Alternative Investments Client Solutions - Fund Activity Analyst at Morgan Stanley

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

23 Mar, 26

Salary

115000.0

Posted On

23 Dec, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Microsoft Office, Microsoft Excel, Finance Industry Experience, Operational Experience, Alternative Investments, Process Consistency, Team Collaboration, Accuracy, Time Management, Organizational Skills, Attention to Detail

Industry

Financial Services

Description

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. 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. 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. - Bachelor's 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 - Efficient time management skills / ability to prioritize competing urgent tasks that team is involved with - High level of organizational skills and attention to detail We do it in a way that's differentiated - and we've 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 - 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 role involves analyzing and processing fund activity information from various third-party asset managers and fund administrators. The team ensures that this information is accurately processed in client accounts.