NY Equity Documentation Group , Vice President, Institutional Equity Division
This role is in Mumbai and requires working with the NY Equity Documentation Group based in New York. The role will require a fast-learning, dynamic, pro-active, and self-motivated person to assist the team in its day-to-day activities.
The current opening is for a professional within the NY team based in Mumbai, with responsibility for documentation aspects of OTC derivative transactions, prime brokerage, cash and stock-lending transactions in the NY region.
Institutional Securities Documentation (ISD) is a global team based in several locations (including New York, London, Hong Kong, and Tokyo). The NY equity documentation group is part of global ISD and is comprised of a group of negotiators with legal backgrounds (i.e. practicing lawyers in HK/UK/NY; and/or as holders of law degrees/master’s in law). Within the NY IED we are part of the risk function and we support the equity businesses and handle documentation for prime brokerage and listed derivatives, over-the-counter on equity swaps/options (vanilla and exotic) on global equity underlying, stock-lending, warrants issuance, cash trading, equity research, regulatory remediation and subsets of documentation relating to our coverage areas.
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, associated to sales, trading, analytics, strats, risk management and documentation.
What you'll do in the role:
Manage the team of lawyers on the ground, co-ordinate with stakeholder on team dynamics, work management and allocations. Grooming/ training of team
Draft, negotiate and execute (including amendments to) master derivatives agreements, including but not limited to ISDA, VM CSA, IM CSA, equity swaps /options and prime brokerage related documentation.
Review and analyze constitutional documents of the client, to establish their capacity and authority capabilities for entering derivative transactions with Morgan Stanley.
Review and analyze capacity and authority legal opinion from external counsel and highlight issues to Risk and Legal for approvals where applicable.
Work closely with MS internal stakeholders, to obtain approvals on deviated terms identified in negotiable agreements, with clear implication on deviated terms to enable internal stakeholders to make informed decisions.
Handle business unit’s queries on the terms of documentation ISD handles.
Participate in globally or locally led projects related to documentation requirements.
Undertake tasks directly related to the coordination and lifecycle management of the clients’ agreements and act as the primary point of contact for the clients for all tasks originating from the NY region.
Responsible for administering and facilitating the agreement execution process; maintain and update clients’ contract database/systems; attend to day-to-day coordination among internal procurement and legal teams with respect to such contracts; and perform due diligence to ensure contract terms and conditions as well as information of the parties is reflected in the client’s contract database/systems.
What you'll bring to the role:
Law graduate with relevant 13+ years of experience in financing/derivatives is preferred.
Experience in team management will be preferred.
In-house documentation negotiation experience or paralegal experience in corporate law firm is preferred.
Excellent oral and written communication skills. Prepared to speak to clients (internal and external) at all times.
Proficiency in English is a must. Good team player with potential to lead a team.
Solid quantitative skills and strong interest in business, economics, and law.
Willingness and ability to provide quality service to the Firm's clients and to promote and enhance the Firm franchise.
Willingness to work in dynamic environment and the ability to excel under pressure.
Proficiency and interest in technology and systems development.
Organized, pro-active, ability to multi-task and work efficiently, detail-oriented, and self-sufficient.
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.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
Skills Required
- Law graduate with 13+ years of experience in financing/derivatives
- Experience in team management
- In-house documentation negotiation experience or paralegal experience in a corporate law firm
- Excellent oral and written communication skills; prepared to speak to internal and external clients
- Proficiency in English
- Solid quantitative skills and strong interest in business, economics, and law
- Proficiency and interest in technology and systems development
- Organized, proactive, able to multi-task, detail-oriented, and self-sufficient
Morgan Stanley Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Morgan Stanley and has not been reviewed or approved by Morgan Stanley.
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Parental & Family Support — Family support is extensive, with paid parental leave for all parents, adoption and fertility assistance, backup childcare, and eldercare resources. Feedback suggests these programs meaningfully enhance the overall package and help with retention.
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Healthcare Strength — Health coverage spans medical, dental, vision, mental‑health access, care navigation, and expert second opinions. Convenient primary care access and condition‑specific support reinforce the depth of healthcare coverage.
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Equity Value & Accessibility — Equity compensation and stock ownership are positioned as core motivators that encourage commitment and retention. Feedback suggests education and support are provided to help participants manage equity and related financial benefits.
Morgan Stanley Insights
What We Do
Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its 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 its more than 60,000 employees in 1,200 offices across 41 countries.









