We're seeking someone to join our team as a Prime Brokerage Operations Associate to provide direct client coverage and support key post-execution processes, including equity swap allocation and equity and fixed income cash trade management, while driving client service excellence and operational efficiency.
In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships, driving strategic automation solutions by embracing a transformation mindset and challenging the status quo. This is a Prime Brokerage Operations Associate position at Associate level within Product Support & Services, which is responsible for providing transaction support and managing post execution processes.
Since 1935, Morgan Stanley is known as a global leader in financial services, continuously evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
What you'll do in the role:
- Manage daily client-related functions including trade allocations, amendments, client queries and reporting within specified timelines.
- Oversee swap trade allocations, investigate breaks and ensure timely resolution of exceptions.
- Perform cash trade matching and settlement activities while maintaining a strong focus on risk and control.
- Build and maintain relationships with clients through proactive engagement and high-quality service delivery.
- Partner with global stakeholders and operational groups to address client needs and resolve issues effectively.
- Identify opportunities to improve process efficiency through root cause analysis and operational enhancements.
- Participate in straight through processing initiatives and system enhancement projects.
- Adhere to established controls, identify operational risks and escalate issues to management in a timely manner.
What you'll bring to the role:
- Experience in financial services operations.
- Experience in client servicing and stakeholder management.
- Ability to communicate effectively through strong verbal and written communication skills.
- Ability to manage multiple priorities, meet deadlines and perform effectively in a fast-paced environment.
- Understanding of risk management, controls and escalation processes.
- High level of accuracy, attention to detail and numeracy skills.
- Experience in using analytical and investigative skills to identify and resolve issues.
- Ability to build effective working relationships with local and global colleagues.
- Proficiency in Microsoft Excel; VBA or macro experience preferred.
- At least 2 years' relevant experience would generally be expected to find the skills required for this role.
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 opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo .
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 opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo .
