Alternative Investments Subscriptions and Redemptions Analyst

Morgan Stanley • New York, NY

1d • Onsite

About The Position

Morgan Stanley Wealth Management (“MSWM”) provides a range of wealth management products and services for affluent individuals, businesses and institutions. These services include brokerage and investment advisory, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust. MSWM’s Alternative Investments business is an industry leading provider of alternative investments with more than $279B in assets under management across a wide array of products, including, but not limited to hedge funds, funds of hedge funds, managed futures, private equity, private credit, real estate funds, exchange funds, real assets and digital assets. The Alternative Investments business mission is to provide MSWM clients with a unique, world-class, diverse array of alternative investment products and services through product origination and sourcing, product management and client servicing as well as sales and marketing. It is one of the fastest growing businesses at the Firm and in the industry. The Alternative Investments Subscriptions & Redemptions Analyst will be responsible for processing subscriptions and redemptions 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 and redemptions across a wide spectrum of alternative investments products.
• Communicating effectively with, as well as influencing, internal and external partners, including but not limited to financial advisors and their teams, asset managers and fund administrators.
• Providing tactical and strategic thought leadership focused on continual process and efficiency improvements as the industry continues to rapidly evolve.

Benefits

• Ample opportunity to move about the business for those who show passion and grit in their work.
• Attractive and comprehensive employee benefits and perks in the industry.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees