LOG IN
SIGN UP
Canary Wharfian - Online Investment Banking & Finance Community.
Sign In
Forgot password?
Don't have an account?
or
Join Canary Wharfian
By signing up, you agree to our Terms & Conditions and Privacy Policy.
or

Structured Solutions Analyst

ExperiencedNo visa sponsorship
Morgan Stanley logo

at Morgan Stanley

Bulge Bracket Investment Banks

Posted 15 days ago

No clicks

**Structured Solutions Analyst** at MSWM Capital Markets: Collaborate with WM Financial Advisors, providing risk-managed investment solutions like structured investments and derivatives. Key tasks involve sales and education, transaction management, data analysis, and relationship building. Ideal candidates hold a finance-related degree, analytical skills, and a Series 7 & 63 license. Background in capital markets and derivatives beneficial. Work in a dynamic, collaborative team. Competitive salary range $70,000 - $115,000.

Compensation
$70,000 – $115,000 USD

Currency: $ (USD)

City
Not specified
Country
Not specified

Full Job Description

MSWM Capital Markets

Morgan Stanley Wealth Management (WM) is unique in being the only wealth management firm to have its own independent capital markets platform. We provide fully integrated sales, trading and content. Our scope extends across multiple asset classes, providing differentiated, commercial content and first-class service.

Role Description
Work as a member of the Structured Investments & Solutions team within WMs Investment Solutions group. The team originates and distributes structured investments and other derivative strategies to MSWM Financial Advisors with the goal of providing end clients with risk-managed, capital markets investment and hedging solutions.

Primary Responsibilities

  • Market structured investment and other derivative solutions to WM Financial Advisors (FAs)

  • Support structured investments new issue deal flow and transaction lifecycle management

  • Interface with FAs and clients on bespoke derivative solutions including educational presentations, strategy pricing, execution, and managing related support workflows

  • Work with team management on data analysis, platform efficiencies and marketing efforts

  • Develop relationships with FAs, WM Field employees, Investment Solutions colleagues and partners in Legal/Compliance/Risk

Qualifications

  • Bachelors degree in related field (e.g., finance, accounting, math, economics)

  • Ability to obtain Series 7 & 63 licenses

  • Strong analytical skills

  • Dynamic and effective communication skills

  • Excellent organizational skills, including the ability to work independently, prioritize work, manage time and meet deadlines

  • Willingness and ability to operate well in a collaborative, team-oriented, dynamic sales and trading atmosphere

  • Working knowledge of capital markets, particularly in transactional products and familiarity with derivatives is a benefit

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients helping them reach their goals. We do it in a way thats differentiated and weve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - arent just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, youll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. Theres also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Expected base pay rates for the role will be between $70,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

Structured Solutions Analyst

Compensation

$70,000 – $115,000 USD

City: Not specified

Country: Not specified

Morgan Stanley logo
Bulge Bracket Investment Banks

15 days ago

No clicks

at Morgan Stanley

ExperiencedNo visa sponsorship

**Structured Solutions Analyst** at MSWM Capital Markets: Collaborate with WM Financial Advisors, providing risk-managed investment solutions like structured investments and derivatives. Key tasks involve sales and education, transaction management, data analysis, and relationship building. Ideal candidates hold a finance-related degree, analytical skills, and a Series 7 & 63 license. Background in capital markets and derivatives beneficial. Work in a dynamic, collaborative team. Competitive salary range $70,000 - $115,000.

Full Job Description

MSWM Capital Markets

Morgan Stanley Wealth Management (WM) is unique in being the only wealth management firm to have its own independent capital markets platform. We provide fully integrated sales, trading and content. Our scope extends across multiple asset classes, providing differentiated, commercial content and first-class service.

Role Description
Work as a member of the Structured Investments & Solutions team within WMs Investment Solutions group. The team originates and distributes structured investments and other derivative strategies to MSWM Financial Advisors with the goal of providing end clients with risk-managed, capital markets investment and hedging solutions.

Primary Responsibilities

  • Market structured investment and other derivative solutions to WM Financial Advisors (FAs)

  • Support structured investments new issue deal flow and transaction lifecycle management

  • Interface with FAs and clients on bespoke derivative solutions including educational presentations, strategy pricing, execution, and managing related support workflows

  • Work with team management on data analysis, platform efficiencies and marketing efforts

  • Develop relationships with FAs, WM Field employees, Investment Solutions colleagues and partners in Legal/Compliance/Risk

Qualifications

  • Bachelors degree in related field (e.g., finance, accounting, math, economics)

  • Ability to obtain Series 7 & 63 licenses

  • Strong analytical skills

  • Dynamic and effective communication skills

  • Excellent organizational skills, including the ability to work independently, prioritize work, manage time and meet deadlines

  • Willingness and ability to operate well in a collaborative, team-oriented, dynamic sales and trading atmosphere

  • Working knowledge of capital markets, particularly in transactional products and familiarity with derivatives is a benefit

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients helping them reach their goals. We do it in a way thats differentiated and weve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - arent just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, youll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. Theres also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Expected base pay rates for the role will be between $70,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.