Role OverviewThis 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 processes alternative investments fund activity in client accounts, analyzing and interpreting fund activity information delivered from hundreds of third-party asset managers and fund administrators.
What You Will Do
Process alternative investments fund activity in client accounts. Analyze and interpret fund activity information delivered in various formats from third-party asset managers and fund administrators to ensure correct processing.
Why It Might Be a Fit
The ideal candidate has 0-2 years of relevant finance industry experience, with prior operational and/or alternative investments experience a plus. Proficiency in Microsoft Excel is required, along with strong organizational skills and attention to detail. The role offers a base pay range of $70,000 to $115,000 per year, plus potential commission, incentive compensation, and other benefits.
Requirements
- Bachelor's Degree
- 0-2 years of relevant finance industry experience
- Proficiency in Microsoft Office with a particular strength in Microsoft Excel
- Ability to ensure process consistency and adherence to all procedural guidelines
- 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
- Excellent written and verbal communication skills
- Efficient time management skills / ability to prioritize competing urgent tasks
- High level of organizational skills and attention to detail
Benefits
- Commission earnings
- Incentive compensation
- Discretionary bonuses
- Other short and long-term incentive packages
- Other Morgan Stanley sponsored benefit programs
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