Morgan Stanley is a global financial services company that was founded in 1935 and provides individuals and institutions with diverse investment products and se
Associate - ISG Equity Operations
Location
Maryland
Posted
45 days ago
Salary
$51K - $83K / year
Seniority
Senior
No structured requirement data.
Job Description
Associate - ISG Equity Operations
Morgan Stanley
Title: Associate - ISG Equity Operations Location: Baltimore, Maryland, United States of America Full time Job Description: We're seeking someone to join our team as an Associate in ISG Equity Operations to support the Collateral and Indications Operations function. In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Associate level position level position within Product Support & Services, which is responsible for providing transaction support and managing post execution processes. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. At Morgan Stanley Baltimore, we support the Firm’s global Technology, Operations, Risk Management, Legal and Compliance, Internal Audit and Finance divisions. Morgan Stanley has been rooted in the Baltimore community since 2003. Our talented and diverse team is one of the largest in the U.S. outside of our New York headquarters and home to industry leading cybersecurity innovation with multiple patents and awards. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. There’s ample opportunity to move across the businesses for those who show passion and grit in their work. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on... What you'll do in the role: - Focus on daily execution of the Collateral Margin & disputes processes for OTC relationships, responsible for margin call issuance, booking and settlement along with dispute reconciliation, investigation and resolution. - Execute functions, support process management and project efforts, leveraging knowledge of the systems, markets and instruments that influence the team. - Recognize risk in day-to-day processes to draw out the key issues and contribute to process improvements - Build relationships within team and internal stakeholders, sharing knowledge to contribute to team output - Participate in projects and initiatives, aiding in solution formulation with a focus on timely execution - Work directly with clients to develop relationships and partner on daily service and initiatives What you'll bring to the role: - Ability to establish clear goals and priorities, in order to execute daily responsibilities. - Ability to address non-standard issues within area of expertise with minimal guidance and supervision - Ability to build subject matter expertise and ensure control is not compromised to comply with client requests - Ability to apply strong risk awareness and escalate in clear and concise manner - Ability to build and maintain relationships with internal and external stakeholders - Culture carrier across Operations, embracing the Firm's core values - At least 2 years' relevant experience would generally be expected to find the skills required for this role Role is hybrid and will require in office attendance 3 days/week. 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. Salary range for the position: $51,000 - $83,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. 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.
Related Guides
Related Categories
Related Job Pages
More Operations Jobs
Mortgage Operations Specialist
Silverton MortgageSilverton Mortgage is a leading direct lender dedicated to simplifying the home financing process through exceptional service, integrity, and teamwork. Founded
Title: Mortgage Operations Specialist Location: Silverton Corporate Office #4000 Job Description: Why Silverton Mortgage: • We are a people first organization that was voted a top place to work by the Atlanta Journal and Constitution and the Financial Services Industry • We believe in giving back and we do so through The Silverton Foundation • Our strong communication skills drive customer satisfaction • We offer extensive product lines and maintain an in-house loan process that offers a competitive edge • We have fun! Pay: The expected base pay range for this position is from $45,000 to $50,000 plus additional bonus opportunity resulting in an expected total annual compensation of $50,000-55,000. The annual compensation range is based on experience, qualifications, and other relevant factors. Final compensation decisions will take into account a variety of considerations, including individual skills, internal equity, and organizational needs. Why join us? At Silverton Mortgage, our team members recognize that home loans are as unique as the people who seek them and work closely with borrowers to find the right program to fit their specific needs. We are guided by the strong belief that communication is key, which is why we take pride in helping home buyers through the entire loan process, from application to closing, managing all aspects in-house. We take pride in giving back to the community which is why we started the Silverton Foundation with the mission to provide a mortgage and rent assistance program to help reduce financial and emotional burdens, allowing parents to focus on their child’s health. Our goal is that when their child is ready to return after the crisis, their home and loved ones are waiting. - Earned 2022 & 2024 Top Workplaces Culture Excellence recognition for Innovation, Work-Life Flexibility, and Compensation & Benefits issued by Energage and USA Today. - Recognized in Atlanta Business Chronicle for multiple years as one of the Best Places to Work, and as a Top Workplace in both the Atlanta Journal-Constitution and Charlotte Observer. - Competitive pay and benefits, 401k match, 10 holidays, PTO, Volunteer Time Off. JOB SUMMARY TheOperations Specialist IIIassiststhe Underwriting and Closing department. This positionis responsible forreviewing mortgage loan files for accuracy andassistingincorrectly and efficiently takinga file to itscompletion. JOBFUNCTIONS FileMaintenance - Confirmscompleteness of system data related to contract, closing screens, document delivery dates, and file event dates. - Responsible for adding, updating, or clearing conditions within the companyloan operating system. - Issuestheclear toclosein theloan operating system. - Assignsdue out dates for new loan submissions and conditions based on published turn times; assign files to theUnderwriting team. - Providesstatus of failed audits to ensure responsiblepartycan completetimelyresolution of audit deficiencies. Auditing - Reviewsnew loan filesfor qualityandminimum submission standards. - Identifiesand interpretspost-closing failed loan document messages. - Maintainsan overall error percentage of less than 15%. - Reviewsandmaintainsdocumentation according to required standards. - Completesa thorough checkdown of final approved loans. - Conductsrandom quality control checks of loans at various stages (Processing, Underwriting, Closing) to ensure compliance with department standards. REQUIREMENTS AND QUALIFICATIONS Education: High school diploma or equivalentrequired. - Years of Related Experience:1yearofmortgage experience.Processing or underwriting experiencepreferred. Knowledge,Skillsand Abilities (KSAs): - Excellent written and verbal communication skills along with solid computer skills. - Analytical thinker and consultative mind to support both team members and managers in all areas of the business. - Goal-oriented, self-motivated with the capacity to meet and exceed assigned goals. - Willing to learn, industrious, determined, and assertive. - Excellent organizational skills and the ability to multitask to complete a wide variety of tasks. - Strongpeopleskills with ability to interact with all internal teams and external customers. - Must be able tomaintainsensitive and confidential information. - Diligence to ensure tasks are completed thoroughly and on time. Silverton Mortgage is committed to creating an inclusive workplace. Silverton Mortgage is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. Business Unit - Silverton Mortgage
HVAC Quantity Surveyor
D2BAn Australian home building company specializing in the construction of quality residential properties. The team focuses on delivering well-designed homes with efficient project management, accurate costing, and strong collaboration with suppliers and contractors.
Role Description The company is seeking a detail-oriented Mechanical Estimator (HVAC) to join their team, focusing on high-quality commercial mechanical services. You will be responsible for precise measurement, estimating, and cost management of HVAC systems. The ideal candidate will have a strong grasp of the New Zealand construction landscape and be a power-user of Plandroid. - HVAC Estimating: Perform detailed take-offs and cost estimates specifically for mechanical and HVAC services. - Plandroid Design: Use Plandroid to create accurate HVAC layouts and air conditioning designs. - Tendering: Prepare and submit comprehensive tenders for commercial projects, ensuring all components (ducting, units, labor, and ancillaries) are accounted for. - Contract Administration: Manage progress claims, variations, and final accounts throughout the project lifecycle. - Market Alignment: Apply knowledge of NZ/AU building standards and mechanical codes to ensure compliance and cost-efficiency. Qualifications - Industry Experience: Minimum 3+ years of dedicated HVAC/Mechanical Estimator experience. - Software Expertise: Proficiency in Plandroid. - Market Knowledge: Previous experience working on New Zealand projects is highly preferred. - Project Profile: Strong background in commercial HVAC systems (office fit-outs, industrial, or large-scale retail) rather than standard residential. - Communication: Excellent English communication skills; you must be able to explain technical HVAC details clearly to stakeholders. - Solid understanding of HVAC components, ducting design, and thermal requirements.
Operations Coordinator - Clinical Trials (Bilingual EN/ES)
HealthMatchConnecting People To Revolutionary Drugs And Potential Cures
About HealthMatch HealthMatch connects patients with clinical trials. 80% of trials are delayed because they can't find enough participants — we're closing that gap with technology. We have over 2M patients in our database and a lean team of fewer than 20 building something that matters. The Role HealthMatch works with sponsors and clinical trial sites to recruit and enroll participants into studies. This role is the human link in that chain. You're the person sites hear from when referrals come in. You're the person patients talk to when they're considering a trial. You're the reason referrals turn into enrollments instead of going cold. Day to day, you'll manage relationships with dozens of trial sites across LatAm and US markets, follow up with patients, keep our CRM accurate, and be trained to review medical records alongside our Medical Director. The work is phone-heavy, email-heavy, and detail-heavy. Over time, we want you to do more than execute — we want you to spot what's broken and help fix it. If you notice a follow-up workflow that could be automated, or a site engagement pattern that should become a playbook, we want you to raise it and help build it. What a Typical Week Looks Like Most weeks, the majority of your time is outbound communication: - Calling and emailing clinical trial sites to make sure patient referrals are being followed up on - Tracking referral statuses across our portal and CRM - this means real-time data entry, not batch updates at the end of the week - Supporting patients directly as they move through enrollment - Flagging sites that aren't engaging and working with the team on how to re-engage them - Helping onboard new sites to the HealthMatch platform Some weeks will also include: - Working with our Medical Director on medical record reviews (you'll be trained on this) - Building or refining parts of our site engagement playbook based on what you're learning in real conversations - Jumping into other company needs as they come up - we're a small team and the edges of everyone's role are blurry Who This Role Is For You must be fluent in both Spanish and English. This is non-negotiable - you'll be working across US and LatAm markets daily. You're great on the phone. Not in a scripted, call-center way. You build trust quickly with site coordinators and patients, you're comfortable with follow-up that feels repetitive, and you understand that strong relationships are what make the repetition bearable. The better your relationships get, the more the job opens up. You're organized under volume. You'll be managing dozens of site relationships simultaneously. Dropping a follow-up means a patient might not get into a trial. You need a system, whether that's meticulous CRM hygiene, your own tracking spreadsheet, or something else, and the discipline to maintain it. You have at least 2 years of professional experience. We're less concerned about where and more concerned that you've worked in a fast-paced, accountable environment before. Experience at a clinical research site or a background in health/science is a plus, it'll shorten your ramp, but it's not required. You're resourceful. When something is inefficient, you'd rather figure out a fix than complain about it. That might mean building yourself a dashboard, learning a new tool, or making a clear case to our product team about what needs to change. We don't expect you to write code, but we do expect you to think like someone who hates waste. What's Hard About This Job We're being direct because we'd rather you opt out now than burn out in three months. Some weeks are 80% phone and email follow-up with limited variety. Working with sites that don't want to engage is genuinely frustrating — you'll need persistence and thick skin. The role requires strong attention to detail during work that can feel monotonous. And as a startup with fewer than 20 people, you'll regularly be asked to help with things that aren't in this job description. We're looking for someone who sees the line between their follow-up call and a patient getting access to a trial, and uses that connection to push through the hard days. Compensation & Details - Remote role, no relocation required - Preference to be in the North East and willing to travel, while we are remote we often get together in either New York, Boston, or Durham NC for co-working sessions - Primary working timezone is EST, but as a global business we often have meetings with our team in Sydney Australia How to Apply - Online application with long form answers - 30-minute first round interview with the hiring manager + director of customer success - Paid take-home project (~2 hours, $50 gift card to say thanks for your time) - Final interview with CEO & Founder (in person in Boston, expenses covered) HealthMatch is committed to building a diverse and inclusive team. If this role sounds like you, we'd encourage you to apply, even if you don't check every box. PLEASE NOTE: This role was recently advertised. If you applied for it previously and have not been contacted, please assume that we deemed you not as an ideal fit for this role.
• Drive Operational Cadence & Goal Delivery — Build and maintain robust operational rhythms that give teams clarity, visibility, and accountability. • Program & project delivery — Take ownership of high-impact, cross-functional programs. Bring structure, coordination, and momentum to complex work that spans multiple teams and needs someone to drive it to the finish line. • Champion Culture & People Experience — Design and deliver impactful onsites, team forums, connection rituals, celebrations, and milestone recognitions. • Communications — Keep the group informed and aligned. Synthesise complex information into clear updates, and make sure the right people have the right context at the right time. • Leverage AI & Emerging Tools — Actively experiment with and apply AI tools to improve how you and the team work — whether that's streamlining communications, improving tracking, or finding smarter ways to get things done. • Predicting Emerging Opportunities — Stay ahead of the curve. You'll develop a nose for emerging opportunities and friction points across the group — and start working on solutions before anyone has to ask. • Support the Lead — In some roles, you'll be a trusted partner to the Exec(s) — keeping their time focused on what matters most. That means managing their calendar, triaging requests, coordinating meetings, pulling together materials, and making sure nothing falls through the cracks.


