US Transaction Management Group Support, Manager/Senior Manager, Institutional Equity Division

Company Profile Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Department Profile 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. Primary Responsibilities The role is based out of Mumbai and requires working with the US Transaction Management Group (TMG). 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 US TMG team in relation to structured products (e.g., notes, certificates, or warrants) issued by a Morgan Stanley entity in relation to the following: Trade Support: Manage trade approvals using various systems and applications, ensuring all parameters align with trade documentation on internal systems. Take ownership of notifications, uploading, and updating information on online portals, while performing thorough deal reviews to maintain accuracy and compliance throughout the process. Stakeholder Collaboration: Partner with Sales, Trading, COO, and Operations teams to drive timely and accurate trade execution. Documentation & Compliance: Manage Final Terms, Pricing Supplements, and ensure all trade parameters align with documentation and regulatory requirements. Reporting & Analytics: Prepare and analyze data for management information, payments, and metrics reporting. Risk & Controls: Maintain robust controls, perform trade reviews, and proactively address post-trade issues. Continuous Improvement: Champion process enhancements and contribute to a culture of operational excellence. Process Innovation: Identify and implement automation opportunities using advanced tools (Excel, VBA, Python, workflow platforms) to optimize efficiency and reduce manual intervention. Shift - 6pm to 3am Skills Required (essential) MBA / CA with 5+ years of experience. Candidates should have experience in derivative products. 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. Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. 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.