Company Profile
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 1,200 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. 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.

Department Profile
Operations is one of the largest divisions in the firm and has diverse responsibilities, including correctly settling and recording millions of transactions per day, identifying and mitigating all operational risks, developing strong client relationships and partnering with technology to realize the full potential of IT and e-solutions. Throughout, the Operations department continually seeks ways to improve while actively supporting the development of new businesses, structures and markets.

Morgan Stanley Investment Management (IM) is the Firm's asset management division and offers investment expertise across Public and Private Markets managing a Total AUM of $482Bn+ as on Dec 2017. The group demonstrates a strong global presence in 20 Countries, 37 Offices, 1946 Employees and 608 Investment Professionals. Investment Management Operations supports the asset management business and performs core operational functions with its innovative capabilities and delivers first class operations to support the changing business needs and enhance the client experience to its fullest.

This Groups primary responsibilities pertain to servicing high net worth individuals investing in private funds. This position will primarily assist with Investor Services operational and oversight functions of alternative investment products that have a strong tax component to the strategy. Due to the specialized nature of these investment products, this position will expose the candidate to a unique combination of responsibilities that include performing certain operational functions, assist with activities to support oversight of service providers, and acting as a resource to support other departments in operational requests. The Associate is responsible with supporting the day-to-day operations of the Shareholder Portal and continue to enhance our clients experience. In addition to being involved in the day-to-day operations of the Group, the Associate will also assist in other project initiatives and work with management on internal process improvements. The position may also assist with documenting processes and controls needed to support new investment products. While this position is operational in nature, it is required that the candidate gain an understanding of the investment products being supported, with a focus of the tax implications of related shareholder activities, in order to perform effectively in this role.

Responsibilities

• Performing activities related to subscriber on-boarding such as: recording and tracking investor contributions, including data entry activities, and sharing the information with other internal stakeholders
• Assisting with researching service provider inquiries on subscription documents and facilitating necessary outreach with sales team
• Evaluating sufficiency of responses to subscription document inquiries and tracking open items
• Preparing information for use in various calculations related to fund

Qualifications

• Bachelors degree in accounting, finance or business
• 3+ years of industry experience, with demonstrated progression
• Prior experience in an operations role a plus
• Strong organizational and project management skills, strong attention to detail, and strong oral and written communication skills
• Eagerness to work in a fast-paced environment and ability to learn complex investment products and related processes
• Ability to work independently and as part of a team with a willingness to assist others with initiatives that go beyond typical daily responsibilities
• Willingness to assist others with various duties that go beyond typical daily responsibilities
• FINRA Series 6 & 63 licenses within 8 months of start date
• Proficiency with Excel (including building and/or utilizing macros) is a plus
• Prior experience with database/CRM systems is a plus

Role is Hybrid and will require in office attendance 3 days/week. #LI-

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).

Hybrid