Contractual Terms Risk Management - ISG Management - Associate/VP
Morgan Stanley · New York, NY · 2 wk ago
Finance$100k–$150k/yrFull-time
Primary Responsibilities
- Risk Management & Analysis
- Assess, interpret, and challenge contractual provisions across a wide range of trading agreements (e.g., ISDA, CSA, Prime Brokerage, Repo, Securities Lending)
- Identify risk implications of negotiated terms and escalate to Risk, Credit, and senior stakeholders as appropriate
- Provide subject matter expertise on contractual risk exposures, including during counterparty onboarding and lifecycle events
- Data & Strategic Initiatives
- Drive the capture, quality, and expansion of structured contractual data across Firm systems
- Contribute to initiatives aimed at transforming legal agreement data into scalable, consumable datasets for risk, trading, and regulatory use cases
- Partner with Technology and Strats on initiatives to enhance data models, workflows, and automation
- Stakeholder Engagement
- Serve as a key point of contact across Risk, Credit, Legal, Sales & Trading, Operations, and Finance
- Lead preparation and coordination of materials for counterparty risk and credit escalation forums
- Influence stakeholders by clearly articulating the business and risk impact of contractual terms
- Business & Operational Oversight
- Provide oversight and escalation support for core CTRM processes, including but not limited to:
- Trading without documentation
- Monitoring of key contractual provisions
- Ad hoc reviews of counterparty documentation
- Data quality and governance controls
- Respond to time-sensitive issues and deliver clear, actionable recommendations under tight deadlines
- Ability to effectively manage various projects and deadlines, including tracking and coordinating responses to internal and external requests with minimal oversight
- Desire to build relationships with senior stakeholders in the Sales and Trading business, Counterparty Risk, Credit, Legal, Compliance, Operations, and Finance, among other support functions
- Highly motivated self-starter with the ability to work under pressure and prioritize competing deadlines
- Ability to work on challenging assignments in a dynamic environment, synthesize information, gather relevant facts and reach logical conclusions
- Excellent written and oral communication skills, as well as the ability to present ideas concisely and tailor messaging to various stakeholders
- Fast Learner with the ability to absorb new concepts and knowledge quickly
- Strategic thinker with experience coordinating and collaborating with multiple stakeholder groups
- 5+ years’ experience in negotiating a cross section of trading agreements, including in-depth knowledge of the various provisions contained in these agreements and their negotiability
- Knowledge of and proficiency around the underlying products traded also preferred
- Knowledge of financial services sector preferred
- Proficiency with Microsoft Office and Microsoft Teams
- Bachelor’s degree required; JD or equivalent legal background preferred