Vijay Date

About Vijay Date

Competent professional with nearly 13 years of experience in financial markets and investment banking.• In-depth expertise in trade support, trade capture, middle office services, risk analytics, and stock reconciliation.• Extensive knowledge of derivative products, including swaps, options, futures, structured notes (equity and fixed income), and stock loan (securities lending/SBL).• Proven track record of resolving complex business challenges and making sound decisions in high-pressure environments through experience-driven judgment, innovation, strong work ethic, and unwavering integrity.• Excelled in integrated operations management, workforce planning, skill development, training, and profitability optimization.• Skilled in establishing and leading end-to-end operations, including processes, teams, stakeholder and client relationship management, continuous metric/SLA improvements, automation, training, and performance management.

Experience

1. Vice President

   Morgan Stanley

   Jan 2026 — Present · Mumbai, IN

Education

• University of Mumbai

  Bachelor of Commerce - BCom, Accounting and Finance

• University of Mumbai

  Master of Management Studies, Banking, Corporate, Finance, and Securities Law

  2012 — 2014

Skills

• Powerpoint
• Microsoft Excel
• Timely Decision Making
• Self-Confidence
• Result Oriented
• Communication Skills
• Financial Analysis
• Finance
• Teamwork
• Banking
• Risk Management
• Team Management
• Analytical Skills
• Capital Markets
• Business Analysis
• Microsoft Office
• Project Finance
• Customer Service
• Financial Markets
• Investment Banking
• Bloomberg
• Positive Team Player
• Motivated Self-Starter
• Management
• Equity Derivatives
• Consultants
• Integrity
• Interpersonal Skill
• Market Research
• Microsoft Word