Alternative Investments Client Solutions Fund Activity Analyst

Morgan Stanley

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profile Job Location:

New York City, NY - USA

profile Yearly Salary: $ 57000 - 115000
Posted on: Yesterday
Vacancies: 1 Vacancy

Job Summary

Alternative Investments Client SolutionsFund Activity Analyst

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking securities investment management and wealth management services. The Firms employees serve clients worldwide including corporations governments and individuals from more than 1200 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 role is within Wealth Management in the Alternative Investments Business supporting products such as hedge funds digital assets private equity private credit and private real estate. Morgan Stanley has one of the largest alternative investments platforms in the industry and it is one of the fastest growing segments of the firm. The team is responsible for processing alternative investments fund activity in client accounts. This role will analyze and process fund activity information that is delivered to the firm from hundreds of third-party asset managers and fund administrators. This information provided by the funds is delivered in various formats and must be interpreted to ensure that is processed correctly in client accounts.

Qualifications - External

- Bachelors Degree

- Ideal candidate will have 0-2 years of relevant finance industry experience

- Prior operational and/or alternative investments experience is a plus

- Proficiency in Microsoft Office with a particular strength in Microsoft Excel is required

- Ability to ensure process consistency and adherence to all procedural guidelines set forth for a process

- Ability to take direction and work independently as well as in a team environment
- Firm understanding of the importance of accuracy in quality of work/downstream impacts

- Excellent written and verbal communication skills
- Efficient time management skills / ability to prioritize competing urgent tasks that team is involved with
- High level of organizational skills and attention to detail

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 thats differentiated and weve 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 - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll 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. Theres 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 into your browser.

Expected base pay rates for the role will be between $57000 and $115000 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 Stanleys 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).


Required Experience:

IC

Alternative Investments Client SolutionsFund Activity AnalystMorgan Stanley is a leading global financial services firm providing a wide range of investment banking securities investment management and wealth management services. The Firms employees serve clients worldwide including corporations gov...
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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, ... View more

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