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Alternatives - Investor Services Lead - Associate/ Senior Associate

Morgan Stanley
United States, New York
Posted about 13 hours ago Permanent Competitive
Alternatives - Investor Services Lead - Associate/ Senior Associate
Morgan Stanley Investment Management ("MSIM"), together with its investment advisory affiliates, has more than 1,100 investment professionals around the world and $1.6 trillion in assets under management or supervision as of December 31, 2021. Morgan Stanley Investment Management strives to provide strong long-term investment performance, outstanding service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.

Job Description:

Lead and elevate Private Investments Client Services function. Interact directly with financial advisory teams as well as IM Private fund management, control and support groups (including Sales, Legal, Compliance, Finance, AML, Tax, Treasury, Technology) to provide excellent client service to clients and constituents at time of throughout the entire lifecycle of client engagement. Foster a culture of ownership and accountability among the Client Services team, ensuring it executes on deliverables and fulfills client requests to the highest standards. Identify gaps and opportunities for enhancement to current processes, procedures and controls, and work with senior management to drive transformational platform strategy execution. Promote a transformational shift in culture and process, to achieve a world class client services function.

Primary responsibilities:

  • Responsible for overseeing individuals and processes within the Client Services team and for overall client satisfaction with respect to client onboarding and investor relations and services
  • Oversight over the Client Services Vendor and their performance
  • Resolve escalations from senior management, FAs/CSAs, Business Partners, and clients
  • Help the team to build and maintain relationships with key Business Partners
  • Review and enhance processes, procedures and controls to meet or exceed best practices, highest level of service delivery, and risk management
  • Identify opportunities to enhance the broader client onboarding and investor servicing experience by analyzing feedback and developing and evaluating relevant metrics
  • Build consensus and support for new initiatives across key stakeholders
  • Develop business requirements for both strategic and tactical projects
  • Empower the team to conduct testing completion in coordination with team leads, review testing plans, defects, requirement clarifications, and completion reports to ensure a smooth implementation of platform enhancements
  • Create content for senior forums, formal communications and training programs to educate relevant stakeholders about upcoming implementations and/or process and procedure updates
  • Manage engagement and release rollout strategy
  • Perform business verification of new functionality releases post-implementation in production
  • Identify, assess, and apply program metrics to ensure program health and proactively identify barriers to adoption
  • Craft and execute engagement programs to drive new adoption
  • Weekend work may be required in support of technology releases and high-volume events


Qualifications:



  • BS/BA degree required
  • 2+ years with a concentration in Alternative Investments with 7+ years of experience in the financial services industry

Skills Required:

  • Must possess a keen understanding of investor onboarding and servicing requirements, including but not limited to AML/KYC requirements, alternative fund structures, fund administration functions, Must be a self-starter with exceptional leadership skills and the ability to motivate and empower people to drive a project to completion
  • Detail-oriented with ability to handle multiple priorities with competing deadlines in a fast-pace environment
  • Excellent analytical, process-oriented, problem-solving/issue-resolution skills
  • Outstanding verbal and written communication skills
  • Must be able to effectively communicate in both business and technical contexts
  • Ability to work well with employees across a diverse range of functional groups
  • Must have ability to build consensus across teams
  • Must be able to assume a high level of autonomy quickly
  • Fluent in Microsoft Office applications, including advanced Excel and PowerPoint skills
  • Prior experience in Financial Services client servicing
  • Technology experience in client servicing preferred

Morgan Stanley and its affiliated companies are committed to the principles of equal employment opportunity and do not discriminate against any employee or applicant for employment because of race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital status, sexual orientation, or because of any other criteria prohibited under applicable federal, state or local law. Accordingly, applicants will be referred to Morgan Stanley solely on the basis of individual merit and achievement. Morgan Stanley takes affirmative action to ensure that applicants are employed and that employees are treated during employment without regard to their age, citizenship, marital status, sexual orientation, race, color, religion, gender, national origin, veteran status, disability or any other prohibited criterion.
This role requires that all successful applicants be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccinations within 3 days of commencement of employment.
Job ID  3207101
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