Job Title: Client Selection Review (Supporting US Region)
Job Level: VP/Senior Manager
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.
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.
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