Teams at Morgan Stanley

Negotiate, draft, and execute trading agreements for institutional clients, including ISDA, securities lending, prime brokerage, derivatives, clearing, and confidentiality agreements. Serve as the primary client and counsel contact, collaborate with Sales, Trading, Legal, Risk, Credit, and Onboarding teams, and advise clients on industry rules and regulations. The role requires substantial trading documentation experience, legal expertise, contract drafting skills, and a J.D.

Develop and manage institutional asset-owner relationships across the West Coast, driving fundraising for public and private-market investment strategies. Tailor solutions to client objectives, collaborate with consultant relations, marketing, product specialists, and portfolio managers, and support fund marketing initiatives. The role requires strong institutional sales expertise, investment-market knowledge, communication and organizational skills, travel as needed, FINRA Series 7 and 63 licenses, and mentorship of junior professionals.

Develop and enhance internal audit methodology, guidance, tools, and training across the Internal Audit Department. Advise audit teams throughout the audit lifecycle, support regulatory inquiries, monitor professional and regulatory developments, and contribute to strategic initiatives improving audit quality and consistency. The role also involves methodology reviews, continuous improvement, stakeholder collaboration, project coordination, and managing multiple deliverables.