Client Coverage - Senior Associate - Prime Brokerage

Job Summary

Division: Prime Brokerage; Job Title: Client coverage; Location: Mumbai; Job Level: Senior Associate

Responsibilities

• 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

• 2 to 6 years of relevant experience in an Investment Bank or Custodian Bank with focus on capital markets and proficiency in financial products
• Chartered Accountant or M.B.A. from reputed Institutes
• Understanding capital markets and how products trade, settle and are accounted for
• Understanding of prime brokerage business

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