Ultra High Net Worth Executive Financial Services Rule 10b5-1 Strategy Associate
Morgan Stanley · mumbai, India
financial analysisdue diligenceinvestment bankingwealth managementdata analysismicrosoft excelmicrosoft powerpointexperienced
Job Description
As an Ultra High Net Worth Rule 10b5-1 Strategy Associate, you will manage 10b5-1 trading plans and enhance strategy for the UHNW Desk. Responsibilities include maintaining records, providing educational support, and analyzing expansion opportunities for the desk. Strong data analysis and Microsoft Office skills are essential.
Qualifications
Prior experience in Capital Markets, Investment Banking/Origination, Wealth Management. FINRA Licenses: Series 7 & 63 required. Strong presentation, negotiation, oral and written communication.
Skills Required
- financial analysis
- due diligence
- investment banking
- wealth management
- data analysis
- microsoft excel
- microsoft powerpoint
Location
City: mumbai · Country: India