Capital Activity - Assistant Vice President

Morgan Stanley • New York, NY

14d • $85,000 - $140,000

About The Position

This role is within Wealth Management in the Alternative Investments Business, supporting products such as hedge funds, digital assets, private equity, private credit, and private real estate. The AI Client Solutions Capital Activity Team processes alternative investment fund activity in client accounts. The Assistant Vice President analyzes and processes activity information delivered to the firm by hundreds of third-party asset managers and fund administrators. Because these materials arrive in various formats, the information must be interpreted to ensure it is processed correctly in client accounts.

Requirements

• Bachelor's degree.
• Five or more years of relevant finance industry experience is ideal.
• Securities licensing (Series 7 or 99) is required.
• Proficiency in Microsoft Office, particularly Microsoft Excel.
• Ability to oversee a team of Associates, Analysts, and other individuals.
• Ability to assess processes critically and drive continuous improvement.
• Ability to ensure process consistency and adherence to procedural guidelines.
• Ability to take direction and work independently as well as in a team environment.
• Understanding of the importance of accuracy, work quality, and downstream impacts.
• Excellent written and verbal communication skills, including the ability to interact effectively with senior management.
• Strong reasoning and problem-solving skills, and the ability to think and act like an owner.
• Efficient time management and ability to prioritize competing urgent tasks.
• Strong organizational skills and attention to detail.

Nice To Haves

• Prior operational and/or alternative investments experience.
• Supervisory experience is strongly preferred.

Responsibilities

• Analyze and process alternative investment fund activity information delivered by third-party asset managers and fund administrators.
• Oversee Associates, Analysts, and other individuals to achieve organizational objectives.
• Assess processes for optimization and drive continuous improvement to the underlying function.
• Ensure process consistency and adherence to procedural guidelines.

Benefits

• Comprehensive employee benefits and perks.
• Employee benefits and support for employees and their families throughout their work-life journey.
• Opportunities to move within the business.

What This Job Offers

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