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 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 EMEA Transaction Management Group during London hours in relation to the Structured Products and ETP (Exchange Traded Products) businesses.

This role sits at the intersection of governance, controls, reporting, and business enablement, owning critical verification processes, producing senior management insights, driving automation, and partnering with Sales, Trading, Legal, Risk, Finance, COO and Operations. 

Responsibilities for this role would involve:

Trade Oversight

• Oversee and coordinate the end-to-end settlement, listing, and reporting processes for structured products, including notes, certificates, and warrants, and ETP ensuring timely and accurate trade capture and settlement.
• Collaborate with internal teams (sales, trading, operations) and external stakeholders to ensure all trades are matched, settled, and reported in accordance with established procedures and regulatory requirements.

Reporting, Analytics & Documentation

• Prepare and deliver regular and ad hoc reports, metrics, and analytics to support business decision-making and regulatory obligations.
• Assist with the review and maintenance of documentation related to structured products and exchange-traded products (ETPs), including support for corporate actions and similar events.
• Maintain electronic trade documents and deal folders to support audit and compliance requirements.

Quality Assurance & Controls

• Conduct periodic reviews and quality assurance checks to ensure accuracy and compliance across business processes.
• Support the drafting, maintenance, and continuous improvement of internal procedures and knowledge resources.

Stakeholder Engagement & Issue Resolution

• Liaise with internal and external stakeholders to facilitate effective business operations and provide support in resolving trade breaks, reconciliation issues, document discrepancies, invoice processing, and other ad hoc requests.
• Communicate updates and outcomes to relevant parties, ensuring alignment and transparency across teams.

Process Improvement & Automation

• Lead and participate in initiatives to automate processes and optimize workflows, leveraging technology tools such as Excel, VBA, and Python to enhance operational efficiency and reduce manual intervention
• Identify opportunities for process optimization and contribute to the implementation of efficiency initiatives.
• Remain responsive to changes in business processes, technology, and regulatory requirements, demonstrating flexibility and a commitment to ongoing professional development.

Skills required (essential)

• Experience in Derivatives/ Structured Products and/or Exchange Traded Products (not ETF business though)
• In-depth understanding of equity or other asset-linked structured notes, warrants, certificates, ETP (Exchange Traded Products), trade lifecycles, and product mechanics will be preferred.
• Candidates must have worked in a fast-paced environment and be able to work to tight deadlines.
• Advance knowledge of Excel and PowerPoint skills is compulsory. VBA and Python preferred
• Excellent communication skills both verbal and written, with the ability to manage internal and external relationships effectively
• Proficiency in English is a must, both verbal and written. 
• High degree of attention to detail.
• Organized, pro-active, ability to multi-task and work efficiently, detail-oriented, and self-sufficient.
• MBA / CA  with 5 - 6 years of experience.

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.