Associate – PB Europe

Mumbai (MSA), Maharashtra, India
Not disclosed
22 Jan 2021
26 Jan 2021
Approved employers
Approved employer
Contract type
Full time
Experience level
Qualified accountant


From global institutions to hedge funds, investors come to Morgan Stanley for sales, trading, and market-making services in almost every type of financial instrument in all the world’s financial markets. Morgan Stanley professionals use our network and technology to provide liquidity and sophisticated analysis, to manage risk and execute reliably in the fast-changing markets.

Morgan Stanley’s Institutional Equity Division (IED) is a world leader in the origination, distribution and trading of equity, equity-linked and equity-derivative securities. Our broad and deep client relationships, market-leading platform and intellectual insights enable us to be a world-class service provider to our clients for their financing, market access and portfolio management needs.

Global Markets Group is the offshoring arm of Morgan Stanley’s Sales & Trading businesses in India. It covers functions across IED and Fixed Income Division (FID) ranging from those associated with sales, trading, analytics, strats to risk management.

The role is based out of Mumbai and requires working with the Europe PB Capital Intro Team. The role will require a fast-learning, dynamic, pro-active and self-motivated person to assist the team in day to day activities.

Job Description

  • Updating & Maintaining PB roadshow details in firm systems
  • Updating firm system with relationship mandates, coverage notes, overviews, performances, etc.
  • Monthly analysis of investor conversations
  • Meeting Calendar maintenance for the team
  • Managing Conference registrations
  • Sending and updating data of client/investor like blurbs etc.
  • Requesting accesses for firm system for clients and filling in the fund info
  • Adding contacts/creating investor entities in firm systems
  • Pulling and saving down fund profiles as they are submitted via firm systems
  • Pre-populate profiles from Word doc to firm system
  • Maintenance of fund tear sheets for a list of clients
  • Monthly snapshot of HF performance
  • Maintenance of various excel spreadsheets involving HF data
  • Qualifications

  • Graduate/MBA with 0-1 year equity market work experience preferred
  • Excellent communication skills both verbal and written;
  • Good knowledge of MS Excel, Access, PowerPoint. Knowledge of VBA/Macro will be an added advantage.
  • High degree of attention to detail.
  • Strong analytical skills
  • Proactiveness towards learning and executing tasks.
  • For further information, and to apply, please visit our website via the “Apply” button below.

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