This job has expired, please see additional jobs below
Securities Lending Distribution Associate/Vice President
Morgan Stanley
New York, NY, United States
Job Details - this job has expired, please see similar jobs below
Description
The individual will work in the Securities Lending Distribution team performing a sales trading function. The role primarily involves coverage of a broad range of clients – providing locates, tackling inquiries, providing requisite color on securities, identifying opportunities and resolving issues for the client. The individual will also be tasked with coordinating internally across client base to ensure appropriate flow of information across the organization.
In addition to the client coverage aspect of the role, the individual will help monitor overall client base for changes in behavior, balances, and profitability to ensure appropriate coverage across the broader team. The role will also involve crafting of Securities Lending Content and generating reports to be used by the Distribution team and in client pitches.
Principal Functions
• Provide daily responsiveness to locates and client communications
• Cover large number of execution based clients
• Track reporting to monitor balances and profitability to ensure appropriate level of interaction
• Educate clients on rules of engagement, expectations
• Create general market content
• Analyze prospective portfolios and create pitch materials
• Distribution of team wide content to clients in an efficient manner
The individual will work in the Securities Lending Distribution team performing a sales trading function. The role primarily involves coverage of a broad range of clients – providing locates, tackling inquiries, providing requisite color on securities, identifying opportunities and resolving issues for the client. The individual will also be tasked with coordinating internally across client base to ensure appropriate flow of information across the organization.
In addition to the client coverage aspect of the role, the individual will help monitor overall client base for changes in behavior, balances, and profitability to ensure appropriate coverage across the broader team. The role will also involve crafting of Securities Lending Content and generating reports to be used by the Distribution team and in client pitches.
Principal Functions
• Provide daily responsiveness to locates and client communications
• Cover large number of execution based clients
• Track reporting to monitor balances and profitability to ensure appropriate level of interaction
• Educate clients on rules of engagement, expectations
• Create general market content
• Analyze prospective portfolios and create pitch materials
• Distribution of team wide content to clients in an efficient manner
Qualifications
• Bachelor’s degree
• Ability to multitask requests from multiple clients
• Strong communications skills, comfortable speaking with clients
• Proficiency in Bloomberg, MS Office suite, presentations