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 AsiaTransaction Management Group.

TMG team is responsible for the Structured products issuance program creation & updates, documentation of new issuances, coordinating trade settlements, listing & clearing with external parties, Management information & metrics reporting.

We are looking for a detail-oriented and proactive professional to join our team as a Derivatives Specialist. This role involves managing structured products, coordinating across trade cycles, and ensuring compliance with regulatory and operational standards.

• Draft and process Pricing Supplements and Term Sheets for structured products

• Prepare documentation for corporate actions and similar events

• Coordinate with cross-functional teams throughout the trade lifecycle to ensure smooth processing

• Perform enrichment and allocation of trades for Structured Notes, Warrants, Certificates, and Swaps

• Generate and maintain reports related to trading activities

• Manage expense processes, including invoice handling and approvals

• Process Index License agreements and liaise with vendors for compliance

• Identify and implement automation opportunities using advanced tools (Excel, VBA, Python, workflow platforms) to optimize efficiency and reduce manual intervention.

Skills required (essential)

• MBA / CA with 4+ years of exposure to the derivatives market.

• Lawyers with drafting experience in the Structured notes will be considered.

• In-depth understanding of equity or other asset-linked structured notes, warrants, certificates, trade lifecycles, and product mechanics will be preferred.

• Candidates should have excellent attention to detail.

• Candidates must have worked in a fast-paced environment and be able to work to tight deadlines.

• Candidates must have excellent communication skills, both verbal and written.

• Proficiency in English is a must.

• Candidates must be organised, pro-active and be able to multi-task.

• Proficiency in Excel will be preferred.

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.