EMEA Transaction Management Group, Manager/Senior Manager

Morgan Stanley; Mumbai; Vor Ort; INR 2.400.000 - 4.000.000; Vollzeit

Zusammenfassung

Morgan Stanley in Mumbai is seeking an experienced professional to support the EMEA Transaction Management Group (TMG). The role focuses on the end-to-end lifecycle of structured products, including issuance, documentation, settlement, and risk monitoring, with emphasis on efficiency and accuracy.

The ideal candidate will have 6+ years in structured products or derivatives, strong Excel skills, and a proactive, detail-oriented approach to coordinating with Sales, Trading, COO, and Operations.

Qualifikationen

• MBA/CA with 6+ years of experience.
• Experience in structured products or derivatives is preferred.
• Strong communication and ability to work under tight deadlines.

Aufgaben

• Oversee trade life cycle of structured notes from issuance to settlement and risk monitoring.
• Perform deal reviews to ensure parameters match trade documentation and approvals.
• Monitor and resolve trade breaks, reconciliation issues and discrepancies in booking systems.
• Coordinate with internal teams to ensure accurate trade capture and timely settlement.
• Handle document requests and documentation reconciliation; liaise with Sales, Trading, COO and Operations.
• Continuously assess controls and processes to improve efficiency and reduce risk.
• Drive automation initiatives to streamline trade support workflows.

Kenntnisse

Structured products

Trade lifecycle

Automation

Communication

Ausbildung

MBA or CA

Tools

Excel

Automation tools

Jobbeschreibung

Job Summary

The role is based out of Mumbai and requires working with the EMEA Transaction Management Group. TMG team is responsible for the Structured products issuance program creation updates, documentation of new issuances, coordinating trade settlements, listing clearing with external parties, Management information metrics reporting. The role will require a fast-learning, dynamic, proactive and self-motivated person to assist the team in day-to-day activities.

Responsibilities

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

• Responsible for overseeing the entire trade life cycle of structured notes, from issuance and documentation to settlement and risk monitoring
• To perform deal reviews to ensure that all parameters are in line with trade documentation on internal systems and dealing with trade approvals using various systems and applications.
• Monitor and resolve trade breaks, reconciliation issues, and discrepancies in a timely manner on the booking systems.
• Managing and monitoring the entire trade workflow and coordinating with internal teams to ensure both accurate trade capture and timely settlement
• Dealing with document requests and documentation reconciliation.
• Working closely with Sales, Trading, the COO team and Operations on matters relating to trade settlements.
• Continuously assess and enhance controls, processes, and procedures to improve efficiency and reduce risk.
• Drive process automation initiatives and leverage technology to streamline trade support workflows, with a focus on enhancing operational efficiency and reducing manual intervention.

Requirements

• MBA / CA with 6+ years of experience.
• Candidates should have experience in structured products, but candidates with considerable experience in derivatives, repackagings or securitisations may be considered.
• 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.