Morgan Stanley

WM Equity Derivative Solutions Platform Transaction Associate

Morgan Stanley$70K — $115K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in finance, accounting, mathematics, or economics
  • Strong analytical skills with an entrepreneurial mindset
  • Excellent communication and interpersonal skills
  • Organizational abilities to manage time and prioritize effectively
  • Ability to thrive in a collaborative, fast-paced team environment
  • Flexibility to work on projects with varying timelines
  • Demonstrated interest in capital markets and transaction products

Responsibilities

  • Coordinate client onboarding processes between WM and IED platforms
  • Drive efficiency in communication and information flow among teams
  • Ensure effective execution of all trade lifecycle elements
  • Support ongoing platform development and enhance operational workflows
  • Promote process improvements through technology solutions
  • Assist with project management and adherence to policies
  • Maintain reporting and metrics frameworks as a key internal contact

Benefits

  • Access to Morgan Stanley’s global offices and resources
  • Opportunities for professional development and career progression
  • Participation in incentive compensation and discretionary bonuses
  • Involvement in projects that span multiple timeframes
  • Collaborative work environment fostering innovation and teamwork
Full Job Description
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


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.

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

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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