
Role: Trade Manager
Location: Mumbai
Primary Responsibilities:
- The role is based out of Mumbai and requires working with the EMEA Transaction Management Group.
- 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: for this role would involve providing transactional support to EMEA TMG in relation to structured products (e.g., notes, certificates or warrants) issued by a Morgan Stanley entity in relation to the following:
- Responsible for overseeing the entire trade life cycle of including notes, certificates, warrants, from issuance and documentation to settlement and risk monitoring
- Perform deal reviews to ensure that all parameters are in line with trade documentation on internal systems and dealing with trade approvals using various systems and applications.
- Proactively monitor and resolve trade breaks, reconciliation issues, and discrepancies in a timely manner on the booking systems.
- Managing and monitoring the entire trade workflow and coordinating with internal teams to ensure both accurate trade capture and timely settlement
- Dealing with document requests and documentation reconciliation.
- Working closely with Sales, Trading, the COO team and Operations on matters relating to trade settlements.
- Continuously assess and enhance controls, processes, and procedures to improve efficiency and reduce risk.
- Drive process automation initiatives and leverage technology to streamline trade support workflows, with a focus on enhancing operational efficiency and reducing manual intervention.
Skills required (essential)
- MBA / CA with 5 - 6 years of experience.
- Candidates should have experience in structured products, but candidates with considerable experience in derivatives, repackagings or securitisations may be considered.
- 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.
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