AICS, Fund Onboarding Associate at Morgan Stanley

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

23 Jan, 26

Salary

115000.0

Posted On

25 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Services, Wealth Management Operations, Alternative Investments, Microsoft Office, Microsoft Excel, Process Consistency, Adherence to Guidelines, Independent Work, Multi-Priority Management, Initiative, Change Implementation, Written Communication, Verbal Communication, Team Collaboration, Project Participation, Decision Making

Industry

Financial Services

Description

Work with internal partners to drive to solutions that involve highly complex business scenarios that require a firm understanding of processes and procedures, available products, and the systems that support those products Review and act on request from internal operations teams, product development, and branch personnel Review exceptions and make recommendations that are in line with policies and procedures Escalate issues and events that require attention, or action to business partners, senior business managers, senior risk managers, the legal, and others as appropriate Review platforms, procedures, and processes to identify opportunities for enhancements Develop a firm understanding of the target operating model, strategic vision, and execute initiatives that support the team's model Drive accountability and limit risk exposure for assigned initiatives by establishing controls and monitoring progress. Bachelor's Degree or equivalent required Associate: 2-4 years of relevant financial services experience Prior experience with wealth management operations and/or the alternative investments product is preferred 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 work independently, contributing to the goals of the team Ability to manage multiple priorities and execute in a fast paced, high demand environment Ability to take initiative, identify opportunities and implement change Excellent written and verbal communication skills Demonstrated ability to work as part of a team, actively participate in projects/discussions, work through problems and help reach decisions that are in the best interest of the Company Associate: SIE and Series 99 required to be obtained within 120 days of hire 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. 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 $57,000 and $115,000 per year at the commencement of employment. 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.

Responsibilities

The Fund Onboarding Associate will work with internal partners to navigate complex business scenarios and drive solutions. They will review requests from various teams, escalate issues, and identify opportunities for process enhancements.