US Transaction Management Group (TMG) 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 .

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.

Primary Responsibilities

Responsibilities for this role would involve providing transactional support to US TMG team in relation to structured products (e.g., notes, certificates, or warrants) issued by a Morgan Stanley entity in relation to the following:

• Trade Support: Manage trade approvals using various systems and applications, ensuring all parameters align with trade documentation on internal systems. Take ownership of notifications, uploading, and updating information on online portals, while performing thorough deal reviews to maintain accuracy and compliance throughout the process.
• Stakeholder Collaboration: Partner with Sales, Trading, COO, and Operations teams to drive timely and accurate trade execution.
• Documentation & Compliance: Manage Final Terms, Pricing Supplements, and ensure all trade parameters align with documentation and regulatory requirements.
• Reporting & Analytics: Prepare and analyze data for management information, payments, and metrics reporting.
• Risk & Controls: Maintain robust controls, perform trade reviews, and proactively address post-trade issues.
• Continuous Improvement: Champion process enhancements and contribute to a culture of operational excellence.
• Process Innovation: Identify and implement automation opportunities using advanced tools (Excel, VBA, Python, workflow platforms) to optimize efficiency and reduce manual intervention.

Skills required (essential)

• MBA / CA with 3 - 6 years of experience.
• Candidates should have experience in derivative products.
• In-depth understanding of equity or other asset-linked structured notes, warrants, certificates, trade lifecycles, and product mechanics will be preferred.
• Candidates must have worked in a fast-paced environment and be able to work to tight deadlines.
• Strong communication skills with the ability to manage internal relationships effectively
• Demonstrated experience in identifying automation opportunities and implementing process improvements to optimize efficiency within trade support or transaction management functions.
• Familiarity with automation tools, workflow optimization, or related technologies is a strong advantage.
• Candidates must be organized, proactive and able to multi-task.
• Advance knowledge of Excel preferred.
• Proficiency in English is a must, both verbal and written.

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 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.

Client-provided location(s): Mumbai, India

Job ID: Morgan-JR025967

Employment Type: FULL_TIME

Posted: 2026-01-13T18:36:56