Verified Job
Event Management
Client Coverage, Associate, Institutional Equity Division
Event Management
#7338
Remote / WFH
Morgan Stanley
Job Description
Department Profile
For more than 30 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 clients attest that Morgan Stanley Prime Brokerage does not just promise excellence in service and solutions—we deliver.
Background on the Team
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 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.
Primary Responsibilities
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.
Communicate with client as secondary or back up account manager capacity to respond and resolve issues pertaining to trade clearing and settlement, cash management, asset transfers and corporate events.
Communicate issues and ensure problems are resolved completely in a timely and accurate manner.
Perform root cause analysis for their clients to increase STP and reduce client issues.
Analysis of data around client balance trends and client market share.
Ensuring client stays current by introducing latest prime brokerage technology and reporting suite to the client
Performing activities and checks around regulatory or management checks in the area of short sales violations, analysis of cancel/ corrections of trades, aged settlements, holdings in restricted currency
Provide services to the Hedge Fund clients in the areas of due diligence inquiries from potential investors, maintaining/checking client fee schedules and their accurate billing, account opening and closing for organic changes to Funds.
Liaison between Fund Administrators and various teams in Morgan Stanley such as swaps desk, listed derivatives, interest and finance, stock loan team to resolve inquiries.
Solving problems by effectively influencing and utilizing resource across various teams in MS
Skills required (essential)
6 Months to 2 years of relevant experience in an Investment Bank or Custodian Bank with focus on capital markets and proficiency in financial products
Chartered Accountant or M.B.A. from reputed Institutes
Understanding capital markets and how products trade, settle and are accounted for
Understanding of prime brokerage business
Demonstration of excellent communication and relation building skills
Exceptional organizational skills and a high degree of attention to detail
Ability to identify and escalate issues effectively and appropriately
Familiarity with basic accounting principles
Generalist skill set with the ability to deal with all levels of client organization and our firm's support structure
Ability to handle pressure, prioritize and multi-tasking during the course of a business day
Proven ability to take ideas forward and to challenge current processes with integrity and maturity
Strong project management skills
Proficiency in MS Office and related applications (Word, Excel, PowerPoint, Project)
For more than 30 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 clients attest that Morgan Stanley Prime Brokerage does not just promise excellence in service and solutions—we deliver.
Background on the Team
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 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.
Primary Responsibilities
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.
Communicate with client as secondary or back up account manager capacity to respond and resolve issues pertaining to trade clearing and settlement, cash management, asset transfers and corporate events.
Communicate issues and ensure problems are resolved completely in a timely and accurate manner.
Perform root cause analysis for their clients to increase STP and reduce client issues.
Analysis of data around client balance trends and client market share.
Ensuring client stays current by introducing latest prime brokerage technology and reporting suite to the client
Performing activities and checks around regulatory or management checks in the area of short sales violations, analysis of cancel/ corrections of trades, aged settlements, holdings in restricted currency
Provide services to the Hedge Fund clients in the areas of due diligence inquiries from potential investors, maintaining/checking client fee schedules and their accurate billing, account opening and closing for organic changes to Funds.
Liaison between Fund Administrators and various teams in Morgan Stanley such as swaps desk, listed derivatives, interest and finance, stock loan team to resolve inquiries.
Solving problems by effectively influencing and utilizing resource across various teams in MS
Skills required (essential)
6 Months to 2 years of relevant experience in an Investment Bank or Custodian Bank with focus on capital markets and proficiency in financial products
Chartered Accountant or M.B.A. from reputed Institutes
Understanding capital markets and how products trade, settle and are accounted for
Understanding of prime brokerage business
Demonstration of excellent communication and relation building skills
Exceptional organizational skills and a high degree of attention to detail
Ability to identify and escalate issues effectively and appropriately
Familiarity with basic accounting principles
Generalist skill set with the ability to deal with all levels of client organization and our firm's support structure
Ability to handle pressure, prioritize and multi-tasking during the course of a business day
Proven ability to take ideas forward and to challenge current processes with integrity and maturity
Strong project management skills
Proficiency in MS Office and related applications (Word, Excel, PowerPoint, Project)
