Morgan Stanley India | Institutional Equity Divsion - Senior Associate - Client Coverage (Mumbai)

Primary responsibilities

• The Prime Brokerage Account Manager team is a comprehensive partner to the global PB organization.
• The Account Manager is responsible for servicing a variety of clients, predominantly hedge funds.
• This position requires strong relationship management skills to help build a true partnership between our clients and Morgan Stanley.
• The Account Manager acts as a conduit between the client and the rest of the firm, providing escalation support, navigation, and helping to deliver tangible solutions.
• Commitment from senior PB management in NY, London and HK to leverage expertise and knowledge of the Mumbai team to the maximum has resulted in the team being core members of global working groups and project teams.
• First point of contact for client issues as a primary account manager - oversee the client’s accounts and be involved in all client issues including, but not limited to: financing, margin, trade clearing and settlement, cash management and corporate events.
• Communicate with client as secondary or back up account manager capacity to respond and resolve issues pertaining to trade clearing and settlement, cash management, asset transfers and corporate events.
• Communicate issues and ensure problems are resolved completely in a timely and accurate manner.
• Perform root cause analysis for their clients to increase STP and reduce client issues.
• Analysis of data around client balance trends and client market share.
• Ensuring client stays current by introducing latest prime brokerage technology and reporting suite to the client.
• Performing activities and checks around regulatory or management checks in the area of short sales violations, analysis of cancel/ corrections of trades, aged settlements, holdings in restricted currency.
• Liaison between Fund Administrators and various teams in Morgan Stanley such as swaps desk, listed derivatives, interest and finance, stock loan team to resolve inquiries.
• Provide services to the Hedge Fund clients in the areas of due diligence inquiries from potential investors, maintaining/checking client fee schedules and their accurate billing, account opening and closing for organic changes to Funds.
• Solving problems by effectively influencing and utilizing resource across various teams in MS

Skills required (essential)

• 4 to 6 years of relevant experience in an Investment Bank or Custodian Bank with focus on capital markets and proficiency in financial products.
• Understanding capital markets and how products trade, settle and are accounted for.
• Understanding of prime brokerage business.
• Demonstration of excellent communication and relation building skills.
• Exceptional organizational skills and a high degree of attention to detail.
• Ability to identify and escalate issues effectively and appropriately.
• Familiarity with basic accounting principles.
• Generalist skill set with the ability to deal with all levels of client organization and our firm's support structure.
• Ability to handle pressure, prioritize and multi-tasking during the course of a business day.
• Proven ability to take ideas forward and to challenge current processes with integrity and maturity.
• Proficiency in MS Office and related applications (Word, Excel, PowerPoint, Project).
• Strong project management skills

Morgan Stanley

Morgan Stanley is a global financial services firm founded in New York in 1935, known for investment banking, sales and trading, wealth management and investment management.

Its teams in India support the firm's global businesses. For chartered accountants this means corporate controllers, external reporting, regulatory reporting, tax and risk roles.

• Industry: Investment banking, wealth and investment management
• Headquarters: New York, USA
• In India: Teams in Mumbai and Bengaluru supporting global businesses