About this opportunity
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management, and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.
As a market leader, the talent and passion of our people are critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, achieve and grow. A philosophy that balances personal lifestyles, perspectives, and needs is an important part of our culture.
Primary Responsibilities
The role is based out of Mumbai and requires working with the FXEM US Institutional Sales team in Singapore. The role will require a fast-learning, dynamic, pro-active, communicative person with exceptional attention to detail to assist the team in optimizing efficiency around client business.
The role involves
- Daily data reports: Using FX options system to pull reports on expiries, market data, and proximity of barriers to distribute to relevant sales teams.
- Client Revenue reporting: Prepare regular reports for senior distribution management highlighting revenue performance and momentum including tracking hit ratios across all FX products. Ensure trader revenue is accurately reflected against the client and salesperson. Preparing detailed reports for the desk heads providing color on revenue, interactions, and client coverage.
- On-Boarding: Assisting the sales teams with new onboarding requests, liaising with internal stakeholders, and ensuring a seamless start to finish approach to onboarding new accounts. Working with internal teams to open new FX accounts, ensuring new onboarded accounts are set up correctly in internal systems and mapped to the relevant salesperson.
- Global role: Working with other SA to ensure seamless handover of trade bookings and amendments for the Global FXEM sales teams. This includes booking and allocating trades accurately and responding to follow-ups from internal teams or the client on allocations or fixing queries.
- Post Trade Process: Working towards creating long-term solutions to recurring administrative themes to help team efficiency.
- Presentations & Marketing Materials: Supporting the desks and desks heads in putting together briefing notes or presentations ahead of internal and client meetings.
Skills Required (essential)
The basic skills required for the role are the ability to learn quickly how to navigate databases, manipulate data from these confidently in Excel and respond to requests promptly.
Skill Set Required
We are looking for a confident and outgoing person, who has exceptional attention to detail and is proactive in taking initiative. Successful candidates will have proven work experience analyzing data.
- Graduate MBA with 2- 3 years of experience
- Excellent written & spoken English; Excellent business writing skills
- European language skills (French, German, Spanish or Italian) a plus but not a necessity
- Excellent telephone and communication skills (regular phone contact with team and internal stakeholders required)
- Advanced knowledge and extensive hands‑on experience with Microsoft Office - Word, Excel including macros, PowerPoint.
- Familiarity with databases, and the ability to manipulate/analyze data confidently
- Experience/exposure to FX markets and systems (FXConnect, Electronic platforms) will be valuable.
- Strong analytical skills
- Attention to detail
- Organised, hardworking, and a safety net for the team
- Teamwork
- Problem-solving
Primary Location
Non-Japan Asia-India-Maharashtra-Mumbai (MSA)
Education Level
Refer to Position Description
Job
Investment Banking/Sales/Trading/Research
Employment Type
Full Time
Job Level
Senior Associate