Alternative Investments Subscriptions Analyst

Morgan Stanley • Purchase, NY

8h

About The Position

Morgan Stanley is a leading global financial services firm. The Alternative Investments Subscriptions Analyst will be responsible for processing subscriptions across a wide spectrum of alternative investments products. This role requires the ability to communicate effectively with, as well as influence, internal and external partners, including but not limited to financial advisors and their teams, asset managers and fund administrators. In addition, the role will require tactical and strategic thought leadership focused on continual process and efficiency improvements as the industry continues to rapidly evolve.

Requirements

• 1-3 years in a financial services-related field.
• Experience in operations and/or alternative investments is advantageous.
• Bachelor's Degree required.
• Currently hold or have the ability to obtain the Securities Industry Essentials (SIE) and Series 7 or Series 99 licenses.
• Proficiency in Microsoft Office, with strong skills in Microsoft Excel.
• Strong reasoning and problem-solving abilities, with a mindset to think and act like an owner.
• Ability to follow directions and work independently, as well as collaboratively in a team environment.
• Inquisitive and creative thinker, motivated to learn, and driven to achieve exceptional results.
• Efficient time management skills with the ability to prioritize competing urgent tasks.
• High level of organizational skills and meticulous attention to detail.
• Strong work ethic with an interest in enhancing business, technical, and operational processes.
• Ability to reconcile and make connections across multiple data sources.
• Firm understanding of the importance of accuracy and its impact on quality and downstream processes.
• Exceptional oral and written communication abilities, with the capability to engage effectively with senior management and stakeholders both internally and externally.
• Skill to convey complex information clearly and understandably, actively listen, and adapt communication styles to suit diverse audiences.
• Ensure clarity and understanding across all levels of interaction, whether the situation requires concise summaries or more detailed explanations.

Responsibilities

• Processing subscriptions across a wide spectrum of alternative investments products.
• Communicating effectively with, as well as influencing, internal and external partners, including financial advisors and their teams, asset managers and fund administrators.
• Providing tactical and strategic thought leadership focused on continual process and efficiency improvements.

Benefits

• Ample opportunity to move about the business for those who show passion and grit in their work.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level