Capital Activity - Assistant Vice President
About The Position
The role is within Morgan Stanley Wealth Management’s 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 fund activity information delivered to the firm by hundreds of third-party asset managers and fund administrators. Because this information arrives in various formats, it must be interpreted to ensure it is processed correctly in client accounts. The role also oversees Associates, Analysts, and other individuals in pursuit of organizational objectives and supports process consistency and continuous improvement.
Requirements
- Bachelor’s degree.
- Five or more years of relevant finance industry experience.
- Securities licensing (Series 7 or 99) is required.
- Proficiency in Microsoft Office, particularly Microsoft Excel.
- Ability to oversee Associates, Analysts, and other individuals toward organizational objectives.
- Ability to assess processes critically and drive continuous improvement.
- Ability to ensure 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 and the downstream impacts of work quality.
- 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 experience.
- Prior 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.
- Interpret fund information provided in various formats to ensure it is processed correctly in client accounts.
- Oversee a team of Associates and Analysts and other individuals to achieve organizational objectives.
- Assess processes for optimization and drive continuous improvement of the underlying function.
- Ensure process consistency and adherence to established procedural guidelines.
Benefits
- Comprehensive employee benefits and perks.
- Employee support throughout work-life journeys.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
