Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy, and consent to receive emails from Rise
Jobs / Job page
Trade Desk Operations Assistant image - Rise Careers
Job details

Trade Desk Operations Assistant

Basic Function:

Provide advanced investment administrative support to municipal bond department.

Primary Responsibilities:

  • Provide support to investment team and prepare related reports to portfolio managers, trading desk and research. 
  • Coordinate Bloomberg bid wanted including trade confirmation with broker dealer.
  • Assist with offerings made to Broker Dealers as well as checking integrity of offering lists.
  • Work with Traders, PMs on upcoming competitive and negotiated deals.
  • Assist with the management of electronic trading platforms.
  • Interact with municipal dealer community.
  • Update spreadsheets as needed.
  • Liaise with compliance and operations to resolve any administrative issues that arise.
  • Build relationships with support teams to ensure effective and timely resolutions.

Qualifications

  • Bachelor’s degree or equivalent work experience.
  • Basic understanding of financial markets.
  • Strong attention to detail.
  • Strong computer skills: Microsoft Office (Excel, Word, Outlook, Powerpoint, Tableau) and the ability to learn various systems as necessary.
  • Ability to work flexibly and adapt as a team member.
  • Effective communicator with strong verbal, written, and interpersonal skills.
  • Strong service orientation to dealings with internal and external customers.
  • Ability to self-start, prioritize, and execute highly detailed tasks.
  • Desire to pursue CFA designation.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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 $80,000 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's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Average salary estimate

$85000 / YEARLY (est.)
min
max
$80000K
$90000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

Similar Jobs
Photo of the Rise User
ms Hybrid New York, New York, United States of America
Posted 3 days ago

Lead cutting-edge analytics solutions to prevent financial crimes at Morgan Stanley, a global financial services firm.

Photo of the Rise User
ms Hybrid New York, New York, United States of America
Posted 18 hours ago

Director level role at Morgan Stanley overseeing capital planning projects and governance within Corporate Treasury & Capital Planning.

Posted yesterday

Lead strategic projects and advanced data analysis for the Texas Division of Emergency Management to support agency-wide financial and operational decision-making.

Photo of the Rise User
Posted 8 days ago

Planet Fitness is hiring an Analyst, FP&A in Hampton, NH, to enhance financial planning and analytical processes within a dynamic hybrid work environment.

Photo of the Rise User
Inclusive & Diverse
Rise from Within
Mission Driven
Diversity of Opinions
Work/Life Harmony

A skilled Associate position available at Citi to support and execute structured financings within the ABS&F group in New York.

wk Hybrid USA - Waltham, MA
Posted 11 days ago

Wolters Kluwer is looking for a Senior Pricing Analyst to lead the development of effective pricing strategies through advanced analysis and collaboration.

Strategic HR Client Job Openings Hybrid Cincinnati, Ohio, United States
Posted 10 hours ago

Lead financial operations as Controller at Clovernook Center, driving budgeting and reporting to sustain the mission empowering the visually impaired.

Photo of the Rise User
American Express Hybrid Phoenix, Arizona, United States
Posted 10 days ago
Inclusive & Diverse
Empathetic
Collaboration over Competition
Growth & Learning
Transparent & Candid
Medical Insurance
Dental Insurance
Mental Health Resources
Life insurance
Disability Insurance
Child Care stipend
Employee Resource Groups
Learning & Development

Be a key player at American Express as a Manager - Financial Systems, leading automation projects that drive innovation in finance.

Photo of the Rise User
Posted 8 days ago

Finance Director sought to lead Global Supply Chain FP&A at AbbVie, driving financial consolidation, stakeholder collaboration, and transformative process improvements.

Posted 2 days ago

Drive estate planning excellence for high net worth clients as Fidelity’s Director of Advanced Planning in a hybrid remote role based near Jacksonville, FL.

Valor Healthcare, Inc. Hybrid Dallas, Texas, United States
Posted 8 days ago

Valor Healthcare is looking for a proactive Financial Analyst to join its FP&A team and provide strategic financial support.

Photo of the Rise User
American Express Hybrid Phoenix, Arizona, United States
Posted 10 days ago
Inclusive & Diverse
Empathetic
Collaboration over Competition
Growth & Learning
Transparent & Candid
Medical Insurance
Dental Insurance
Mental Health Resources
Life insurance
Disability Insurance
Child Care stipend
Employee Resource Groups
Learning & Development

As a Manager - Controller at American Express, you'll lead statutory accounting efforts and drive strategic financial decisions in the insurance sector.

Lithia Hybrid Suburban Toyota of Farmington Hills, Farmington Hills, MI 48335
Posted 13 days ago

Join Suburban Toyota of Farmington Hills as a Finance Manager and assist customers in navigating their vehicle financing with top-notch support.

Photo of the Rise User
Fifth Third Hybrid West Palm Beach, FL
Posted 13 days ago

Join Fifth Third Bank as a Senior Trust Advisor and leverage your fiduciary expertise to enhance client relationships and deliver tailored solutions.

Photo of the Rise User
Posted 15 hours ago

A Manager, Financial Operations role at Dentsu focused on process execution, audit compliance, and stakeholder engagement in a hybrid work setting.

MATCH
Calculating your matching score...
FUNDING
DEPARTMENTS
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
No info
EMPLOYMENT TYPE
Full-time, onsite
DATE POSTED
June 26, 2025

Subscribe to Rise newsletter

Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!