FID, Institutional Securities Documentation - Americas Team Lead jobs in United States
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E*TRADE from Morgan Stanley · 3 months ago

FID, Institutional Securities Documentation - Americas Team Lead

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking and wealth management services. They are seeking a Team Lead for the Institutional Securities Documentation team to manage contract negotiations for trading agreements, engage with various internal stakeholders, and oversee a team of document negotiators.

BankingFinanceFinancial Services

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 stakeholdersTeam managementLegal knowledgeMicrosoft WordExcelPeople skillsMultitaskCommunication skillsOrganizational skillsSelf-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
Essential Skills: 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
Essential Characteristics: 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

Benefits

Some of the most attractive and comprehensive employee benefits and perks in the industry

Company

E*TRADE from Morgan Stanley

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E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.

Funding

Current Stage
Public Company
Total Funding
unknown
2020-02-20Acquired
1996-08-16IPO

Leadership Team

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Julia Miller
Director and Customer Marketing
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