Client Coverage - Associate - Prime Brokerage at Morgan Stanley

Mumbai, maharashtra, India -

Full Time

Start Date

Immediate

Expiry Date

13 Jan, 26

Salary

0.0

Posted On

15 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Management, Project Management, Communication Skills, Organizational Skills, Attention to Detail, Problem Solving, Data Analysis, Capital Markets Knowledge, Prime Brokerage Understanding, Accounting Principles, Multi-tasking, Stakeholder Management, Technology Integration, Root Cause Analysis, Investor Due Diligence, Cash Management, Trade Clearing

Industry

Financial Services

Description

Serve as the primary account manager and first point of contact for client issues, overseeing all aspects of the client's accounts including financing, margin, trade clearing and settlement, cash management, and corporate actions. Act as a secondary or backup account manager, addressing and resolving client queries related to trade clearing and settlement, asset transfers, cash management, and corporate actions. Function as the Project Manager for handholding the entire client onboarding process across all asset classes and client types. Support client integration by hosting weekly calls, providing regular updates, tracking follow-up items, and managing client expectations regarding next steps and timelines. Research corporate actions impacting client portfolios and ensure accurate processing in line with event terms. Handle inquiries from clients and fund administrators with professionalism and responsiveness Provide support to hedge fund clients in areas such as investor due diligence, fee schedule maintenance and verification, accurate billing, and account lifecycle management. Ensure timely and accurate resolution of client issues, escalating where necessary and maintaining clear communication throughout. Conduct root cause analysis to improve straight-through processing (STP) and reduce recurring client issues. Analyse client data, including balance trends and market share, to identify patterns and opportunities. Keep clients informed and up to date by introducing the latest prime brokerage technologies and reporting tools. Resolve complex issues by leveraging cross-functional collaboration and influencing stakeholders across various teams. CA/ M.B.A. from reputed Institutes Understanding capital markets and how products trade, settle and are accounted for Understanding of prime brokerage business Demonstration of excellent communication and relation building skills Exceptional organizational skills and a high degree of attention to detail Ability to identify and escalate issues effectively and appropriately Familiarity with basic accounting principles Generalist skill set with the ability to deal with all levels of client organization and our firm's support structure Ability to handle pressure, prioritize and multi-tasking during the course of a business day Proven ability to take ideas forward and to challenge current processes with integrity and maturity Strong project management skills Proficiency in MS Office and related applications (Word, Excel, PowerPoint, Project) 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. 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. 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.

Responsibilities

Serve as the primary account manager for client issues, overseeing all aspects of the client's accounts. Support client integration and manage the client onboarding process across all asset classes and client types.