- First point of contact for client issues as a primary account manager - oversee the client's accounts and be involved in all client issues including, but not limited to: financing, margin, trade clearing and settlement, cash management and corporate events.
- Communicate with client as secondary or back up account manager capacity to respond and resolve issues pertaining to trade clearing and settlement, cash management, asset transfers and corporate events.
- Communicate issues and ensure problems are resolved completely in a timely and accurate manner.
- Perform root cause analysis for their clients to increase STP and reduce client issues.
- Analysis of data around client balance trends and client market share.
- Ensuring client stays current by introducing latest prime brokerage technology and reporting suite to the client
- Performing activities and checks around regulatory or management checks in the area of short sales violations, analysis of cancel/ corrections of trades, aged settlements, holdings in restricted currency
- Provide services to the Hedge Fund clients in the areas of due diligence inquiries from potential investors, maintaining/checking client fee schedules and their accurate billing, account opening and closing for organic changes to Funds.
- Liaison between Fund Administrators and various teams in Morgan Stanley such as swaps desk, listed derivatives, interest and finance, stock loan team to resolve inquiries.
- Solving problems by effectively influencing and utilizing resource across various teams in MS
Skills required (essential)
- 2 to 6 years of relevant experience in an Investment Bank or Custodian Bank with focus on capital markets and proficiency in financial products
- capital markets
- prime brokerage
- Chartered Accountant or M.B.A.
- Communication and relation-building skills
- Exceptional organizational skills and a high degree of attention to detail
- Ability to identify and escalate issues effectively and appropriately
- Basic accounting principles
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
📌 Client Coverage - Senior Associate - Prime Brokerage (Mumbai)
🏢 Morgan Stanley
📍 Mumbai
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