Associate - Structured Investments Platforms Lead -Investment Solutions (Wealth Management )

Company Profile

Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.

At Morgan Stanley India, we support the Firm's global businesses, with critical presence across Institutional Securities, Wealth Management and Investment management, as well as in the Firm's infrastructure functions of Technology, Operations, Finance, Risk Management, Legal and Corporate & Enterprise Services. Morgan Stanley has been rooted in India since 1993, with campuses in both Mumbai and Bengaluru. We empower our multi-faceted and talented teams to advance their careers and make a global impact on the business. For those who show passion and grit in their work, there's ample opportunity to move across the businesses.

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximise 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.

Division Profile

Morgan Stanley Wealth Management (“WM”) is unique in being the only wealth management firm to have its own independent capital markets platform. We provide fully integrated sales, trading and content. Our scope extends across multiple asset classes, providing differentiated, commercial content and first-class service.

Role Description

Work as a member of the Structured Investments & Solutions team within WM's Investment Solutions group. The team originates and distributes structured investments and other derivative strategies to WM Financial Advisors with the goal of providing end clients with risk-managed, capital markets investment and hedging solutions.

Primary Responsibilities

• Support structured investments new issue deal flow and transaction lifecycle events through internal desk processes
• Assist with daily business activities including product set-up and maintenance and reference source management
• Perform detailed review and remediation of key product data in various workflows
• Manage internal financial reporting for management
• Liaise with team management on data analysis, platform efficiencies, and website maintenance and enhancement planning Qualifications
• Bachelor's degree in related field (e.g., finance, accounting, math, economics)
• Strong analytical skills
• Dynamic and effective communication skills
• Excellent organizational skills, including the ability to work independently, prioritize work, manage time and meet deadlines
• Willingness and ability to collaborate on projects over varying time horizons
• Interest in capital markets, particularly in transactional products and familiarity with derivatives is a benefit
  
  

Qualifications

• 3-5 years of professional work experience in the financial services industry, Wealth Management, or consulting
• Bachelor’s degree in related field (e.g., finance, accounting, math, economics)
• Strong analytical skills
• Dynamic and effective communication skills
• Excellent organizational skills, including the ability to work independently, prioritize work, manage time and meet deadlines
• Willingness and ability to collaborate on projects over varying time horizons
• Interest in capital markets, particularly in transactional products and familiarity with derivatives is a benefit
  
  

What You Can Expect From Morgan Stanley

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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.

We're committed to bringing passion and customer focus to the business.

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.