Institutional Equity Division, Manager, EMEA Transaction Management Group Trade Management

131 Morgan Stanley Advantage Svcs; India; On-site; INR 2,500,000 - 4,500,000; Full time

Job summary

Morgan Stanley in Mumbai is seeking a proactive professional to oversee the trade lifecycle for structured notes, from issuance to settlement and risk monitoring. The role supports a fast-paced team within Global Capital Markets, focusing on efficient trade handling and documentation compliance.

The candidate will review deals, monitor breaks, and collaborate with Sales, Trading and COO to ensure timely settlements. Strong Excel and English skills are essential, with 6+ years in related fields.

Qualifications

• MBA or CA with 6+ years of experience in capital markets or related fields.
• Experience in structured products, derivatives, repackagings or securitisations is valued.
• Strong understanding of trade lifecycles, asset-linked notes and product mechanics.
• Ability to work in a fast-paced environment and meet tight deadlines.

Responsibilities

• Oversee the entire trade life cycle of structured notes from issuance to settlement and risk monitoring.
• Perform deal reviews to ensure parameters align with trade documentation and approvals.
• Monitor and resolve trade breaks, reconciliation issues and discrepancies timely.
• Manage and coordinate the end-to-end trade workflow with internal teams.
• Handle document requests and reconciliation; support trade settlements with Sales/Trading.
• Identify automation opportunities and drive process improvements to reduce manual work.

Skills

Structured products

Derivatives

Trade lifecycle

Excel

Automation

Education

MBA

CA

Tools

Excel

Job description

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.

Global Capital Markets: In the Global Capital Markets division, we offer Global expertise in market analysis and in advisory and capital-raising services for corporations, institutions, and governments. The Global Markets Group (GMG) is Morgan Stanley's offshore arm for Sales & Trading in India. GMG supports the IED platform by partnering with onshore teams across Sales, Trading, Structuring, Quantitative/Strats, Analytics, Operations and Risk Management. The group provides scalable coverage, process excellence and technical expertise, enabling global desks to focus on client-facing priorities while maintaining strong controls, governance and risk discipline. 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:

• 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.

What you'll bring to the role:

• 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.

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. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values.

Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society.