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Investor Services - Senior Manager - Fund Services

3 - 7 years

0 Lacs

karnataka

Posted:1 week ago| Platform: Shine logo

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Skills Required

financial services administrative skills financial systems investor services aml review hedge fund processing antimoney laundering controls organisational skills accuracy attention to detail work under pressure virtual team management it tools

Work Mode

On-site

Job Type

Full Time

Job Description

As an Associate at Morgan Stanley Fund Services, you will play a key role in ensuring the highest standard of services to the funds administered by the company. The global Investor Services team, including the Advantage Services team, is dedicated to providing exceptional support to clients and investors. Your responsibilities will involve various tasks related to investor services and processing, such as distributing Offering Memorandum, reviewing subscription documentation, handling investor transactions, setting up investor accounts, and entering transactions into the firm's systems. Your daily tasks will include providing investor services to both Fund Managers and investors, processing investor activity with accuracy and attention to detail, and ensuring timely processing of investor information. You will be responsible for opening new investor accounts, processing investor transactions in compliance with regulations, handling queries from investors and fund managers professionally, and providing necessary documentation to investors and their nominees. Additionally, you will be expected to produce internal operational reports, maintain fund records, and communicate operational issues to management. To excel in this role, you should have a detailed knowledge of fund offering documentation, regulations relevant to fund domicile, and internal policies. Prior work experience in financial services with a focus on Investor servicing is preferred, along with good administrative and organizational skills, the ability to work under pressure, and proficiency in financial systems and IT tools. A third-level qualification in a business or numerical discipline is also desirable. At Morgan Stanley, you can expect to work in a supportive and inclusive environment where your skills and talents are valued. The company is committed to providing first-class service, maintaining high standards of excellence, and fostering a culture of diversity and inclusion. Employees are encouraged to collaborate, think creatively, and pursue opportunities for growth and development within the organization. If you are looking to work alongside talented individuals in a dynamic and rewarding environment, Morgan Stanley offers a range of attractive benefits and opportunities for career advancement. Join us in our commitment to delivering exceptional service, embracing diversity, and making a positive impact on clients, communities, and employees worldwide.,

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Morgan Stanley

Financial Services

New York NY

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