Securities Based Lending International Document Specialist- Avp
Morgan Stanley UK
International formation documentation review
Securities-based lending credit facilities
Entity governance and organizational documents
The role involves reviewing account-opening and governing documentation for clients seeking securities-based loans within Morgan Stanley's Wealth Management segment
Job Summary
The role involves reviewing account-opening and governing documentation for clients seeking securities-based loans within Morgan Stanley's Wealth Management segment.
The specialist partners closely with Private Banking teams and outside counsel to validate the completeness of legal entities across key international jurisdictions.
Morgan Stanley offers a supportive environment with comprehensive benefits and opportunities for career advancement alongside top industry professionals.
Matching Summary
The role involves reviewing account-opening and governing documentation for clients seeking securities-based loans within Morgan Stanley's Wealth Management segment.
Skills & Requirements
Must-have
International formation documentation review
Securities-based lending credit facilities
Entity governance and organizational documents
Legal due diligence coordination with counsel
Bank account opening policy adherence
Nice-to-have
Bilingual proficiency in Spanish preferred
Interest in process improvement and automation
Client-focused mindset for positive experience
Experience with AI-enabled tools development
Key Requirements
At least 2 years of experience in Financial or Trade Services
Associate's or Bachelor's degree or equivalent work experience
Working knowledge of international corporate and fiduciary structures