Alternative Investments – Fund Onboarding And Engagement Analyst
Morstan
Base: $57,000 - $115,000; bonus/equity: not specif...
Structured problem-solving
Controls and escalation
Product and platform expertise
The Fund Onboarding and Engagement Analyst partners with fund managers, fund administrators, and internal teams to onboard new alternative investment products to the Wealth Management platform and improve the operating environment
Job Summary
The Fund Onboarding and Engagement Analyst partners with fund managers, fund administrators, and internal teams to onboard new alternative investment products to the Wealth Management platform and improve the operating environment.
Key responsibilities include owning day-to-day onboarding engagement, developing deep product and platform expertise, and diagnosing and solving complex business/operational issues.
Morgan Stanley offers attractive and comprehensive employee benefits and perks, with ample opportunity to move about the business for those who show passion and grit.
Matching Summary
The Fund Onboarding and Engagement Analyst partners with fund managers, fund administrators, and internal teams to onboard new alternative investment products to the Wealth Management platform and improve the operating environment.
Salary
Base: $57,000 - $115,000; Bonus/Equity: Not specified; Benefits: Other Morgan Stanley sponsored benefit programs
Skills & Requirements
Must-have
structured problem-solving
controls and escalation
product and platform expertise
operational readiness
risk tracking and reporting
Nice-to-have
collaborative work environment
client/stakeholder management
diverse backgrounds and experiences
creative thinking
Key Requirements
2+ years of consulting or project management experience
Securities Industry Essentials (SIE), Series 7, and Series 66 preferred