Financial Planning Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.
Compensation
Salary range for the position: $75,000 - $125,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component.
Responsibilities
Cultivating relationships with business partners and colleagues, including Financial Planning Directors and other specialists
Supporting the FA/PWA/team in enhancing new and existing client relationships through an exceptional client experience
Utilize the Firm’s financial planning tools and work with FAs/PWAs/teams to enhance client relationships and generate financial plans
Help build and establish a repeatable and scalable planning process for FAs/PWAs/team as a part of their book of business
Participating in existing client and/or prospective client meetings to review financial plans, representing the service lens
Requirements
4-year college degree or professional certification preferred
Nice to have: Willingness to obtain Certified Financial Planner (CFP) and/or Certified Private Wealth Advisor (CPWA) designation
As a Trading Services Associate, you will be responsible for understanding trading structures to accurately capture all transactions, complete reconciliation checks, and ensure controls are performed.
Responsibilities
Timely and accurate capture of all transactions in the Risk Management Systems.
Complete intraday and end-of-day processes, including completeness and reconciliation checks, to ensure new trading activity and general book management are processed accurately.
Collaborate closely with Operations functions and infrastructure groups to support a ‘one team approach’.
Ensure all controls are diligently performed, completed, and signed off on a timely basis.
Communicate clearly and concisely with all support teams to ensure the timely and efficient resolution of queries.
Senior Analyst / Associate in Debt Advisory advising corporate, private equity, infrastructure clients on acquisition financing, refinancing, project financing, and capital-structure solutions.
Compensation
Competitive compensation and attractive benefits
Responsibilities
Day-to-day project management internally and in coordination with the client as well as with other advisers
Lead financial and documentation analysis in collaboration with senior team members, focusing on situation analysis, financing proposal preparation/analysis, and subsequent transaction implementation
Coordinate lenders’ due diligence and Q&A requests in light of the overall transaction timeline
Build, coordinate and review financial models created by junior team members
Proactively generate marketing ideas and maintain dialogue with clients, creditors and key industry participants at an appropriate level
Requirements
Bachelor’s / Master’s degree in Finance, Economics or a related field
The xVA Trading Desk is looking for an Associate or Vice President level Trader to price and risk manage counterparty, funding and collateral risks associated with OTC derivatives for Morgan Stanley’s Fixed Income Division.
Compensation
Expected base pay rates for the role will be between $150,000 and $200,000 per year at the commencement of employment for Associate and between $160,000 and $250,000 at the commencement of employment for Vice President.
Responsibilities
Evaluate and price credit and funding as well as collateral optionality
Risk manage the existing derivative portfolio by executing trades and optimizing portfolio hedges
Execute transactions for hedging of xVA risks in accordance with desk procedures
Manage day-to-day issues of trading book; P&L review and sign-off, trade bookings, new trade fees etc.
Provide feedback to functional groups related to derivative risks arising from ISDA terms
Requirements
Bachelor or Masters in a quantitative field such as Math, Engineering or Science
The Client Administrator will join our Client Admin Financial Planning team in Bracknell, providing full administrative support to Financial Planners and building relationships with clients to deliver a positive and sleek client experience.
Responsibilities
Work closely with aligned Financial Planners to deliver excellent client outcomes
Build relationships with clients and maintain regular contact
Liaise with operational teams for support activities such as scripts, transfers, corporate actions, static data changes
Prepare meeting packs and valuations as required
Maintain back-office systems and client records in line with company policies
Associate in Capital Markets operations supporting global markets, handling transfer agency, registrations, employee share plans, and settlement dealing.
Locations (3)
Mumbai, Maharashtra, India
Pune, Maharashtra, India
India
Responsibilities
Process transaction related to transfer agency, registrations, static updation, employee share plans and settlement dealing
Maintain relevant systems and databases
Prepare client responses, presentations and reports
Respond to clients through agreed mode as per deadline
Ensure compliance with legislative, procedural, industry, financial and client specific procedures
Requirements
Bachelor's or master's degree in business, finance or banking
Trading Support Senior AssociateJPMC Candidate Experience page · Brazil
Associate, CMCareers @ MUFG Pension & Market Services · Mumbai, India+2 more