RFP/RFI Support Senior Associate/Manager

RFP/RFI Support Senior Associate/Manager at Morgan Stanley

From global institutions to hedge funds, investors come to Morgan Stanley for sales, trading, and market-making services in almost every type of financial instrument in all the world’s financial markets. Morgan Stanley professionals use our network and technology to provide liquidity and sophisticated analysis, to manage risk and execute reliably in the fast-changing markets.

Morgan Stanley’s Institutional Equity Division (IED) is a world leader in the origination, distribution and trading of equity, equity-linked and equity-derivative securities. Our broad and deep client relationships, market-leading platform and intellectual insights enable us to be a world-class service provider to our clients for their financing, market access and portfolio management needs.

Global Markets Group is the offshoring arm of Morgan Stanley’s Sales & Trading businesses in India. It covers functions across IED ranging from those associated with sales, trading, analytics, strats to risk management.

Primary Responsibilities

The Global IED RFP/RFI team contributes to the success of sales and associated revenue generation through responding to our clients' Requests for Proposal ("RFP") or Requests for Information ("RFI"). The team manages the entire process: providing consistently high-quality responses and act as a single point of coordination across internal functions and groups. The team manages questionnaires that are related to equity products coming from prospective/existing institutional clients and supports the Cash/MSET COO as well by providing business support to the COO function.

The expected working hours will be 11:00 am (local time) - 8:00 pm (local time).

The key elements of the role are:

• Liaising with regional stakeholders to understand specific client requirements.
• Providing high quality responses that are relevant to the requirements and instructions specified by the client.
• Effective prioritization and time management skills.
• Assessing the RFP/RFI request, communicating progress and challenges with key stakeholders, and implementing quality checks before submitting the final document.
• Developing a global mindset and establishing good working relationships across multiple teams and locations.
• Contribute to update our database with all the responses shared: updating existing/new response created, documents shared to support response and other firm wide related updates.
• Continue to enhance own knowledge on the products and services we offer to our clients.
• Help manage and co-ordinate the client selection committee process for the EMEA MSET & HT desks across Cash and Listed Derivatives.

Skills Required (essential)

We are looking for a confident and outgoing person, who has exceptional attention to detail and is proactive in taking initiative.

• Graduate with 1 - 3 years of experience. MBA would be advantageous.
• Strong organizational skills with the ability to handle multiple requests under tight, short-term deadlines while meeting client requirements.
• Exposure/knowledge of different equity products is desirable.
• Excellent written & spoken English; Excellent business writing skills.
• Excellent telephone skills (regular phone contact with team required).
• Knowledge and extensive hands‑on experience with Microsoft Office - Word, Excel.
• Strong analytical skills.
• Attention to detail.
• Team work.
• Problem solving.

What You Can Expect From Morgan Stanley

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

Key skills/competency

• RFP/RFI Management
• Client Communication
• Equity Products Knowledge
• Business Writing
• Stakeholder Liaison
• Data Management
• Organizational Skills
• Time Management
• Analytical Skills
• Attention to Detail