Prime Brokerage China Sales and Capital Introduction, Associate / VP – Hong Kong

  • Competitive
  • Hong Kong Hong Kong Hong Kong HK
  • Permanent, Full time
  • Morgan Stanley
  • 18 Mar 18 2018-03-18

See job description for details

Company Profile
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.

Department Profile
The Institutional Equity Division (IED) is a global leader in the origination, distribution and trading of equity, equity-linked and equity-derivative securities. Morgan Stanley Prime Brokerage is a leading provider of clearing and custody, financing, securities lending, client technology and customized reporting services to hedge fund clients and asset owners globally. The business has an operating history as a market leader of over 30 years.

Duties and Responsibilities


  • Prospect new hedge fund client relationships to bring new Prime Brokerage business on-board, effectively identify and address clients’ requirements/expectations from Morgan Stanley
  • Work closely with Risk and Finance on sample portfolio feedback, ongoing pricing discussions, and account reviews
  • Collaborate across teams within the Institutional Equities Division as well as various departments within Morgan Stanley to deliver products and resources across the globe in a seamless manner
  • Manage existing PB client relationships and capture organic business opportunities or increase market shares
  • Assist senior members of the Prime Brokerage team on sales process, business planning, and account reviews by developing very good understanding of the client base, industry trends, and business opportunities/challenges

Capital Introductions
  • Develop existing and identify new hedge fund allocator relationships, especially in the Greater China region, on an ongoing basis
  • Provide consultative advice to hedge fund clients on the asset-raising environment, fund terms, optimal marketing approach, and relevant target allocators
  • Prepare bespoke presentation materials covering industry performance, exposure and positioning, allocator trends and flows, peer group analysis, and bespoke marketing plans
  • Work closely with Prime Brokerage colleagues across the Sales, Business Consulting, and Client Coverage functions to win new business, assess new business opportunities, and monetize client relationships


  • 3-8 years’ experience in the financial industry, ideally including experience with hedge funds, knowledge of hedge fund strategies and Prime brokerage business model
  • Strong team player who work effectively in a team environment
  • Strong interpersonal skills with proven experience and capability in a client-facing role
  • Strong analytical skill, can understand, analyze, and identify trends from numbers / data
  • Strong organizational skill with attention to details
  • Ability to effectively prioritize and handle multiple tasks under tight deadlines
  • A positive, self-motivated, goal-oriented individual with strong work ethics
  • Compliance of professional ethics and regulatory environment, demonstrate best-in-class professional integrity
  • Business-level written and verbal communication skills in English and Mandarin Chinese
  • Proficiency in Microsoft PowerPoint, Excel, and Word