Alternative Investments Client Solutions - Fund Activity Analyst jobs in United States
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Morgan Stanley · 3 weeks ago

Alternative Investments Client Solutions - Fund Activity Analyst

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Fund Activity Analyst role supports the Alternative Investments Business by processing fund activity information in client accounts and ensuring accuracy in the interpretation of data from various third-party sources.

Asset ManagementFinanceFinancial ServicesLending

Responsibilities

Analyze and process fund activity information that is delivered to the firm from hundreds of third-party asset managers and fund administrators
Interpret various formats of information provided by the funds to ensure it is processed correctly in client accounts

Qualification

Microsoft ExcelFinance industry experienceOperational experienceAlternative investments experienceIndependenceWritten communicationVerbal communicationTime managementOrganizational skillsAttention to detailTeamwork

Required

Bachelor's Degree
Ideal candidate will have 0-2 years of relevant finance industry experience
Proficiency in Microsoft Office with a particular strength in Microsoft Excel is required
Ability to ensure process consistency and adherence to all procedural guidelines set forth for a process
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 that team is involved with
High level of organizational skills and attention to detail

Preferred

Prior operational and/or alternative investments experience is a plus

Benefits

Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs

Company

Morgan Stanley

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Morgan Stanley is a financial services company that offers securities, asset management, and credit services.

Funding

Current Stage
Public Company
Total Funding
unknown
1997-02-05IPO

Leadership Team

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James Gorman
Chairman and CEO
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Ted Pick
Chief Executive Officer (CEO)
Company data provided by crunchbase