Ultra High Net Worth Executive Financial Services Rule 10b5-1 Strategy Associate
Morgan Stanley · mumbai, India
financial analysisdue diligencemicrosoft excelmicrosoft powerpointinvestment bankingwealth managementexperienced
Job Description
Morgan Stanley is seeking an Ultra High Net Worth Rule 10b5-1 Strategy Associate to manage 10b5-1 trading plans and enhance strategy for the UHNW Desk. Responsibilities include providing educational support to Financial Advisors, maintaining records, and analyzing expansion opportunities. 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.
Skills Required
- financial analysis
- due diligence
- microsoft excel
- microsoft powerpoint
- investment banking
- wealth management
Location
City: mumbai · Country: India