Morgan Stanley

Lead consulting engagements to support clients with equity compensation expensing and financial reporting using specialized software tools. | 7+ years in accounting, SEC reporting, FP&A or equity compensation with strong client service, leadership, and technical skills in equity compensation accounting. | Introducing Morgan Stanley at Work: We know a lot about investing and are certain there's no better investment a company can make than in its employees. People don't just drive a company;they are the company.Sowhen people work at their best, companies do too.Morgan Stanley at Work, a division of Morgan Stanley Wealth Management, provides workplace financial solutions that build employee financial confidence, foster loyalty and help our corporate clients attract and retain top talent. Our end-to-endofferingspans Equity, Financial Wellness and Retirement Solutions. Plus, we provide all employees with Financial Empowerment, so they have the knowledge, tools and support needed to make the most of their workplace financial benefits. What you'll be part of - our Morgan Stanley at Work culture: At Morgan Stanley at Work, wewalkthe talk. We have created a place for our employees to learn, achieve and grow - a place for people to build a career where you can thrive both personally and professionally. We are passionate about exceeding our clients' expectations and helping them succeed.We are fearless in taking on new challenges that deliver exceptional results.We believe amazing things can happen when we work together in an environment where everybody has a true sense of belonging and their ideas are heard. We value differences and are committed to providing a work environment where our people can do their best work. Welookfor people who are problem solvers, empathetic listeners, team players and inclusive leaders.We are committed to your growth and development, and your entire employee experience. We recognize that our people and culture are the keys to our success. We invite you to explore how you can be an integral part of our team. U.S. Public Equity Solutions: U.S. Public Equity Solutions is responsible for the engagement, onboarding and day-to-day service management of corporate clients and their equity administration plan terms and associated service offerings. Financial Reporting Solutions - Senior Consulting ManagerRole: TheFinancial Reporting Solutions - Senior Consulting Manager is part ofthe Financial Reporting Solutions Practice within the Morgan Stanley at Work organization. The Financial Reporting Senior Consulting Manager does not provide accounting, tax or legal advice as part of the consulting services that his or her team provides. This position willreportintothe Practice Leader for Financial Reporting Solutions. The Financial Reporting Solutions - Senior Consulting Manager is a subject matter expert in equity compensationexpensingand financial reporting. In this role, you will serve as a dedicated resource to multiple clients, assisting them with utilizing Equity Edge Online (EEO) orShareworksfor theirexpensingand financial reporting needs. Client's needs and challenges vary; you will often interpretclient'sreporting and data requirements to determine how to best meet the desiredexpensingin EEO orShareworks. The Senior Consulting Manager may also need to troubleshoot and determine the root cause of a client's equityexpensingand reporting issue(s). A large component of the role is customerservice followed by training and transfer of EEO orShareworksand equity knowledge to the client, as well as supporting internal partners. This role includes opportunities to present at conferences, client meetings, and deliver virtual presentations on equity compensation and Morgan Stanley at Work's tools and services. The Financial Reporting Solutions - Senior Consulting ManagerResponsibilities: • Provides a clear, compelling and articulate explanation of our financial reporting value proposition to prospective and/or existing clients • Develops and maintains strong working relationships with key business decision makers • Developskey industry contacts that will assist in building effective relationships and support the close of sales or strengthen existing client relationships • Helps identify services to meet client needs, define methodologies and best practices to deliver those services, and participate in industry events as a subject matter expert • Identifies and document FAQs and solutions for financial reporting topics and best practices • Createsmaterials and conduct internal training to expandShareworksandEEO financial reporting knowledge • Assists with external documentation and training efforts to enhance client's reporting experience • Researches, reconciles and resolves reporting issues submitted byclients Qualifications: • Bachelor's degree in Accounting, Finance, or business-related field is required, with aMaster'sdegree as a plus • 7+ years of combined experience in public accounting, SEC reporting, FP&A and/or equity compensation • Experience in customer service and/or a client-facing role with a strong aptitude for understanding and responding to client needs with innovative solutions based on knowledge of businesses, products, services and external factors (e.g., regulatory, economic, and industry trends) • Effective in training and developing other team members in complex reporting solutions • Proven technical, client engagement, and project leadership skills • Keenfocuson client satisfaction, striving to meet and exceed the expectations of clients while building strong relationships and developing guidelines to improve client interactions • Strong organizational skills with the ability to multi-task across multiple assignments • Excellent verbal and written communication skills in a variety of client settings, articulately answering client questions and requests • Strong leadership skills, supporting other consultants by leading by example and creating an inclusive team environment • Proven ability to influence cross-functional teams without formal authority • Ability to proactively identify potential risks and issues along with solutions, independently engaging resources to problem solve • Displays a continuous improvement approach and encourages others to do the same • Self-directed and resultsorientedby setting clear and realistic goals to address client needs and exceed service delivery expectations • Strong technical understanding of equity compensation (ASC 718) accounting and reporting requirements • Knowledgeable about equity-related accounting, tax, and legal concepts, both domestic and international in scope • Strong teamwork skills with the ability toproblem solve, learn quickly, share knowledge, and adapt to changing priorities • Enthusiastic and creativeindividualwhoiscomfortable with rapidly engaging in new client environments and seeking new and more effective methods to communicate with clients • Knowledgeable onShareworks,Equity Edge Online and/or other stock plan administration systems • Experienced with complex share and expense reconciliations and analysis of differences • Ability and willingness to travel up to 10% • CPA preferred While we thank all applicants for their interest, please note that only those individuals selected for an interview will be contacted 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. Expected base pay rates for the role will be between $100,000 to $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. 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.

Lead design and onboarding of vulnerability reporting and patch delivery workflows and oversee SDLC architecture hardening. | Requires senior principal engineer/executive director level with expertise in complex security engineering and automation workflows. | Senior Principal Engineer role will lead the design (both vendor side and Morgan) onboarding, and develop workflow automations for Helios vulnerability reporting to patch providers/patch retrieval and delivery to developers workflows. Will lead the Secure from the Start program architecture hardening SDLC workflows and actions. 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.

Lead design and development of client-facing applications and APIs as a senior technical contributor. | 8+ years full-stack development, 4+ years cloud-native (Azure/AWS) and ASP.NET Core experience, solution architecture, Agile delivery. | ABOUT MORGAN STANLEY Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com. ABOUT PARAMETRIC Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings. This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week. ABOUT THE TEAM The Digital team at Parametric: We are responsible for the development of Parametric's client and partner web portals which support and enhance our client experience. We are building a robust Api platform to support client and partner integration and straight-through-processing of client servicing requests We have an extensive product roadmap to deliver innovative investment tools, client servicing and rich portfolio/account level reporting through an online experience. ABOUT THE ROLE We are looking for a senior technical contributor who is passionate about agile software development and collaborative delivery. This individual will help design and deliver high-quality, client-facing systems of engagement that support and enhance the overall client experience. The Lead Software Engineer will provide technical leadership, architectural guidance, and hands-on engineering contribution across delivery teams. This role will collaborate closely with product, business, architecture, and engineering partners to design, develop, deliver, and support new and existing technology solutions. This is an individual contributor contractor role and does not include responsibility for managing employees. PRIMARY RESPONSIBILITIES Serve as a senior technical contributor and technical owner for one or more major sub-systems within the Digital Platform. Collaborate with business partners, product managers, architects, and engineering teams to understand strategic objectives, functional requirements, and acceptance criteria. Provide technical leadership for the design and development of custom product features on the Digital roadmap. Enhance the client experience by building engaging, performant, secure, and resilient applications and APIs. Design and/or redesign solution architecture to improve system performance, scalability, maintainability, and resiliency. Develop high-quality, well-tested software aligned with engineering standards and delivery timelines. Contribute to automated testing through unit, integration, and functional test suites. Conduct code reviews and provide technical feedback to other developers. Contribute to the evolution of platform architecture to make it more flexible, testable, scalable, and easy to maintain. Collaborate effectively with globally distributed teams while operating as a senior individual contributor. Continuously learn, innovate, and apply best practices while meeting product delivery targets. JOB REQUIREMENTS 8+ years of full-stack web application development experience with a proven track record of delivering well-architected and well-written software solutions. 4+ years of Azure and/or AWS cloud-native development experience; PaaS experience preferred. 4+ years of experience in web and REST API development using ASP.NET Core. Experience collaborating with globally distributed engineering teams. Experience with OIDC and OAuth2 for implementing web authentication and authorization. Experience with SQL and NoSQL database platforms; MongoDB experience preferred. Experience configuring CI/CD pipelines; Azure DevOps preferred. Experience building event-based and microservice-style architectures. Experience with Git source control and Gitflow fundamentals. Experience contributing to automated test suites, including unit and integration tests. Experience working in Agile delivery models such as Kanban or Scrum. Strong communication skills and ability to demonstrate understanding of business goals. Proven experience contributing to the design and delivery of product features on a public web application. Strong technical leadership skills, including solution architecture using cloud-native services, collaboration, communication, quality ownership, and accountability. Successful track record of designing, developing, implementing, and delivering applications and services that meet business goals and technology objectives. Ability to translate strategy and requirements into tactical technical plans and delivery outcomes. Creative, self-motivated, and comfortable working independently as well as collaboratively within a team. Ability to work effectively in a fast-paced environment with shifting priorities. High ethical standards, integrity, and commitment to quality. Bachelor’s degree in Computer Science or a related area of study preferred. Financial services and technology experience is a plus. Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their 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. Expected base pay rates for the role will be between $115,000 and $225,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. 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. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do

Provide client support and administrative assistance to financial advisors, including managing client relationships, executing transactions, and preparing materials. | Requires high school diploma or college degree preferred, strong organizational and interpersonal skills, and willingness to obtain securities licenses. | Position Summary Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES And RESPONSIBILITIES CLIENT SUPPORT Provide Service Coverage For a FA/PWA/team Including • Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and/or FA/PWA • Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit) • Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) • Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems • Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs/PWAs/teams • Supporting the FAs / PWAs / teams’ marketing strategy (e.g., website maintenance) • Assist FAs / PWAs/ teams in delivering against their business plan and client service model • Remaining current on all policies, procedures and new platforms • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management Administrative Support • Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed) • Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) • Maintaining travel itineraries, preparing expense reports and managing the reimbursement process • Assisting with general in-office support functions such as copying, filing and scanning documentation • Preparing and submitting expense reports for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, And SKILLS Education and/or Experience • High School Diploma/Equivalency • College degree preferred • Industry experience is a plus • Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Knowledge/Skills • Detail orientated with superior organizational skills and ability to prioritize • Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) • Exceptional writing, interpersonal and client service skills • Strong time management skills • Team player with the ability to collaborate with others • Ability to work in a fast-paced, evolving environment • Adaptable and ability to multi-task • Goal oriented, self-motivated and results driven Reports To • Business Service Officer 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. Expected base pay rates for the role will be between $34,320 and $90,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. 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.

Lead development and scaling of innovative impact investing solutions and oversee private markets research and client engagement. | Bachelor's degree with 10+ years in financial services, strong investment judgment, senior client-facing presence, and team leadership in complex approval processes. | Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. The Global Investment Office (GIO), led by Wealth Management's Chief Investment Officer, is a team of investment and research professionals dedicated to helping Morgan Stanley Wealth Management Financial Advisors with investment advice and implementation. The Investing with Impact team within GIO is responsible for leading the creation, development and execution of investment strategies, solutions, tools and reporting to deliver holistic wealth solutions for individual and institutional clients that seek to generate both market-rate returns and positive environmental and social impact. Job Summary: The Institutional Innovation Lead will be responsible for leading and continuing to build out innovative impact and sustainable investing solutions for institutional and sophisticated private wealth clients, with a particular focus on Impact Private Markets and alternative investments. This is a senior, client-facing and strategic role. The individual will lead the team responsible for impact private markets research, alternative investment due diligence, impact-first product innovation, thematic thought leadership, impact reporting strategy, and institutional client engagement. The role requires strong investment judgment, commercial orientation, client presence, and the ability to work cross-functionally across investment teams, asset managers, Financial Advisors, Legal, Risk, Compliance, Operations and senior leadership. We are looking for an exceptionally talented individual with a clear passion for using capital markets to scale solutions to global and domestic economic, environmental and social challenges. The successful candidate will be equally comfortable reviewing private markets strategies, engaging with asset managers, advising on client strategy, shaping a thematic research agenda, and leading a team through complex approval and innovation processes. Responsibilities: Platform leadership, strategy and innovation Lead the Institutional Innovation agenda for Investing with Impact, with a focus on building and scaling innovative impact and sustainable investing solutions for institutional and sophisticated private wealth clients. Help shape the strategic roadmap for the Impact Private Markets platform, including priority themes, product gaps, manager engagement, client demand and areas for future innovation. Partner with internal stakeholders across Legal, Risk, Compliance, investment teams, product, platform and other control partners to move new ideas from concept to approval and implementation. Alternatives research, due diligence and manager engagement Lead the team responsible for Impact Private Markets research, impact-first alternatives product evaluation, thematic innovation and related client and advisor engagement. Oversee diligence and approval work for impact-focused alternative investment funds and private markets opportunities, partnering closely with GIMA, investment due diligence teams, Legal, Risk, Compliance and platform partners. Develop and maintain rigorous standards for evaluating private markets strategies, including investment merit, impact credibility, manager quality, risks, client fit and platform relevance. Build and deepen relationships with asset managers, general partners and strategic partners across impact private markets and alternatives; source and evaluate new ideas that may enhance the platform. Impact reporting and client-facing insights Work with team leadership to drive the strategic vision for impact reporting in private markets, including how reporting can be more useful, credible, scalable and compelling for clients and advisors. Help translate complex impact themes, manager activity and client outcomes into clear, high-quality insights, reporting and narrative that can support client engagement. Advisor, client and field engagement Act as a senior client-facing representative of the Impact Private Markets and Institutional Innovation platform with institutional clients, sophisticated private wealth clients, Financial Advisors and internal partners. Partner with advisors and relationship teams to identify client needs, deliver tailored insights and translate client feedback into priorities for manager research, innovation, reporting and thought leadership. Help ensure advisors understand what the team is building, why it matters and how to communicate impact private markets opportunities effectively with clients. Oversee the development of clear, compelling materials for advisors, clients and internal teams, partnering with communications, marketing, field engagement and distribution colleagues. Distribution, CRM and commercial discipline Help build a more systematic approach to current clients, prospects, advisor engagement, CRM and pipeline tracking. Partner with current and future distribution resources to support commercialization of the institutional alts and impact private markets platform, including advisor and client targeting, follow-up, events and sales enablement. Industry presence and external partnerships Help identify which external events, industry forums, asset manager relationships and sponsorship opportunities are most worth pursuing and aligned with platform growth. Represent the team with external partners and industry participants, connecting external engagement back to client needs, investment priorities and business objectives. Team leadership and cross-firm partnership Manage and develop team members, set priorities, allocate resources and create leverage through clear processes, decision frameworks and repeatable approaches to diligence, client engagement and platform development. Engage with partners across the Firm including Investment Solutions, Technology, Marketing, Legal, Risk, Compliance, the Global Sustainability Office and the Institute for Sustainable Investing. Qualifications: Bachelor's degree; Master's degree, MBA or CFA strongly preferred; focus on sustainability, impact investing or private markets a plus. 10+ years of work experience in financial services, private markets, alternative investments, impact investing, sustainable investing, institutional investing, investment research, product strategy or a related field. Strong understanding of private markets and alternative investment structures, manager due diligence, institutional client needs and investment approval processes. Demonstrated ability to evaluate investment strategies through both financial and impact-oriented lenses, including assessment of manager quality, risk, client fit and impact credibility. Proven track record in client service and relationship management, especially with complex clients, senior advisors, asset managers and multiple internal stakeholders. Credible senior presence with the ability to engage with institutional clients, sophisticated private wealth clients, asset managers, Financial Advisors and internal leadership. Experience leading teams, managing complex projects and influencing across a matrixed organization. Familiarity with ESG data, impact measurement frameworks, impact reporting approaches and sustainable investing products across public and private markets. Understanding of impact measurement and management best practices in private markets; familiarity with impact-first investing, catalytic capital or blended finance strongly preferred. Excellent communication skills, including the ability to make complex investment ideas clear, compelling and actionable in both written materials and presentations. Strong commercial judgment and ability to connect investment ideas to client demand, advisor engagement and business growth. Ability to manage multiple deadlines and priorities, including both short-term client requests and long-term strategic initiatives. Strong PC skills, especially PowerPoint and Excel; experience with financial market data sources such as Bloomberg, Morningstar or FactSet a plus. Experience navigating a large firm and building consensus among various business units preferred. Series 7 and 63 required within first 90 days. 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. Expected base pay rates for the role will be between 175,000 and 265,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. 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. At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society. What We Do

Lead origination, structuring, and execution of private share lending transactions coordinating multiple stakeholders. | Requires 8-10 years in private bank lending or structured finance with strong credit and deal structuring expertise. | Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management, and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, achieve, and grow. A philosophy that balances personal lifestyles, perspectives, and needs is an important part of our culture. We are seeking an Executive Director Transactor to help grow our Private Share and Programmatic Lending (PSL) business within the Private Bank. This new senior role will originate and structure liquidity solutions for employees and executives of Morgan Stanley’s key institutional and corporate clients, with a primary focus on private company stock and other alternative asset collateral tied to employment. The Executive Director Transactor will serve as the central coordinator across Issuers (corporate clients), internal Morgan Stanley teams, and third-party funding sources (including hedge funds and private equity firms) to arrange participation and syndication structures. In addition to transaction execution, the role will drive business development, build strategic relationships with corporate issuers and capital providers, and contribute to the overall growth and positioning of the PSL platform. Position Summary The Executive Director Lending Transactor will act as a senior product and sales partner to Private Bankers, Private Wealth Financial Advisors, the Morgan Stanley at Work team, and PSL leadership. This individual will lead the origination, structuring, and execution of Private Share Lending transactions while coordinating complex, multi-party deals involving corporate issuers and external capital providers. The role requires strong commercial acumen, deep credit and structuring expertise, and the ability to navigate relationships across issuers, internal stakeholders, and third-party investors. Responsibilities Will Include • Lead the origination and structuring of Private Share Lending transactions by identifying opportunities with corporate issuers and their employees/executives, assessing alignment with approved PSL programs, and coordinating across internal and external parties. • Serve as the primary point of coordination between Issuers (corporate clients), Morgan Stanley banking and wealth management teams, Credit Risk Management, and third-party funding sources to structure and execute participation, syndication, or co-lending arrangements. • Perform comprehensive due diligence on lending opportunities, including evaluation of the client’s financial profile, analysis of proposed collateral (with particular focus on late-stage private company stock), and assessment of issuer credit quality and market factors that may impact valuation. • Identify key risks and mitigants, develop creative and effective deal structures, and negotiate term sheets in coordination with internal partners and external capital providers. • Manage the preparation of high-quality credit memoranda that clearly articulate transaction rationale, issuer credit analysis, collateral considerations, strengths, risks, mitigants, and proposed structures for internal approval and external investor discussions. • Efficiently manage the full transaction lifecycle—from initial opportunity through credit approval, documentation, closing, funding, and ongoing monitoring—ensuring seamless coordination with all internal and external stakeholders. • Build and maintain senior-level relationships with corporate issuers and key decision-makers to generate pipeline and deepen Morgan Stanley’s position in the private share lending market. • Develop and manage relationships with third-party capital providers (hedge funds, private equity, and other institutional investors) to expand funding capacity and optimize participation structures. • Actively manage and grow a robust deal pipeline while balancing competing priorities and client/third-party expectations. • Represent the PSL team in internal forums, client meetings, and external industry events to increase product awareness and originate new opportunities. • Mentor and develop junior colleagues on the team, contributing to a high-performing, collaborative culture. • Lead or support strategic initiatives and projects aimed at enhancing deal flow, improving operational efficiency, expanding third-party funding relationships, or refining PSL product offerings. Qualifications • Minimum 8–10 years of relevant experience in private bank lending, alternative asset lending, structured finance, or investment banking with a focus on complex lending transactions and/or capital markets distribution (experience with private share lending, employee liquidity programs, or similar products strongly preferred). • Proven track record of originating and structuring sophisticated lending transactions, including experience coordinating or syndicating with third-party capital providers. • Bachelor’s degree required; Master’s degree, CFA, or other relevant professional designation preferred. • Strong ability to read, interpret, and analyze corporate financial statements, private company information, and collateral valuation dynamics. • High level of focus on work quality, attention to detail, and accuracy in credit and structuring analysis. • Exceptional written and verbal communication skills, with the ability to clearly and professionally articulate complex credit assessments, deal structures, and recommendations to sophisticated internal and external audiences (including corporate issuers and third-party investors). • Strong executive presence and interpersonal skills to build and maintain senior-level relationships with corporate clients, issuers, and external capital providers. • Demonstrated creativity, sound judgment, and problem-solving ability in structuring complex, multi-party transactions. • Ability to balance commercial and revenue objectives with appropriate risk management and Morgan Stanley credit standards while delivering solutions that meet client and issuer needs. • Significant accounting, finance, and credit knowledge. • Proven ability to manage multiple complex transactions simultaneously, meet deadlines, and effectively manage expectations across diverse internal and external stakeholders. • Strong leadership and mentoring capabilities with experience developing and guiding junior colleagues. • Ability to collaborate effectively in a matrixed, team-oriented environment across business units and functions. • Proficiency with Microsoft Excel, PowerPoint, and internal credit and origination systems/tools. • Comfortable operating in a fast-paced, evolving product and market environment with a high degree of initiative and ownership. 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. Expected base pay rates for the role will be between $150,000 and $250,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. 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.

Lead residential mortgage and consumer portfolio risk management, strategy, and team leadership. | Extensive residential mortgage risk management experience, strong leadership, analytical skills, and relevant degree. | Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. The Fixed Income Division is comprised of Interest Rate and Currency Products, Credit Products and Distribution. Professionals in the Division assess and actively manage risk, trade securities, and structure as well as execute innovative transactions in the fast-paced and constantly changing global markets. Morgan Stanley FID Secured Lending (“FSL”) is seeking an Executive Director to lead its Residential Mortgage and Consumer Portfolio Management team based in New York. FSL sits within Morgan Stanley’s Fixed Income Division and provides financing facilities to asset originators, aggregators and financial sponsors. FSL currently manages a portfolio backed by a diverse range of assets including residential and commercial mortgages, consumer loans, private credit / corporate loans, fund capital commitments, and infrastructure loans across the US, Europe, and APAC regions. The FSL Portfolio Management team is responsible for the active risk management of the business, spanning transaction evaluation, portfolio construction, and ongoing portfolio strategy. The team plays a critical role in informing senior management’s risk‑taking decisions, guiding business expansion, and managing the portfolio through periods of market volatility. The team engages extensively with senior leadership and key stakeholders, including Credit Risk, regulators, borrowers, and co‑lenders. The Residential Mortgage and Consumer Portfolio Management Head will be responsible for a large portfolio of facilities backed by agency and non-QM mortgages, bridge, NPL/RPL, single family rental properties, unsecured consumer, auto, student loan and other consumer loans. This is a senior, fast‑paced leadership role with direct responsibility for shaping portfolio risk strategy across a large, complex platform and requires strong judgment, proven leadership, and the ability to engage effectively with senior stakeholders. Responsibilities Include • Assessing and managing risk across the Residential and Consumer platform • Evaluating new transactions and facility amendments and assessing asset quality, structure, documentation and counterparty risk • Driving development of risk analytics, stress testing and reporting frameworks to enhance decision-making • Informing business strategy and capital allocation decisions through market intelligence, asset‑level research, and forward‑looking risk analysis • Representing the platform in interactions with regulators, borrowers, co‑lenders, and internal governance forums • Performing periodic business reviews and providing reporting to FSL senior leadership as well as business partners in Credit Risk and Capital Markets • Enhancing automation and scalability of portfolio monitoring processes • Leading a global team of asset managers. Responsible for training, direction and performance management • Fostering a culture of accountability, ownership, and collaboration Candidate Skills And Qualifications • Extensive expertise in residential mortgage risk management across product types (agency, jumbo, non-QM, NPL/RPL, bridge, CES, SFR). Experience with other consumer asset classes a plus (auto, student loan, unsecured consumer, home improvement) • Deep understanding of residential mortgage markets, financing structures, and risk management principles • Strong communication, planning, and organizational skills • Excellent analytical and business problem solving skills • Degree from competitive undergraduate / graduate program Candidates Will Also Demonstrate The Following Personal Attributes • Ability to influence senior decision makers and drive consensus • Leadership: ability to lead, scale and motivate global teams • Ownership mindset • Highly motivated, proactive, and strategic • Comfortable operating in a high‑intensity, fast‑moving environment with multiple competing priorities • Commitment to continuous improvement and innovation • Strong work ethic 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. Expected base pay rates for the role will be between $225,000 and $300,000 per year at the commencement of employment for Executive Director. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. 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.

Oversee and enhance non-market risk framework and governance for listed derivatives clearing business. | 12-15+ years in financial services with strong exposure to listed derivatives and risk management. | We’re seeking someone to join our Prime Brokerage Business Control Unit (BCU) team as an Executive Director focused on Cleared Listed Derivatives (Futures and Options). The individual will be responsible for overseeing and enhancing the non‑market risk framework, governance, and control environment for the listed derivatives clearing business. This includes front‑to‑back engagement across product strategy, operational processes, regulatory compliance, and risk management. The role requires close partnership with business leadership, trading, sales, risk and compliance functions, as well as coordination across global regions, to ensure a robust and scalable control framework that supports business growth and evolving regulatory expectations. Responsibilities May Include • Enhancing the risk and control framework for cleared listed derivatives, including futures and options clearing across global markets • Overseeing governance, escalation, and exception management processes, ensuring consistency and transparency across products and regions • Partnering with trading, sales, risk, and compliance stakeholders to identify, assess, and mitigate operational and regulatory risks • Driving strategic initiatives related to listed derivatives clearing, including product development, onboarding, and change management • Leading governance forums and risk reviews, including preparation of materials for senior management and risk committees • Coordinating across global teams (Operations, Technology, Credit Risk, Compliance) to standardize processes and improve efficiency • Supporting regulatory engagements and ensuring adherence to applicable rules for futures and options markets • Building management information (MIS), KPIs, and KRIs to provide transparency into risk exposures and control effectiveness Qualifications • 12 - 15+ years of relevant experience in Financial Services, with strong exposure to listed derivatives (futures and options) • Direct experience in trading, sales, risk management, or compliance within futures and options markets is strongly preferred • Strong understanding of the listed derivatives lifecycle, including clearing, margining, settlement, and exchange/clearing house models • Familiarity with regulatory frameworks governing futures and options markets • Proven ability to partner with front office and control functions and influence outcomes across senior stakeholders • Strong analytical skills with the ability to assess complex workflows and risk scenarios • Demonstrated ability to drive initiatives, improve processes, and implement controls in a fast‑paced environment • Excellent written and verbal communication skills, with the ability to clearly articulate risks, issues, and recommendations • Strong project management and organizational skills, with high attention to detail • Proficiency in Microsoft Office applications (Excel, Word, PowerPoint) 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. Expected base pay rates for the role will be between $200,000 and $300,00 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. 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.

Lead financial expense strategy and analytics to optimize costs and support senior leadership decision-making. | At least 7 years of relevant finance experience with strong analytical, communication, and leadership skills. | We're seeking someone to join our Expense Strategy & Analytics team as a Vice President in Finance to partner with senior leaders to evaluate tradeoffs, improve transparency into spend drivers, and identify opportunities to optimize costs and resource allocation, while bringing a forward-looking perspective to expense management and supporting the evolution of finance data, analytics, and AI-enabled tools. In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm's financial and capital resources. This is a Vice President position within our Financial Planning & Analysis Job Family which is responsible for the firm’s budget, forecast, internal management reporting and financial analysis to provide insight into the firm’s current and expected financial performance, as well as expense allocation. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. What You'll Do In The Role > Collaborate with a varied group of colleagues in Finance and across the Firm > Responsible for and lead a significant set of deliverables, leveraging advanced understanding of Finance functional area, product and/or client segment > Proactively identify emerging risks in individual and department work and contribute to strategies for mitigating them > Act as a role model and culture carrier; embody and set an example of the Firm's values and hold yourself and others accountable to Firm standards > Support strategic decision making by providing in-depth financial analysis on the global non-compensation expense portfolio, including professional services, marketing and development spend, and present savings recommendations to leadership > Work across Finance, business, and functional partners to improve transparency into spend drivers, align assumptions, and support coordinated action across expense categories > Translate expense actions into a clear multi year projection, linking near term decisions to longer term cost outcomes > Partner with senior leaders and governance forums to frame key expense decisions, evaluate tradeoffs, and support prioritization across competing investment and cost objectives > Help enhance expense forecasting and scenario modeling capabilities by improving data, analytics, and tools that support management decision-making What You'll Bring To The Role > Advanced understanding of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment > Ability to provide positive and constructive feedback and acknowledge efforts of team members > Ability to articulate risk and impact to various audiences, and create plans to mitigate those risks > Proven ability to build trusted partnerships with business leaders, align priorities, challenge spend, and drive coordinated decisions across expense functions > Excellent communication and influence skills with the ability to synthesize complex information into clear, action-oriented messaging for executives and cross-functional stakeholders > Strong expense analytics and decision support skills with the ability to run deep dive analysis, identify key cost drivers, quantify tradeoffs, and translate analysis into clear recommendations for senior leaders > Forward thinking mindset with strong interest in applying technology, data, and AI-enabled tools to improve financial analysis and decision making > Strong commercial judgment with the ability to assess vendor spend, evaluate requirements, and support contract and business case discussions with fact-based financial analysis > Ability to bring structure to ambiguity, manage multiple priorities, and drive work forward in a fast-paced environment with strong attention to detail and follow-through > At least 7 years' relevant experience would generally be expected to find the skills required for this role 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. Expected base pay rates for the role will be between $120,000 and $185,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs 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.