Apply on Employer Site

Morgan Stanley · 3 months ago

FID, Institutional Securities Documentation - Americas Team Lead

New York, New York, United States of America

Full-time

Onsite

Director/Executive

$200K/yr - $300K/yr

10+ years exp

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking and securities services. They are seeking an Executive Director to lead the Institutional Securities Documentation team, managing contract negotiations for trading agreements and engaging with various internal stakeholders to ensure effective execution of documentation processes.

Asset ManagementFinanceFinancial ServicesLending

Responsibilities

Management and oversight of a contract negotiation team responsible for a range of trading documentation including, but not limited to, ISDA Master Agreements and associated documents, Repurchase Agreements, MSFTAs, Tri-party Agreements, Collateral Agreements, and Confidentiality Agreements in support of a number of FID businesses and covering a broad spectrum of clients

Active and daily engagement with Sales and Trading professionals, risk management, credit risk, Legal and other internal stakeholders in connection with the negotiation and execution of trading agreements, including the escalation and resolution of legal and commercial terms within such agreements

Serve as primary escalation point for the documentation team, handling myriad requests from the business unit, risk management and other stakeholders. Escalation includes decision making in relation to negotiation terms, prioritization of negotiations, and related client onboarding matters

Responding to internal and external negotiation related queries and engaging senior management in escalation and problem solving

Driving BCU management strategy across the negotiation space for negotiations and regulatory projects

Senior subject matter expert in relation to the suite of trading documentation including agreement templates, internal guidance and process, system updates, and internal forums

Manage team’s engagement in ISG’s responses to regulatory changes including, as needed, repapering campaigns, client communications and internal governance

Qualification

Negotiating trading agreementsEngaging with senior stakeholdersTeam managementLegal knowledgeMicrosoft WordExcelCommunication skillsLeadershipDetail-orientedSelf-starter

Required

10+ years' experience in negotiating a cross section of trading agreements, including in-depth knowledge of the various provisions contained in these agreements and their negotiability

Knowledge of and proficiency around the underlying products traded also preferred

Extensive experience managing a team of document negotiators, including oversight, delegation, prioritization, performance reviews and evaluations

Extensive and daily experience in and comfort with engaging directly with Senior Sales and Trading, Credit, Risk, Legal, Operations and other departments to help problem solve, prioritize and manage interpersonal relationships

Education Level: Degree in law / business administration degree or equivalent

Excellent written and oral communication skills

Excellent people skills (this individual will interface with a variety of people with different skills and seniority levels)

General comfort with Technology (particularly Microsoft Word and Excel)

A quick learner - including learning internal computer systems

Ability to set, track, achieve and report on short/long term goals and projects

Leader, decision maker, organized, detail-oriented, self-starter (highly proactive), confident, comfortable overseeing junior and senior colleagues, ambitious, commercial, willing to assist / teach other members of the team

Ability to thrive in a fast-paced, open trading floor environment with the ability to juggle multiple tasks and priorities on a daily basis