WM Equity Derivative Solutions Platform Transaction Associate

Morgan Stanley; New York (NY); On-site; USD 70,000 - 115,000; Full time

Job summary

Morgan Stanley is looking for a team member to work within the Equity Derivative Solutions team, delivering hedging and monetization solutions to high net-worth clients. The role involves coordinating client onboarding, enabling trade execution, and supporting platform enhancements.

A Bachelor’s degree in finance, accounting or similar, along with strong analytical and communication skills, is required. The expected base pay is between $70,000 and $115,000 annually, with additional commission and bonus opportunities.

Qualifications

• Bachelor’s degree in related field (e.g., finance, accounting, math, economics)
• Strong analytical skills and entrepreneurial attitude
• Dynamic and effective communication skills
• Excellent organizational skills, ability to work independently and prioritize
• Willingness to operate in a collaborative, team-oriented sales and trading atmosphere
• Interest in capital markets, particularly transactional products

Responsibilities

• Coordinate and drive day-to-day onboarding of clients from WM to IED platform
• Enable smooth execution of all elements of trade lifecycle process
• Support platform build-out and enhancement and be key contact for stakeholders

Job description

Role Description

Work as a member of the Equity Derivative Solutions (“EDS”) team within WM’s Investment Solutions group. Partnering with the equity division, the EDS team primarily helps to deliver hedging and monetization solutions to high net‑worth clients that hold concentrated equity positions in their portfolio.

Primary Responsibilities

• Coordinate and drive day‑to‑day onboarding of clients from WM to IED platform ensuring information flow between multiple parties and process efficiency across divisions
• Enable smooth execution of all elements of trade lifecycle process
• Support platform build‑out and enhancement:
  • ensure policy and process adherence
  • promote and implement process enhancements / streamlining, including technology solutions
  • assist in project management
  • assist in development and maintenance of reporting and metrics framework
  • become key contact for internal stakeholders

Qualifications

• Bachelor’s degree in related field (e.g., finance, accounting, math, economics)
• Strong analytical skills and entrepreneurial attitude
• Dynamic and effective communication skills
• Excellent organizational skills, including the ability to work independently, prioritize work, manage time and meet deadlines
• Willingness and ability to operate well in a collaborative, team‑oriented, dynamic sales and trading atmosphere
• Willingness and ability to collaborate on projects over varying time horizons
• Interest in capital markets, particularly in transactional products

Compensation and Benefits

Expected base pay rates for the role will be between $70,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long‑term incentive packages, and other Morgan Stanley sponsored benefit programs.

EEO Statement

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.