WM Equity Derivative Solutions Platform Transaction Associate

WM Capital Markets

Morgan Stanley Wealth Management (“WM”) is unique in being the only wealth management firm to have its own independent capital markets platform. We provide fully integrated sales, trading and content. Our scope extends across multiple asset classes, providing differentiated, commercial content and first-class service.

Role Description

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.

Primary 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

Qualifications

• 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

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 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.

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Expected base pay rates for the role will be between $70,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

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