Morgan Stanley

Commercial Real Estate Finance Lawyer Commercial Real Estate Finance Lawyer Location: London Job ID: Morgan Stanley's Deleveraging and Lending Group (DLG) focuses on traditional commercial real estate lending as well as warehouse lending for pools of loan assets. The business, which sits within Morgan Stanley's Fixed Income Division, is recognized for providing traditional and innovative financing techniques, helping a wide range of clients throughout Europe to execute their business strategy. DLG is looking to recruit an experienced lawyer for its Structuring and Execution Management Team to work on all aspects of real estate finance transactions. This role will include working with originators and syndication/securitisation teams to help structure and execute transactions, with involvement from the initial underwriting stage through to exit of the risk position. This is an on-desk role, which will put the individual at the forefront of the structuring and documentation of real estate finance transactions. It is a varied and exciting role with plenty of scope to develop within a busy and growing team. What will you be doing? Main responsibilities centre on working with the core underwriting teams on commercial real estate lending transactions, including: Preparing and reviewing term sheets Advising on the structure of transactions taking into account legal, regulatory, tax and other considerations Review of due diligence Liaising with external counsel to prepare transaction documentation Liaising with internal stakeholders including Legal, Tax, Compliance and Ops teams Acting as a key point of contact for syndication/securitisation teams Supervision of paralegals (non-disclosure agreements, engagement letters, reliance letters, KYC and conflicts process) Preparing and updating precedents and templates Helping to co-ordinate know-how/training for commercial real estate financing related matters and across the team generally Skills that will help you in the role: At least 5+ PQE City or equivalent banking law experience with a major law firm or investment bank Familiarity with LMA documentation in respect of real estate financing transactions Commercially driven with the ability to adapt to a varied and challenging workload The successful candidate will need to be FCA certified to perform this role and pass the associated exams before commencing employment with us. Certified Persons Regulatory Requirements: This role is deemed a Certified role and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks. What you can expect from Morgan Stanley: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. 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. We're committed to bringing passion and customer focus to the business.

Accounting and Regulatory Policy - Director (AVP) Location: Glasgow Accounting and Regulatory Policy (Policy) is a global function within Finance supporting Morgan Stanley to achieve its business goals by providing independent advisory and review services in relation to matters of accounting and Basel-based regulation for a broad range of internal and external stakeholders. Policy plays a key role in client advisory activities and major Firm projects, helping to shape and influence the future strategy of the Firm. A Director (AVP/Manager equivalent) opportunity has arisen within the Glasgow Policy team, which operates as a centre of excellence for the global Policy team. Reporting to a Vice President, the role will specifically focus on Accounting Policy, providing the opportunity to be at the forefront of developments in accounting which impact entities reporting under US GAAP, International Financial Reporting Standards (IFRS) and UK GAAP (FRS 101). What will you be doing? You will provide technical advisory support to our global Finance colleagues on IFRS and FRS 101 matters, encompassing technical research and documentation and financial statement reviews, working with senior stakeholders in the US, EMEA and Americas. You will develop subject matter expertise on key areas of accounting and work alongside cross-functional teams on major Firm implementation projects (including IFRS 18 Presentation and Disclosure in Financial Statements ). You will help execute the global accounting horizon scanning process for US GAAP, IFRS & FRS 101, including monitoring of sources, technical review of new publications and communication to SMEs and Firm stakeholders. You will be involved in helping to train our internal stakeholders on technical matters for US GAAP, IFRS and FRS 101, including on key accounting updates identified through the horizon scanning process, in addition to coordinating the global technical training programme. You will own and manage the production of the Morgan Stanley IFRS Model Financial Statements (IFRS/FRS 101), including coordination of annual technical updates, internal stakeholder reviews and liaison with external auditors. What we're looking for: Strong communication skills, including ability to communicate technical material to various levels of experience/knowledge both in written and verbal form. Experience working in a fast-paced environment, often balancing multiple high priority deliverables. Strong knowledge and understanding of financial reporting under IFRS and UK GAAP (FRS 101) and a keen desire to develop technical expertise in these areas. Qualified CA/CPA/ACCA or equivalent. Skills that will help you in the role: The ability to work both independently in a self-directed way and in a collaborative, team-oriented environment. Prior experience of working in a financial services environment. Process ownership and stakeholder management experience. Knowledge of digital tooling solutions such as MS Teams, SharePoint and Workiva. What you can expect from Morgan Stanley: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. Certified Persons Regulatory Requirements: If this role is deemed a Certified role, it may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks. Flexible work statement: Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more. Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential.

Legal Entity Controller - Director (AVP) Location: Home - Glasgow Time Type: Full time Posted on: Posted 2 Days Ago The Legal Entity Controller team has responsibility for the financial management of selected entities, reporting to a Legal Entity Officer (LEO). The candidate will be responsible for a portfolio of entities in various jurisdictions, including regulated entities. They will be a key business partner for various stakeholders on a wide range of legal entity initiatives. About Morgan Stanley Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. We can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. What will you be doing? Be accountable for key stakeholder relationships both internally and externally including: external auditors and regulators, Product Control, Treasury, Business Units, Company Secretarial and Tax. Have responsibility for the integrity of the Legal Entity books and records and the review and presentation of timely, relevant and value added information to senior management in various governance forums. Have oversight of the production of financial statements, plus regular and ad hoc financial, regulatory and statistical reporting prepared by the shared service teams based outside the UK. Review and challenge appropriateness of taxation and transfer pricing policies on legal entities. Manage legal entity resources including capital and liquidity, partnering with Treasury and Capital Planning teams. Support entities throughout their lifecycle: from incorporation, to any restructuring / business change to legal closure. Be empowered to drive change and the development of the LEC function and department wide initiatives. What we're looking for: An ability to build strong relationships with stakeholders and contribute to projects which impact a variety of business and finance areas. A rounded commercial approach to reporting and controllership, with proven skills in chasing issues through many layers to discover root causes. An ability to manage your work load effectively, developing practical solutions to problems whilst balancing multiple issues and priorities appropriately and having flexibility when priorities change. Excellent Microsoft Office skills and proficiency in data mining and summarising and presenting themes and results in a meaningful format. A professional qualification (CA, ACCA, CIMA). We offer: The opportunity to work in the Finance department of one of the world's top tier Financial Institutions and gain a first-hand insight into our business. Professional development opportunities including access to Morgan Stanley's world-class internal training program. Enriching challenges that provide opportunity for constant learning and advancement. A supportive and vibrant diverse environment; we are inclusive of individual backgrounds and leverage them to foster our work environment and culture. A balance between personal and professional lifestyles, including flexible working opportunities such as work from home arrangements. High specification office space with leading technologies, collaborative working spaces and wellbeing facilities including an onsite fitness suite. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. Certified Persons Regulatory Requirements: If this role is deemed a Certified role and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks. Flexible work statement: Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more. Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences.

EMEA FRTB Program Lead Executive Director Apply locations LN - 20 Bank St - HQ1 time type Full time posted on Posted 9 Days Ago job requisition id PT- Morgan Stanley is looking for an experienced individual who will provide coverage for a suite of regulatory deliverables with a focus on Morgan Stanley International Group (EMEA) Fundamental Review of Trading Book (FRTB) Program. The role involves working with a variety of business units and control groups across the organization on the execution of FRTB Program and requires both execution and analytical support. What will you be doing? Own and drive the EMEA FRTB Program plan, ensuring it is up-to-date and milestones are achieved. Identify and implement solutions for various work streams within FRTB program, such as Standardized Approach, SA-CVA, Data Quality Controls and related regulatory deliverables. Lead the relationship with teams across Risk, Finance, Operations, and Technology to ensure delivery of cross-divisional projects as well as interface with EMEA regulatory bodies. Participate in International Swaps and Derivatives Association (ISDA) FRTB working groups and collect the Firm's feedback for the industry communication with Regulators. Produce documentation and presentations, including Steering Committee materials to effectively communicate key FRTB information to senior management and Regulators. What we're looking for: Bachelor's degree, or equivalent. 9+ years experience in Risk Management including working on cross-functional projects. Market risk management background with strong analytical skills and desk coverage experience. FRM qualification (preferred). Skills that will help you in the role: An entrepreneurial mindset and the motivation to develop new risk processes and frameworks. Strong attention to detail, project management experience and prioritization skills. Ability to effectively communicate with a wide range of stakeholders, both written and verbally. Confidence to take ideas forward and to challenge others, where appropriate, with experience in management by influence, facilitating and gaining consensus. Where will you be working? The role will reside within Firm Risk Management's Market Risk Department (MRD), which is responsible for the independent identification, analysis, reporting and escalation of all market risk exposures arising from EMEA business activities, acting independently of business management and providing an effective challenge process. The role sits within the Strategic Change & Data Strategy team and will report directly to the Global Head of Strategic Change & Data Strategy. Equal opportunities statement: Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries.

ISG - FO Risks and Controls page is loaded ISG - FO Risks and Controls Apply locations LN - 20 Bank St - HQ1 time type Full time posted on Posted 2 Days Ago job requisition id ISG - FO Risks and Controls Vice President London About Morgan Stanley Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Department Profile ISG has created an ISG Data Group (IDG) to provide single point of accountability for the full spectrum of data related commercial initiatives. This ranges from the defensive risk reduction aspects of data security (both internal and external), through operational efficiency from improving data quality, to helping enhance revenue through further leveraging our data assets for providing services to our clients. The ISG Divisional Data Office (DDO) is part of IDG and is responsible for the oversight and integrity of the data used for senior management, regulatory or client reporting, or used by internal controls. Using a risk-based prioritization methodology, the team is responsible for working with control groups to prioritize key data which may require improvements in the controls to ensure integrity of that data. Position Description Morgan Stanley is seeking a Vice President who will work with the rest of the Front Office Data team to review key front office processes and the associated control framework, identify any control gaps, and define remediation plans for these gaps. The ideal candidate would have a strong control mindset, good understanding of complex financial products and ideally would have worked in a control function like Risk Management, Audit, or a FO control unit. This role is not suitable for candidates with heavy data architecture background, applications developers, or candidates with predominantly a project management background. What will you be doing? Assess prioritization of various data initiatives Develop SME knowledge around key data governance processes and controls Conduct control coverage assessment, identify any control gaps, and develop remediation plans. Provide guidance & supervision to other team members. Track progress of the initiatives against timelines, provide status report to Senior Management and highlight risks and dependencies to meeting planned deadlines. What we're looking for: 10+ years of experience in the financial services industry. Experience in people/team management. Knowledge of financial products / asset classes / risk measures Knowledge of the trade lifecycle & F2B data lineage/data flow experience Strong risk and control mindset, background in an independent control function preferred. Project Management - ability to scope, plan, and execute projects. Ability to build & maintain credible relationships. Primary Responsibilities: Assess prioritization of various data initiatives Develop SME knowledge around key data governance processes and controls. Conduct control coverage assessment, identify any control gaps, and develop remediation plans. Provide guidance & supervision to other team members. Track progress of the initiatives against timelines, provide status report to Senior Management and highlight risks and dependencies to meeting planned deadlines. Certified Persons Regulatory Requirements: This role is deemed as a Certified role and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks. Flexible work statement: Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more. Equal opportunities statement: Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: 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. We're committed to bringing passion and customer focus to the business.

Executive Director & Portfolio Manager, ETF Capital Markets Executive Director & Portfolio Manager, ETF Capital Markets Apply locations LN - 20 Bank St - HQ1 time type Full time posted on Posted 7 Days Ago time left to apply End Date: February 19, 2025 (7 days left to apply) job requisition id Morgan Stanley Investment Management ("MSIM"), together with its investment advisory affiliates, has more than 1,200 investment professionals around the world and operates in 23 countries. Morgan Stanley Investment Management strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. For further information about Morgan Stanley Investment Management, please visit As part of the newly formed ETF Capital Markets team, he/she will work in collaboration with product, investment, and distribution teams to ensure the effective and efficient implementation of the ETF strategy. This role will act as the product subject-matter-expert for MSIM's UCITS ETFs. Furthermore, this individual will be critical in developing and maintaining strong relationships with Authorized Participants (APs), Market Makers (MMs) and other key partners, both inside and outside the firm. As a leading voice in shaping the strategic roadmap for ETF products, this individual will also be responsible for end-to-end product design, development, launch and ongoing oversight for ETFs in partnership with the broader MSIM teams. What you'll do in the role Partner with key stakeholders both internally and externally to prioritize and efficiently execute on new ETF product ideas that leverage the firm's investment capabilities. Maintain relationships with Market Makers, Authorized Participants and ETF Sales and Trading Desks. Engage with the sales team and clients in education and guidance of trading ETFs and the products' investment strategies. Educate market participants about new and existing products to promote product suite across the broker dealer community. Monitor Bid-Ask Spreads and Premiums across our product line and communicate issues with the Lead Market Makers. Act as a conduit between the Portfolio Management team and the Authorized Participants to assure a smooth create-redeem process. Provide clients and prospects, internal and external client facing salespeople with ongoing education and updates about our investment products. Own the ongoing product management to ensure the ETF product suite remains competitive and is properly positioned to address commercial growth opportunities. Keep abreast of major developments in the industry (i.e. regulations, tax, competition, etc.) that create new opportunities or challenges to our business. What you'll bring to the role Extensive experience in the asset management industry, specifically in domestic and international listed and OTC equities, with direct experience in ETF Capital Markets or ETF Portfolio Management. Deep knowledge of ETF mechanics, including the factors that drive ETF pricing, creation/redemption, liquidity and spreads, premiums, and discounts. Understanding of the institutional and retail trade flow process as well as the strategies, best practices, and electronic platforms each use to execute trades. Multi-asset knowledge across equities, fixed income, derivatives (futures, swaps, etc.) and FX. Understanding of current exchange and market structure environment and the ability to stay current on upcoming changes across key EMEA markets. Strong interpersonal skills. Strong communication and presentation skills. Proactive problem solver with a strong work ethic, strategic mindset, and commercial perspective. Familiarity with industry data, vendors, operating models, etc. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: 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. We're committed to bringing passion and customer focus to the business.

Global Financial Crimes Summer Analyst Programme Placement and duration The Financial Crimes Summer Analyst Programme is a 13-week programme that begins in June and is targeted at university students in their penultimate year. The curriculum includes an orientation of the Firm, senior management speaker seminars, social and networking events to build Summer Analysts' professional networks. Following completion of the Summer Analyst programme, successful analysts may be offered full time positions on the Financial Crimes Full Time Analyst Programme the following year. Training program The Program begins with a Firmwide induction with peers from other divisions. This is followed by two days of classroom-based training covering product and industry knowledge, personal effectiveness, technical training and team-building activities. Summer Analysts also receive considerable on-the-job training, a series of "Lunch & Learns," networking events and work-shadowing opportunities. Responsibilities To give the Summer Analyst a sense of what it's like to work in a fast paced environment like ours, they will be given substantive responsibilities with real impact. Specific responsibilities may include: Reviewing and responding to Anti-Money Laundering, Sanctions or Bribery and Corruption related business enquiries; Assessing the Financial Crime risks associated with potential and existing clients as well as the business activity of the Firm; Performing analysis of Financial Crimes related industry and regulatory developments; and Supporting Financial Crimes investigations; Application Process & Deadlines The deadline to submit an application is Sunday 21 November 2020. Please note we may also have some additional off-cycle positions available throughout the year, depending on business needs

Morgan Stanley is more than a leading financial services firm. With offices spanning 43 countries and talented, passionate people bringing excellence and integrity to everything we do, the firm is truly global. Throughout the firm's history, diverse and talented individuals have worked together to develop our new ideas and ground-breaking financial products for the benefit of clients. Using the Firm's proprietary technology platform, Morgan Stanley Fund Services (MSFS) provides a full range of fund administration services including daily accounting and financial reporting; transfer agency and investor services; middle- and back-office support; and integrated portfolio analytics. MSFS is supported by more than 700 professionals based in New York, London, Dublin, Mumbai, Bangalore, Glasgow and Hong Kong. The Programme is a paid, full time summer internship, that provides interns with a thorough overview of our industry, and the challenges and opportunities one can expect from a Morgan Stanley career, in addition to serving as a pipeline into our Full Time Fund Services Analyst Programme. Training begins with a Firmwide induction along with peers from other divisions of the Firm. This is followed by a series of sessions delivered by Talent Management. In addition to the initial training, Summer Analysts will also receive considerable on-the-job training, a series of "Lunch & Learns," networking events and work-shadowing opportunities. As a Summer Analyst, responsibilities may include: • Computation of monthly "Net Asset Value" (NAV) for hedge funds. • Daily processing and accounting of all fund security and financial transactions. • Daily reconciliation of fund's assets with custodians, prime brokers and counterparties. • Preparation of draft year-end Financial Statements. • Investor/Shareholder accounting and reporting, including multiple series and side-pocket accounting. Qualifications/Skills/Requirements: • You are an undergraduate student with outstanding academic achievements and are on track for a 2.1 honours degree or equivalent. • You have strong analytical and problem-solving skills. • You are a team player and excellent communicator. • You are able to multi-task and pay close attention to detail. • You are client-service oriented. The programme is anticipated to run for 13 weeks from June 2022.