Morgan Stanley

Client Selection Reviewer - Senior Manager/Vice President - Fixed Income Division

Job Description

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.

From the largest global institutions to innovative new hedge funds, investors come to Morgan Stanley for sales, trading, and market-making services in almost every type of financial instruments including stocks, bonds, derivatives, foreign exchange, and commodities. Our professionals provide liquidity and content to clients around the world, actively assessing and managing risk, trading securities, and planning and executing transactions in the fast-changing markets.  As the needs of our clients become increasingly complex, we often develop customized solutions.

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 Profil

The Fixed Income Division is comprised of Interest Rate and Currency Products, Credit Products and Distribution.

Professionals in the Division assess and actively manages risk, trade securities & structure as well as execute innovative transactions in the fast-paced and constantly changing global markets. The Commodities Division is a market leader across a broad range of commodities markets, with expertise in areas including client risk management, financing solutions and investor products Sales & Trading.

From the largest global institutions to innovative new hedge funds, investors come to Morgan Stanley for sales, trading, and market-making services in almost every type of financial instruments including stocks, bonds, derivatives, foreign exchange, and commodities. Our professionals provide liquidity and content to clients around the world, actively assessing and managing risk, trading securities, and planning and executing transactions in the fast-changing markets. As the needs of our clients become increasingly complex, we often develop customized solutions.

Primary Responsibilities

The candidate will work closely with the rest of the team but is expected to be comfortable to lead tasks independently, including the following:

  • Prepare background reports for Client Selection Committee
  • Read through the Corporate Security reports, analyse and identify areas that could be beneficial / harmful for the firm
  • Perform due diligence on the client.
  • Draw out as much detail on the client as possible
  • Ability to independently engage and liaise with various stakeholders to discuss and draw out client centric information.
  • Ability to create executive level presentations for Client Selection
  • Confidence in liaising with Sales & Traders to understand Client background
  • Good understanding of policies and materials around client selection
  • Perform four-eye checks on all activities performed by the Team

Skills / Experience Required 

  • 10+ years of experience in the financial services industry
  • Excellent interpersonal and communication skills (written and verbal) for effective communication with various teams
  • Good knowledge of Fixed Income products, including FX and Commodities
  • Effective time management and organizational skills within a fast-paced environment
  • Good understanding of Franchise Risk, i.e., identifying, analysing and prioritizing regulatory, sanctions, and legal findings
  • Good knowledge of entity types and corporate structures
  • Highly organized, detail-oriented and thorough;
  • Strong decision-making, problem solving and analytical skills; ability to cope with pressure and multi-task
  • Ability to plan, organize and deliver results within tight timeframes
  • Ability to work collaboratively on group projects and independently on individual assignments;
  • Mature and professional; comfortable working in an open-floor working environment.
  • Willing and eager to learn and work with different teams and divisions of the Firm

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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 opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.


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