Associate - Prime Brokerage (Institutional Equity Division)

Department Profile
For more than 25 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 ultimate goal is to help our clients succeed. We provide access to the full breadth of the Morgan Stanley franchise, connecting clients to a wide range of expertise, from innovative investment ideas to new sources of capital. In addition, our worldwide presence allows us to devote global resources to fully address client goals and objectives.

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 Prime Brokerage Client Service Mumbai team is a comprehensive partner to the global PB organization offering centralization across the vast spectrum of client service functions for our hedge fund clients. Our specialized analysts are the complete owner of the proprietary accounting and reporting platform "Morgan Stanley Portfolio Accounting" (MSPA). The team also works integrally with other prime brokerage teams like sales, finance, non-market risk, asset owner, capital introductions and technology. Commitment from senior PB management in NY, London and HK to leverage expertise and knowledge of the Mumbai team to the maximum has resulted in the team being core members of global working groups and project teams.

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
• Analysis of financial products like equities, bonds, options, futures, Repo, CDS, MBS, swaps, OTC derivatives and monitoring their cash flows and performance for hedge fund clients on MS reporting platforms
• Researching of various corporate action deals affecting client portfolios and ensuring that they are accounted as per the terms of the events
• Handling inquiries from clients and Fund Administrators
• Liaising with various teams in Morgan Stanley such as swaps, listed derivatives, interest, finance and stock loan
• Performing activities around regulatory, compliance and internal risk controls
• Perform root cause analysis to increase use of STP and enhance operational efficiencies
• Analyze client balances, revenue trends and market share
• Assisting in client due diligence, request for new proposals and client fee schedules
• Working closely with primary account manager to understand requirements and providing solutions on client reporting, P&L variances, transfers of assets, margin etc.

Skills required (essential)
• Chartered Accountant or M.B.A. from reputed Institutes
• Excellent analytical skills to work on capital market products
• Ability to anticipate and provide solutions to complex business and operational problems
• Fluency in English and excellent articulation skills to present own views while dealing with various Morgan Stanley groups in India and overseas
• Ability to work well in teams and manage relationships with global colleagues
• Ability to work under pressure and meet deadlines, managing expectations along the way
• Aptitude to work on multiple proprietary systems/ applications
• Ability to work efficiently on MS Excel spreadsheets and MS PowerPoint

Skills desired
• Previous experience in capital markets
• Certification in NCFM modules or similar
• Enthusiasm to volunteer for planning, organizing and participating in events held by the department and firm

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:

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.

Coverage for Audit Jobs
• Monday to Friday from 12:00PM to 9:00PM India time with flexibility on standard working hours for time sensitive matters.
• Periodic evening calls with US and EMEA Internal Auditors and auditees.