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Analyst - Onboarding and Servicing - Investment Solutions (Wealth Management) Morgan Stanley

2.0 - 6.0 years

0 Lacs

maharashtra

On-site

The candidate will cover two responsibilities that fall under the Fund Onboarding & Servicing team. The candidate will be responsible for the Document Center (Doc Center), which serves as a centralized document repository for Financial Advisors or Private Wealth Advisors (FAs/PWAs), their teams, and clients to retrieve post-sale Alternative Investments documents. Once the fund managers are onboarded to the Doc Center, the doc review team performs a "maker checker" review of a percentage of documents before publishing them to the Doc Center. The candidate's main responsibility will be to perform the "maker" review of the documents. Job Duties And Responsibilities: - Review assigned documents ...

Posted 3 months ago

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