FID Entitlements
Position Description
The team's role is to onboard external clients and internal users to a variety of third party and internal platforms and applications related to E-commerce, and to manage entitlements for those users. The team is comprised of sixteen people (twelve full time employees and four consultants) in Mumbai covering London and New York hours supporting Fixed Income and Equity markets, and is functionally split on regional lines. Two team leaders provide local guidance while the team as a whole is co-managed by two individuals (one from London, one from New York). The team has weekly conference calls, periodic video conf calls, and managers visit the Mumbai office throughout the year.
Key skills that we are looking for:
• Fluent English, with excellent verbal and written communication skills
• An enquiring mind and the ability to analyse and investigate problems
• Attention to detail - double check own work, take ownership
• Efficient organizational and time management skills
• Ability to multi-task - agile response as priorities change, while retaining ownership of original tasks
• Collaborative team attitude
• Timely response and follow-up to business requests
• Strong computer skills, user of Internet, email and general Microsoft packages - Excel knowledge such as the ability to run V-Lookups and create Macros a plus
• Interest in the financial services business and/or technology supporting the industry
Primary responsibilities include:
- Processing requests for entitlements to Morgan Stanley proprietary and third party vendor electronic trading platforms. Maintaining existing user accounts and managing queries related to them. This includes configuration of and linkages to downstream systems to ensure straight through processing of trades. External platforms include Bloomberg, Tradeweb and MarketAxess.
- Processing requests for entitlements to Morgan Stanley proprietary extranet applications providing research and other services, and third party vendor platforms delivering Morgan Stanley research. Maintaining existing user accounts and managing queries related to them. External platforms include BondHub (also known as MarkitHub), Bloomberg, Capital IQ, FactSet and Thomson Reuters.
- Processing requests for entitlements to a variety of internal risk and inventory management applications. Maintaining existing internal accounts.
- Following specified procedures for different platforms, applications and products, managing multiple queues throughout the day, and ensuring delivery within established SLAs.
- Participating in / responding to periodic entitlement audit inquiries and reviews.
- Producing metrics/reporting of work done by the team, and data integrity are all functions of this position. Maintain procedures database for reference.
- Using the report generation tool to generate/distribute business critical reports in response to business requests.
- Liaising with clients' sales coverage and with vendors to remediate any issues related to client/product setup.
- Taking corrective measures for any tradeflow issues resulting from incorrect setup and following up with the relevant IT groups to resolve any technical issues.
- Maintaining documentation related to client account setup on electronic trading and research platforms.
- Proactively explore new ideas and suggestions to improve current processes and formulate new ones when new products come on board.
Skills Required
Key skills that we are looking for:
• Fluent English, with excellent verbal and written communication skills
• An enquiring mind and the ability to analyse and investigate problems
• Attention to detail - double check own work, take ownership
• Efficient organizational and time management skills
• Ability to multi-task - agile response as priorities change, while retaining ownership of original tasks
• Collaborative team attitude
• Timely response and follow-up to business requests
• Strong computer skills, user of Internet, email and general Microsoft packages - Excel knowledge such as the ability to run V-Lookups and create Macros a plus
• Interest in the financial services business and/or technology supporting the industry
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