services team has professionals located in offices throughout the world – New York, San Francisco, London, Mumbai, Hong Kong, Singapore and Sydney.

The Prime Brokerage Client Service Mumbai team is a comprehensive partner to the global PB organization offering centralization across the vast spectrum of client service functions for our hedge fund clients. Our specialized analysts are the complete owner of the proprietary accounting and reporting platform “Morgan Stanley Portfolio Accounting” (MSPA). The team also works integrally with other prime brokerage teams like sales, finance, non-market risk, asset owner, capital introductions and technology. Commitment from senior PB management in NY, London and HK to leverage expertise and knowledge of the Mumbai team to the maximum has resulted in the team being core members of global working groups and project teams.

The Mumbai team includes chartered accountants, MBA and other professionals with ambitious learning goals, strong analytical skills and eagerness to accept challenging assignments. Our teams are structured according to client needs and include both senior and junior members. We have made consistent and significant investments in our technology platform. The result of our efforts—a highly automated exception-based processing system and state-of-the-art tools and applications—allow our client service team to better focus on analysis of client needs and quick response to client inquiries.

Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

What you’ll do in the role:

• Analysis of financial products like equities, bonds, options, futures, Repo, CDS, MBS, swaps, OTC derivatives and monitoring their cash flows and performance for hedge fund clients on MS reporting platforms

• Researching of various corporate action deals affecting client portfolios and ensuring that they are accounted as per the terms of the events

• Handling inquiries from clients and Fund Administrators

• Liaising with various teams in Morgan Stanley such as swaps, listed derivatives, interest, finance and stock loan

• Performing activities around regulatory, compliance and internal risk controls

• Perform root cause analysis to increase use of STP and enhance operational efficiencies

• Analyze client balances, revenue trends and market share

• Assisting in client due diligence, request for new proposals and client fee schedules

• Working closely with primary account manager to understand requirements and providing solutions on client reporting, P&L variances, transfers of assets, margin etc.

What you’ll bring to the role:

• Chartered Accountant or M.B.A. from reputed Institutes with 2 to 5 Years Experience in an Investment Bank or Custodian Bank with focus on capital markets and proficiency in financial products

• Excellent analytical skills to work on capital market products

• Ability to anticipate and provide solutions to complex business and operational problems

• Fluency in English and excellent articulation skills to present own views while dealing with various Morgan Stanley groups in India and overseas

• Ability to work well in teams and manage relationships with global colleagues

• Ability to work under pressure and meet deadlines, managing expectations along the way

• Aptitude to work on multiple proprietary systems/ applications

• Ability to work efficiently on MS Excel spreadsheets and MS PowerPoint

Desired Skills:

• Previous experience in capital markets

• Certification in NCFM modules or similar

• Enthusiasm to volunteer for planning, organizing and participating in events held by the department and firm

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 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.