Equity Cash Trade Support Group Operations Associate

Equity Cash Trade Support Group Operations Associate

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 is 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, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Operations is one of the largest divisions in the firm and has diverse responsibilities, including correctly settling and recording millions of transactions per day, identifying and mitigating all operational risks, developing strong client relationships and partnering with technology to realize the full potential of IT and e-solutions. Throughout, the Operations department continually seeks ways to improve while actively supporting the development of new businesses, structures and markets.
Institutional Securities Group (ISG) Product Operations encompasses five functionally aligned organizations; Trading Operations, Client Operations, Financing & Collateral Ops, Trade Transaction Reporting & Client Regulatory Services., Trading Operations, provides Operations functions in direct support of activity executed by Institutional Sales &Trading. The broad organization partners closely with Sales and Trading to develop and implement new products and services as well as drive efficiency and reduce risk in our processes. At all times we are focused on delivering quality service to clients both internal and external. ISG Product Operations partners closely with Shared Services and Banking Operations as well as Branch Operations and Operations Risk & Control to deliver a connected ‘front to back’ view of operations to ISG Sales and Trading.
A Trading Assistant is the point person on all operational issues for the Institutional Equity Trading Desks. They communicate daily with Traders, Legal, Compliance, Controllers, Information Technology and Operational Management. An associate in this role has knowledge of the Firm and financial industry and performs all operational functions. They are the main point of contact for the trading desks that they support. Daily they work with the managers within the department to learn all aspects of our business.

– Position Reconciliation
– Trade Booking
– Trade flow monitoring / front to back
– NPA research
– Metrics reporting (i.e. KRIs)
– Attend and contribute to the TSG risk meeting
– Train and oversee analysts
– Escalation of issues to management and the business unit
– Procedure Creation
– Attend meetings on behalf of the team
– Perform UAT testing
– Consistently increase product/system knowledge


– Responsible for quality of support to the trading desks
– Escalation awareness
– Product/system expertise
– Solid relationships within the team and throughout the Firm
– Strong technical skills
– Actively contribute to meetings
– Process improvement
– Considers implications of actions
– Creates a solid relationship with the trading desks as their main point of contact
– Teamwork ? takes accountability /learns from managers


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