MSET QR Strats Capital Market Specialist , Manager

Job Summary

The role, based in Mumbai, requires the individual to work closely with global Morgan Stanley Quantitative Research teams. The successful candidate will be a fast-learning, detail-oriented, proactive, and self-motivated individual responsible for analyzing, calculating, and reviewing free float for global equities. The role involves reviewing company filings, exchange disclosures, shareholder data, vendor feeds, and other public sources to assess float relevant ownership changes and their impact on shares outstanding, investable market capitalization, index weights, and benchmark treatment. The candidate will also monitor corporate actions, support client and internal queries, and produce high quality written analysis explaining complex float cases, methodology interpretation, and market impact.

The expected working hours will be 7:30 am local time to 4:30 pm local time.

What You'll Do In The Role

• Responsible for analyzing, calculating, and reviewing free float for global equities in line with equity benchmark methodology and index implementation rules.
• Review company filings, exchange disclosures, regulatory announcements, shareholder data, vendor feeds, and other public sources to identify float relevant ownership changes.
• Assess the impact of strategic holdings, government ownership, founder promoter holdings, cross shareholdings, employee trusts, lock up shares, treasury shares, foreign ownership limits, and other restricted holdings on free float.
• Perform detailed float calculations and determine investable shares, float factors, shares outstanding, and resulting index weight impacts.
• Monitor corporate actions such as MA, spin offs, placements, buybacks, secondary offerings, rights issues, IPO lock up expiries, restructurings, and share class changes to assess their impact on float and index treatment.
• Partner with global teams to respond to client and internal queries related to free float, shares outstanding, index weights, corporate actions, and equity benchmark methodology.
• Produce high quality written analysis, emails, and presentations explaining complex float cases, methodology interpretation, and market impact.

Core Requirements

We are looking for a confident and outgoing individual, who has exceptional attention to detail and takes initiative.

• 5+ years of experience in the financial services industry, with direct experience in equity markets, index products, benchmark methodology, corporate actions, or market data.
• Strong practical understanding of free float methodology, shares outstanding, investable market capitalization, float factors, and index weight calculations.
• Experience reviewing company filings, shareholder structures, ownership disclosures, exchange announcements, regulatory filings, and vendor data to determine float eligibility.
• Ability to analyze complex ownership structures, including promoter founder holdings, government stakes, strategic investors, crossholdings, employee ownership plans, lock up shares, treasury shares, and restricted securities.
• Demonstrated experience calculating free float and assessing the impact of float changes on index membership, index weights, size classification, style classification, and market representation.
• Strong knowledge of corporate actions that affect float, including MA spin offs IPOs, lock up expiries, placements, buybacks, rights offerings, share conversions, and reorganizations.
• Experience with Asia and EU/EMEA equity markets is a plus, particularly in relation to corporate actions, ownership disclosures, float assessment, and index methodology application.
• Exceptional attention to detail, with a strong control mindset and ability to manage time sensitive calculations accurately.
• Strong Excel and data analysis skills are required. Experience with Bloomberg, Refinitiv, FactSet, corporate action vendors, SQL, Python, or data visualization tools is a plus.
• Degree in quantitative or finance related disciplines such as Engineering, Mathematics, Statistics, Financial Engineering, Economics, or Finance.

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.