Transaction Management Group EMEA Support: Trade Support

Company Profile

Mor g an Sta n ley is a lea d ing global fi n anc i al s e rv ic es firm prov i ding a wide ran g e of invest m ent ba n king, s e c u rit i es, inv e st m ent m anage m ent and w e alth m anage m ent serv i c e s . T h e Fir m 's e m ploye e s s e rve clien t s w o rldwi d e inc l u d ing corp o ratio n s , govern m en t s, and ind i vid u a l s from m ore than 1,2 0 0 offic e s in 43 co u ntries.

As a m arket lead e r, the talent and p a ss i on of our p eo ple is c r itical to our s u cc es s. Togeth e r, we share a co mm on set of val u es r o ot e d in i ntegri t y, excel l e n ce, and str o ng team ethic. Mor g an Sta n ley c a n p r o v i de a sup e ri o r fo u ndation for building a pr ofessio n al c a re e r - a pl ac e for p e ople to lea r n, to a c hi e v e and g row. A p hil o sop h y that ba l ances pers on a l lifestyl e s, persp e c tives a nd nee d s is an im portant part of our cult u r e .

• Manage the end-to-end settlement, listing, and reporting processes for structured products (e.g., notes, certificates, warrants), ensuring timely and accurate trade capture and settlement.
• Coordinate with internal teams (sales, trading, operations) and external stakeholders to ensure all trades are matched, settled, and reported correctly.
• Prepare and deliver regular and ad hoc reporting, metrics, and analytics to support business decision-making and regulatory requirements.
• Drive process automation and workflow optimization initiatives, leveraging technology (e.g., Excel, VBA, Python) to enhance operational efficiency and reduce manual intervention.
• Prepare trade metrics and analytics for internal stakeholders.
• File electronic trade documents and maintain deal folders for audit and compliance purposes.
• Assist with the review of documentation relating to structured products and exchange-traded products (ETPs).
• Support documentation for corporate actions or similar types of events.
• Liaise with internal and external stakeholders and provide support to resolve trade breaks, reconciliation issues, document discrepancies, invoice processing, and other ad hoc requests.

• MBA / CA with 5-6 years of relevant experience.
• In-depth understanding of equity or other asset-linked structured notes, warrants, certificates, trade lifecycles, and product mechanics will be preferred.
• Experience in Derivatives/ Structured Products and/or Exchange Traded Products (not ETF business though).
• Demonstrated experience in reporting, and metrics within a financial services environment. Experience in settlement and listing will be preferred.
• Advanced proficiency in Excel is a must; experience with VBA and Python is highly desirable.
• Strong analytical, organizational, and problem-solving skills, with a high degree of attention to detail.
• Ability to thrive in a fast-paced environment, manage multiple priorities, and deliver to tight deadlines.
• Excellent communication skills, with the ability to manage relationships and collaborate effectively with both internal and external stakeholders.
• Proactive, self-motivated, and adaptable to evolving business needs.
• Proficiency in English is a must, both verbal and written.