Dir, Team Specialist, P3, Product Support & Services ISG : Job Level - Director
The role is within the Equity OTC Confirmation area, which is part of the broader Equity Derivatives group under the Derivations Operations umbrella Generate ISDA compliant confirmations on OTC Equity trade executions Research and resolve documentation discrepancies through proactive communication with internal partners (legal, sales, trading) and external counterparties. Ensure accuracy and completeness of internal confirmation records versus electronic platforms Implement and maintain stringent process controls to mitigate firm and client risk. Understanding the end-to-end flow of the process and get into contact with sales and trading, MO and settlement teams on a regular basis to resolve breaks raised by clients Collaborate with team members of all levels to complete daily tasks, share market and Develop relationships with internal clients (i.e., Traders, Trade Support, Legal, Onshore Drafting Teams) to understand the priorities of stakeholders to ensure that business needs are met, protect client confidentiality and address ad-hoc requests in a timely fashion. Minimum of 8+years Banking Operations or equivalent relevant industry experience with exposure to financial products. Minimum of 6+ years of previous experience in confirmation drafting roles with exposure to trade life cycles, process flows and reconciliation with proven track record in managing and developing control functions. Knowledge of derivative products, settlement processes and Drafting systems (thunderhead) is preferable although training will be provided on the job. Minimum Bachelor or Master's degree. Strong working knowledge of ISDA definitions is essential Proven track record and understanding of operational risk Experience in negotiating with clients to resolve language discrepancies Strong ability to maintain risk and control while balancing client service Time management and an ability to multitask across line and project work 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. 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. 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.
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Perks and Benefits
Health and Wellness
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Short-Term Disability
- Long-Term Disability
- Fitness Subsidies
- On-Site Gym
- Pet Insurance
- Mental Health Benefits
- FSA
- Virtual Fitness Classes
- HSA
Parental Benefits
- Fertility Benefits
- Adoption Assistance Program
- Family Support Resources
- Return-to-Work Program
- Birth Parent or Maternity Leave
- Non-Birth Parent or Paternity Leave
- Adoption Leave
Work Flexibility
- Hybrid Work Opportunities
Office Life and Perks
- Commuter Benefits Program
- Company Outings
- On-Site Cafeteria
- Holiday Events
Vacation and Time Off
- Paid Vacation
- Paid Holidays
- Leave of Absence
- Volunteer Time Off
- Personal/Sick Days
Financial and Retirement
- 401(K) With Company Matching
- Stock Purchase Program
- Performance Bonus
- Relocation Assistance
- Financial Counseling
Professional Development
- Tuition Reimbursement
- Promote From Within
- Mentor Program
- Access to Online Courses
- Lunch and Learns
- Work Visa Sponsorship
- Leadership Training Program
- Associate or Rotational Training Program
- Internship Program
Diversity and Inclusion
- Diversity, Equity, and Inclusion Program
- Employee Resource Groups (ERG)