Associate / Senior Associate - FX Sales Assistant (Fixed Income Divsion)

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.

Primary Responsibilities

The role is based out of Mumbai and requires working with the FXEM US Institutional Sales team in London. The role will require a fast-learning, dynamic, pro-active, communicative person with exceptional attention to detail to assist the team in optimizing efficiency around client business.

The role involves:
• Daily data reports: Using FX options system to pull reports on expiries, market data, and proximity of barriers to distribute to relevant sales teams.
• Client Revenue reporting: Prepare regular reports for senior distribution management highlighting revenue performance and momentum including tracking hit ratios across all FX products. Ensure trader revenue is accurately reflected against the client and salesperson. Preparing detailed reports for the desk heads providing color on revenue, interactions and client coverage.
• On-Boarding: Assisting the sales teams with new on-boarding requests, liaising with internal stake-holders and ensuring seamless start to finish approach to on-boarding new accounts. Working with internal teams to open new FX accounts, ensuring new on-boarded accounts are set up correctly in internal systems and mapped to the relevant sales person.
• Global role: Working with other SA to ensure seamless handover of trade bookings and amendments for the Global FXEM sales teams. This includes booking and allocating trades accurately and responding to follow ups from internal teams or the client on allocations or fixing queries.
• Post Trade Process: Working towards creating long term solutions to recurring administrative themes to help team efficiency.
• Presentations & Marketing Materials: Supporting the desks and desks heads in putting together briefing notes or presentations ahead of internal and client meetings.

Skills required (essential)

The basic skills required for the role are the ability to learn quickly how to navigate databases, manipulate data from these confidently in Excel and respond to requests promptly.

Skill set required:
• We are looking for a confident and outgoing person, who has exceptional attention to detail and is proactive in taking initiative. Successful candidates will have a proven work experience analyzing data.
• Graduate MBA with 2- 3 years of experience
• Excellent written & spoken English; Excellent business writing skills
• European language skills (French, German, Spanish or Italian) a plus but not a necessity
• Excellent telephone and communication skills (regular phone contact with team and internal stakeholders required)
• Advanced knowledge and extensive hands on experience with Microsoft Office - Word, Excel including macros, PowerPoint.
• Familiarity with databases, and the ability to manipulate/analyze data confidently
• Experience/exposure to FX markets and systems (FXConnect, Electronic platforms) will be valuable.
• Strong analytical skills
• Attention to detail
• Organised, hardworking and a safety net for the team
• Team work
• Problem solving

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximise their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing and advancing individuals based on their skills and talents.