PB Derivatives Clearing – Financing & Analytics, Senior Associate , Institutional Equity Division

Morgan Stanley; Mumbai; On-site; INR 1,000,000 - 1,700,000; Full time

Job summary

Morgan Stanley in Mumbai seeks a data-driven analyst to join the Global Capital Markets - Client Clearing Financing & Analytics team. You will provide analytical and operational support across financing management, profitability analysis, liquidity analytics, and reporting.

You’ll develop expertise in derivatives clearing economics, automate processes, and deliver insights to senior stakeholders. The role offers exposure to cross-functional teams and growth within a highly analytical function.

Qualifications

• Bachelor's degree in a quantitative discipline.
• 2–5 years of experience in financial services or analytics.
• Knowledge of listed derivatives or clearing services preferred.
• Experience with data visualization or workflow automation tools preferred.
• Strong analytical and communication skills.
• Ability to translate data insights into business recommendations.

Responsibilities

• Produce and maintain recurring reporting on client clearing financing, profitability, and liquidity.
• Analyze financing strategy, client balances, returns, and pricing inputs.
• Investigate drivers of financing revenue and variances across clients and regions.
• Assist with capital and balance sheet optimization and regulatory metrics reporting.
• Support CCP concentration margin management and client remediation tracking.
• Create liquidity and funding analytics to quantify resource use and opportunities.
• Respond to ad-hoc requests with data-driven insights for stakeholders.
• Collaborate with Technology and Strats to automate reporting and improve data quality.

Skills

Analytical thinking

Attention to detail

Communication skills

Problem-solving

Cross-regional collaboration

Education

Undergraduate degree in quantitative field

Tools

SQL

Python

Alteryx

Power BI

Tableau

Excel

Job description

This role will be based in Mumbai and is a hire within the global Client Clearing Financing & Analytics team. The successful candidate will provide analytical and operational support across the team's core responsibilities, including financing management, capital optimization, client profitability analysis, liquidity analytics, and clearinghouse monitoring.

The role will develop expertise in derivatives clearing economics while helping maintain critical business reporting, performing quantitative analysis, identifying commercial opportunities, and contributing to automation and process improvement initiatives. The role offers exposure to a broad range of stakeholders and provides a strong foundation for growth within a highly analytical and commercial function.

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

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.

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

• Produce and maintain recurring reporting and analytics related to client clearing financing, profitability, balance sheet usage, capital consumption, liquidity impacts, and clearinghouse activity.
• Support financing strategy execution through analysis of client balances, financing charges, returns, and pricing inputs, helping identify opportunities to improve client profitability and resource utilization.
• Perform financial and business performance analysis, including investigating drivers of financing revenue, balances, returns, and variance trends across clients, products, and regions.
• Assist with capital and balance sheet optimization initiatives by gathering data, conducting quantitative analysis, and preparing management reporting related to leverage, risk-weighted assets, and other regulatory capital metrics.
• Support CCP concentration margin management processes by monitoring concentration exposures, maintaining analytics, investigating changes, and assisting with client remediation tracking.
• Produce liquidity and funding analytics to help quantify resource consumption and identify opportunities for optimization across the clearing business.
• Respond to ad-hoc business requests from senior team members and stakeholders by performing data analysis, validating results, and delivering clear and actionable insights.
• Partner with Technology and Strats teams to improve reporting infrastructure, automate manual processes, enhance data quality, and increase scalability of team deliverables.
• Contribute to the maintenance of strong controls, data governance practices, and documentation standards across team processes and reporting.
• Support global business initiatives and special projects as priorities evolve across the derivatives clearing landscape.

What You’ll Bring To The Role

• Excellent analytical and problem-solving skills with strong attention to detail.
• Strong written and verbal communication skills, with the ability to clearly explain analytical findings.
• Comfortable working with large datasets and identifying key business insights.
• Strong proficiency in Excel and data analysis tools; experience with SQL, Python, Alteryx, Power BI, Tableau, or similar analytical tools is advantageous.
• Ability to manage multiple priorities and deliver high-quality work within tight deadlines.
• Demonstrates intellectual curiosity and a willingness to learn complex financial products and market structures.
• Strong team player with a collaborative mindset and ability to work effectively across regions and functions.
• Self-motivated with the ability to operate independently while escalating issues appropriately.
• Strong organizational skills and disciplined approach to risk and controls.
• Undergraduate degree in Finance, Accounting, Economics, Mathematics, Engineering, Computer Science, Statistics, or a related quantitative discipline.
• 2-5 years of experience in financial services, analytics, risk management, finance, treasury, operations, or capital markets.
• Knowledge of listed derivatives, cleared OTC products, prime brokerage, or clearing services is preferred but not required.
• Experience working with financial analysis, business reporting, regulatory capital, liquidity metrics, or profitability analytics is advantageous.
• Experience using data visualization, reporting, or workflow automation tools is preferred.
• Demonstrated ability to analyze data, identify trends, and translate findings into clear business recommendations.

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.