Securities Based Lending International Document Specialist- Avp
Morgan Stanley
Review account-opening documentation
Review entity formation documentation
Review governing documentation
The International Documentation Specialist is responsible for reviewing account‑opening, entity formation, and governing documentation for clients seeking to obtain securities‑based loans
Job Summary
The International Documentation Specialist is responsible for reviewing account‑opening, entity formation, and governing documentation for clients seeking to obtain securities‑based loans.
The Specialist partners closely with Private Banking and Client Advisor teams to obtain required organizational and corporate documentation for client legal entities and to coordinate the due diligence review of such entities with the appropriate legal resources.
Support the development, testing, and refinement of AI‑enabled tools (including workflow automation and agent‑based solutions) designed to enhance documentation accuracy, efficiency, and scalability across the International Documentation function.
Matching Summary
The International Documentation Specialist is responsible for reviewing account‑opening, entity formation, and governing documentation for clients seeking to obtain securities‑based loans.
Skills & Requirements
Must-have
Review account-opening documentation
Review entity formation documentation
Review governing documentation
Securities-based loans
International jurisdictions
Legal due diligence coordination
Nice-to-have
AI-enabled tools development
Process improvement interest
Client-focused mindset
Collaborative fast-paced environment
Key Requirements
At least 2 years of experience in Financial or Trade Services, International business and/or Legal
Associate’s or Bachelor’s degree, or equivalent relevant work experience
Working knowledge of international legal entity documentation