Director (avp) - Alternative Investment Services Operations

Morgan Stanley

West Conshohocken, United States
On-site
Monitor portfolio investment and investor activity
Oversee third-party service providers
Reconcile transactions and valuations
Morgan Stanley is seeking a Director for its Alternative Investment Services Operations team in West Conshohocken, PA. The role involves overseeing operational and portfolio management support for multi-asset funds and requires experience in investment accounting, strong analytical skills, and effective relationship management

Job Summary

  • You oversee operational and portfolio management support for multi-asset funds, separately managed accounts, and private equity vehicles.
  • You play a pivotal role in shaping and executing the operating model, ensuring accuracy, efficiency, and strategic alignment across investment operations.
  • At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered.

Matching Summary

Match Score: 85

Morgan Stanley is seeking a Director for its Alternative Investment Services Operations team in West Conshohocken, PA. The role involves overseeing operational and portfolio management support for multi-asset funds and requires experience in investment accounting, strong analytical skills, and effective relationship management.

Skills & Requirements

Must-have

  • Monitor portfolio investment and investor activity
  • Oversee third-party service providers
  • Reconcile transactions and valuations
  • Prepare monthly performance reports
  • Perform monthly compliance reporting

Nice-to-have

  • Proactive accounting oversight
  • Respond to ad hoc requests
  • Enhance operational efficiency

Key Requirements

  • Bachelor's degree or equivalent
  • Minimum of three years of operations experience
  • Experience with accounting preferred
  • Knowledge of hedge funds, private equity, or fund of funds investment accounting or derivatives, or experience with Investran, is a plus

Work Rights

Not specified

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