Fund Services Investor Services, Associate/director

Morgan Stanley

Purchase, New York, United States
Base: $95,000 - $190,000 py; bonus/equity: not spe...
On-site
Investor services to fund manager and investors
Process investor subscriptions and redemptions
Handle investor queries and requests
Morgan Stanley is seeking an Investor Services Professional for their Fund Services team, responsible for providing day-to-day investor services and overseeing team operations. The role emphasizes client interaction, compliance, and operational efficiency, with opportunities for professional growth within a collaborative environment

Job Summary

  • Morgan Stanley Fund Services provides fund administration for hedge funds, private equity, and family offices, managing over $700 billion in assets.
  • The Investor Services team is central to fund operations, maintaining investor information, processing transactions, and addressing investor queries.
  • This role involves providing day-to-day investor services, offering guidance to team members, and ensuring timely communication of operational issues.

Matching Summary

Match Score: 85

Morgan Stanley is seeking an Investor Services Professional for their Fund Services team, responsible for providing day-to-day investor services and overseeing team operations. The role emphasizes client interaction, compliance, and operational efficiency, with opportunities for professional growth within a collaborative environment.

Salary

Base: $95,000 - $190,000 per year; Bonus/Equity: Not specified; Benefits: Attractive and comprehensive employee benefits

Skills & Requirements

Must-have

  • Investor services to fund manager and investors
  • Process investor subscriptions and redemptions
  • Handle investor queries and requests
  • Maintain share registers and investor records
  • Second level review of team activity
  • Compliance with fund documentation and regulations

Nice-to-have

  • Skill development and leadership opportunities
  • Dynamic environment with growth opportunities
  • Commitment to client-first service
  • Collaboration and innovation

Key Requirements

  • Associate/Director level experience
  • Experience in Investor Services
  • Knowledge of fund documentation and regulations
  • Anti-money laundering controls knowledge

Work Rights

Not specified

Tailored Resume

Cover Letter