Morgan Stanley

Associate - ISG Equity Operations

Morgan Stanley$65K — $102K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • At least 2 years' relevant experience in a similar role.
  • Proficiency in Microsoft Excel for data analysis and reconciliation.
  • Experience with automation tools or AI technologies to enhance efficiency.
  • Strong written and verbal communication skills for stakeholder management.
  • Ability to prioritize and manage multiple tasks in a fast-paced environment.

Responsibilities

  • Execute and support GCM debt syndicate transactions from pre-pricing to closing.
  • Prepare and review regulatory filings for accuracy and compliance.
  • Coordinate closely with syndicate desks and internal teams for deal execution.
  • Contribute to process improvements and workflow enhancements.
  • Identify risks in daily operations and suggest control enhancements.
  • Build relationships and share knowledge within the team and across stakeholders.
  • Analyze and reconcile account activity to resolve discrepancies.

Benefits

  • Comprehensive employee benefits and perks.
  • Opportunities for career advancement within the organization.
  • Supportive work environment fostering collaboration and innovation.
  • Commitment to diversity and inclusion in the workplace.
  • Strong emphasis on work-life balance and employee well-being.
Full Job Description

This role provides critical trade execution and lifecycle support for the Global Capital Markets underwriting business, partnering closely with the front office, operations, legal, compliance, and external stakeholders to manage syndicate deals from pre-pricing through closing. We are seeking someone to join our team as an Associate in ISG Equity Operations to play a hands-on role at the center of the debt capital markets deal lifecycle, coordinating complex transactions, ensuring regulatory readiness, and working side by side with the front office to support high profile syndicate deals.

In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Associate level position level position within Product Support & Services, which is responsible for providing transaction support and managing post execution processes.

What you'll do in the role:
- Execute and support GCM debt syndicate transactions, managing key activities from pre-pricing through closing and settlement.
- Prepare, review, and submit regulatory filings to ensure accuracy, timeliness, and compliance with firm and regulatory requirements.
- Maintain close coordination with syndicate desks, banking teams, Legal, Compliance, and external parties to support seamless deal execution.
- Contribute to workflow enhancements and process improvement initiatives aimed at increasing efficiency, scalability, and risk controls.
- Recognize risk in day to day processes, identify key issues, and contribute to process improvements and control enhancements.
- Build relationships within the team and with internal stakeholders, sharing knowledge to support strong team outcomes.
- Analyze and reconcile account activity to identify, investigate, and correct position and balance discrepancies.

What you'll bring to the role:
- Ability to establish clear goals and priorities, and address non-standard issues within area of expertise with minimal guidance and supervision
- Culture carrier across Operations, embracing the Firm's core values
- Ability to manage multiple priorities simultaneously in a fast-paced, deadline-driven environment while maintaining strong attention to detail.
- Proficiency in Microsoft Excel, including the ability to analyze data, track transactions, and support reporting and reconciliation processes.
- Experience leveraging automation tools or emerging technologies, including AI-enabled tools, to improve efficiency, accuracy, and workflow scalability.
- Strong written and verbal communication skills with experience managing high-volume email correspondence and coordinating across multiple internal and external stakeholders.
- Ability to effectively manage time and workload, prioritize competing requests, and meet critical regulatory and business deadlines.
- At least 2 years' relevant experience would generally be expected to find the skills required for this role

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.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

Expected base pay rates for the role will be between $65,000 and $102,500 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.

About Morgan Stanley

Morgan Stanley Investment Management are active managers of capital, working to outperform the market and deliver results for their clients. Morgan Stanley Investment Management's long-tenured professionals apply their experience and expertise across public and private markets, in single-sector, multi-asset and custom solutions.

Morgan Stanley Careers

Joining Morgan Stanley today means becoming part of a global team dedicated to strengthening communities, pioneering innovation, and fostering diversity. As a leading global financial services firm, Morgan Stanley offers unparalleled job opportunities, career growth, and a culture of leadership that together create an exceptional employment experience. Work You’ll Do At Morgan Stanley, you will collaborate with knowledgeable professionals to drive innovation and deliver solutions in financial services. Our team is composed of diverse, talented individuals who bring their unique skills and perspectives to work every day, setting the standard for leadership in the global market. Morgan Stanley is not just a company; it's a place where ambitious, creative, and skilled individuals can build a rewarding career. Here, you can experience the benefits of a vibrant culture dedicated to professional growth and diversity training. Internship Programs Kickstart your career with Morgan Stanley’s internship programs. These positions offer invaluable industry insights and professional experience to students and recent graduates. Interns at Morgan Stanley gain hands-on experience, working alongside seasoned experts in a dynamic, supportive environment. Innovation and Professional Growth We believe in the power of innovation to solve complex problems and encourage our team to think differently and act boldly. Morgan Stanley supports your career development through comprehensive training, development programs, and leadership workshops, ensuring that every employee has the tools they need to succeed. Join Our Team Explore the various job opportunities at Morgan Stanley, from entry-level positions to executive roles. We are hiring individuals who are passionate about finance and eager to contribute to a team that values integrity, excellence, and a forward-thinking mindset. Enhance your skills through our networking events, mentorship opportunities, and ongoing professional development. Stay Connected Keep up to date with the latest from Morgan Stanley Careers by subscribing to our job alert emails. Tailor your preferences to receive updates about new postings, career tips, and exclusive insights from our team leaders. Apply Now Ready to take the next step in your career? Search open positions that match your skills and interests on the Morgan Stanley Jobs portal. Prepare your resume, refine your interview techniques, and join a company that values innovation and leadership. At Morgan Stanley, we’re not just building careers—we’re developing leaders. Discover how far your talents can take you by joining our team today.
Learn more about Morgan Stanley
Size
77,000 employees
Market Cap
$144.1 billion
Industry
Net Income
$10.9 billion
Founded
1935
5 Year Trend
+10%
Revenue
$52 billion
NASDAQ

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