Derivatives Operations Specialist - Institutional Securities Group
New York , New York
July 01, 2016
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 Product Operations encompasses two functionally aligned organizations. The first, Trading & Client Operations, provides Operations functions in direct support of activity executed by Institutional Sales &Trading. The second, Clearing Operations, provides Operations functions in direct support for activity cleared by Morgan Stanley on behalf of our clients in Prime Brokerage, Listed Derivatives, and OTC Derivatives. 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.

This role is in the Equities Derivatives Projects team (part of Institutional Securities Group Product Operations Change the Bank organization).

The successful candidate will manage projects across business enablement, regulatory and market reforms, and operational efficiency agenda for Equity Derivatives. This includes project management, requirement gathering, documentation and test execution, as well as collaborating on the overall program of work for New York. This person will be responsible for defining, organizing and sharing New York Equity Derivative change agenda in partnership with both regional and global stakeholders. Regional stakeholders include the full front-to-back business functions including sales and trading, business management, IT, trade support, confirmations, settlement, collateral/margining, tax, compliance, regulatory reporting, finance and treasury.

He/She will be expected to play an active role within the overall global equity derivative program. The candidate will represent New York stakeholder interests within global forums, and reflect the global agenda and stakeholders back to the regional business functions. He/she will have the technical and product skill set to operate in a hands-on capacity where needed, as well as people management skills to oversee teams working on the specific work across multiple teams and locations.

The role will face off to Senior Stakeholders in the business and specifically for Equities Derivatives. The individual will need to support the technical complexity in the Equities Derivatives Business and process in addition to demonstrate strong Project Management and Business Analysis Skills.


- Strong business, industry and technical knowledge of the equity derivative product set
- In-depth knowledge of securities and derivative trading front-to-back infrastructure, team structures and functional workflows
- Strong communication skills to interact with stakeholders of all levels and communicate clearly and concisely
- Able to develop a strong working relationships and network with wide range of stakeholders and internal clients
- Hands on approach to learn quickly to acquire necessary knowledge in products and processes, both technical and operational
- Robust quantitative analysis and problem-solving skills
- Practical experience and knowledge of best practice in project management and knowledge sharing
- Ability to work to a tight deadlines
- Ability to forecast and define future state business solutions and defining the intermediate steps to achieve them in a risk-mitigated manner
- Positive and people-oriented communication style that is inclusive and responsive

A little about us:
Since its founding in 1935, Morgan Stanley and its people have helped redefine the meaning of financial services.

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