WM Equity Derivative Solutions Platform Transaction Associate
Morgan Stanley•New York, NY
•$70,000 - $115,000•Onsite
About The Position
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.
Requirements
- 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
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
Benefits
- health_insurance
- dental_insurance
- vision_insurance
- life_insurance
- disability_insurance
- 401k
- flexible_scheduling
- professional_development
- learning_development_program
- paid_holidays
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
