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.
Shift Timings: 12 pm to 09 pm
Primary Responsibilities
The candidate will be based out of Mumbai and will be primarily working with the Asia Structured Notes Sales and Trading desk (China, Hong Kong, Singapore, Japan & Korea). The role suits a self-motivated, highly energetic individual who has a strong background in Financial Market, Analytics. The role offers great opportunity to the candidates to build on their knowledge of and exposure to Equity Derivative products, risks as well as valuation.
The role also offers a unique opportunity of exposure into financial analysis across varied industries/sector combined with working on trading related activities for the desk.
Responsibilities for this role would involve:
• Provide day‑to‑day support Structured Notes Sales across Asia region in pre‑trade, execution, and post‑trade activities, including preparing trade documentation drafts
• Coordinate drafting and review of term sheets, confirmations, and supporting documentation in partnership with Legal and Structuring
• Track deal status, documentation progress, and outstanding action items
• Assist with pricing requests, indicative levels, and trade bookings in coordination with Trading and Structuring teams
• Support execution workflows including trade recaps, amendments, unwinds, novations, and lifecycle events
• Ensure accurate capture of economic terms and timely resolution of trade discrepancies
• Trade Life Cycle Queries and Management along with Sales Booking Reconciliation
• Ensure adherence to internal controls, regulatory requirements, and desk procedures
• Support sales in responding to audit, compliance, and risk-related queries
• Liaise closely with Middle Office and Operations to ensure smooth settlement and lifecycle management
• Escalate economically significant issues to Sales in a timely manner
• Partner with Technology and Projects teams on process improvements and automation initiatives
• Oversee primary deal workflows and Operational holdings
• Address and resolve ad‑hoc compliance‑related queries.
Skills required (essential)
• Engineering Graduates with MBAs and/or CA (preferred but not must)
• 2-4 years’ work experience in Banking/Financial Services in Trading Support. Sales and Trading assistant preferred.
• Strong understanding of Structured Products (Notes/Certificates/Warrants) Trade Life Cycle is a must.
• Coursework/Strong understanding in Finance Market, (Structured Notes Knowledge Preferred)
• Excellent communication skills – written and verbal. There will be regular communication with the sales and trading desk and the person needs to be able to understand the requirements and express their thoughts clearly.
• High level of attention to detail with strong documentation and risk control mindset
• Proactive, solution‑oriented, and problem -solving skills
• Ability to manage high trade volumes and be able to work under pressure
• Ability to manage multiple priorities in a fast‑paced trading environment
• Strong stakeholder management and teamwork across global time zones
• High standards of professionalism, integrity, and accountability
• Proficiency in Advanced Excel, PowerPoint and Word
In addition, the candidate should have theoretical or practical understanding of -
• Options and their behavior over time
• Basic options trading strategies
• General behavior of Equity Derivatives markets – Flow and Structured Products
Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential.
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 opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
