Talent.com
Executive Assistant, Investment Operations
Executive Assistant, Investment OperationsMorgan Stanley • Boston, MA, US
No longer accepting applications
Executive Assistant, Investment Operations

Executive Assistant, Investment Operations

Morgan Stanley • Boston, MA, US
24 days ago
Job type
  • Full-time
Job description

We're seeking someone to join our team as an Executive Assistant to provide high-level administrative support to Investment Operations leaders in Boston and reports directly to the Managing Director and Global Head of the Public Markets Middle Office, who is also based in Boston. This position manages schedules, facilitates communication, plans events, assists with presentations, and handles confidential information. The role requires exceptional organizational skills, discretion, and the ability to anticipate the needs of senior leadership in a dynamic, fast-paced environment.

Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.

In the Operations division, our teams partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships, driving strategic automation solutions by embracing a transformation mindset and challenging the status quo.

Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on…

What You'll Do In The Role

  • Calendar and Schedule Management: Coordinate and maintain complex calendars, schedule meetings, appointments, and travel arrangements, and ensure executives are prepared for daily activities and key events.
  • Event Planning and Coordination: Organize and oversee company events, and special meetings. Manage logistics including venue selection, catering, invitations, itineraries, and on-site support to ensure seamless execution.
  • Communication Liaison: Serve as the primary point of contact between executives and internal/external stakeholders.
  • Meeting Coordination: Organize, prepare agendas for, and attend meetings. Record minutes and follow up on action items to ensure timely completion as appropriate
  • Travel Arrangements: Plan and coordinate complex domestic and international travel, including flights, accommodations, ground transportation, and itineraries.
  • Document Preparation: Prepare reports, presentations, and other documents using Microsoft Office Suite and other relevant software.
  • Confidentiality: Handle sensitive information with the utmost professionalism and discretion.
  • Project Support: Assist with special projects, research, and analysis as assigned by executives.
  • Expense Management: Track and reconcile expense reports, process invoices, and manage budgets as needed.

What You'll Bring To The Role

  • Bachelor's degree preferred; relevant administrative experience may substitute for education.
  • Minimum of 3-5 years supporting executives or senior management.
  • Experience planning and coordinating corporate events, meetings, or conferences is highly desirable.
  • Exceptional written and verbal communication skills.
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and calendar management tools.
  • Strong organizational, multitasking, and problem-solving abilities.
  • High level of professionalism, discretion, and confidentiality.
  • Ability to work independently and collaboratively in a dynamic environment.

What You Can Expect From Morgan Stanley

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that's differentiated – and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Expected base pay rates for the role will be between $95,000 and $100,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo

Create a job alert for this search

Executive Assistant, Investment Operations • Boston, MA, US

Similar jobs

Executive Assistant

Beacon HillBoston, MA, US
Temporary

Our client, a global investment management firm with a location in Boston, is seeking an Executive Assistant Floater to join their team on a 6+ month contract.This hybrid role is 4 days onsite, one...Show more

 • Promoted

Property Operations Manager

SHP Management CorpHaverhill, MA, US
Full-time +1

Normal 0 false false false EN-US X-NONE X-NONE.The Property Manager oversees all functions of the property, including supervision of staff, handling tenant communications, performing annual certifi...Show more

 • Promoted

DIRECTOR OF INVESTMENTS, Investment Office

InsideHigherEdBoston, Massachusetts, United States
Full-time

DIRECTOR OF INVESTMENTS, Investment Office.DIRECTOR OF INVESTMENTS, Investment Office.The salary of the finalist selected for this role will be set based on a variety of factors, including but not ...Show more

 • Promoted

Investment Trading Operations Specialist

Marsh & McLennanBoston, MA, United States
Full-time

Investment Trading Operations Specialist.We are seeking a talented individual to join our Cash and Trading Operations team at Mercer.This role will be based in Boston, MA.This is a hybrid role that...Show more

 • Promoted

Executive Assistant

The Hollister GroupBoston, MA, United States
Full-time

Executive Assistant Overview:Our client, a leading apparel company, is seeking an experienced contract Executive Assistant to support its senior leadership team for approximately 3-4 months.In this...Show more

 • Promoted

Investment Trading Operations Specialist

Oliver Wyman, LLCBoston, MA, United States
Full-time

Investment Trading Operations Specialist.We are seeking a talented individual to join our Cash and Trading Operations team at Mercer.This role will be based in Boston, MA.This is a hybrid role that...Show more

 • Promoted

Portfolio Associate, Fund Management (Enterprise Investment Office)

HarbourVest PartnersBoston, MA, United States
Full-time

For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners...Show more

 • Promoted

Investor Services Specialist

Standish ManagementBoston, MA, United States
Full-time

Boston, Massachusetts, United States.We are a provider of specialized fund administration services for Managers and General Partners of private equity funds, specifically: Buy?out, Venture Capital,...Show more

 • Promoted

Investment Analyst, OCIO Operations

NEPC, LLCBoston, MA, United States
Full-time

Investment Analyst, OCIO Operations.Job Category: Discretionary Requisition Number: INVES001399.Level: 3-5 years of financial operations experience.Location: Boston or Remote in any state where we ...Show more

 • Promoted

Associate, Portfolio Compliance

Cambridge AssociatesBoston, MA, United States
Full-time

Portfolio Compliance Associate.As a unit of the Compliance Department, the Portfolio Compliance Associate is responsible for monitoring all portfolios managed by Cambridge Associates Outsourced Chi...Show more

 • Promoted

Investment Trading Operations Specialist

MARSHBoston, MA, United States
Full-time

This job is with MARSH , an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community.Please do not contact the recruiter directly.We are seeking a ...Show more

 • Promoted

Operations Specialist - Trade Settlements

GW&K Investment Management, LLCBoston, MA, United States
Full-time

Operations Specialist - Trade Settlements.The Operations Specialist supports key functions within Investment Operations, with a specific focus on trade settlements.This role ensures the timely and ...Show more

 • Promoted

Investment Banking Associate, Diversified Industrials

D.A. DavidsonBoston, MA, United States
Full-time

Associate position in the Diversified Industrials Investment Banking Group.The Associate will play a vital role working with senior bankers on strategic assignments, assisting clients with mergers ...Show more

 • Promoted

Investment Analyst, Investment Office

Boston UniversityBoston, MA, United States
Full-time

Investment Analyst, Investment Office.Boston University is the 4th largest private, not-for-profit, residential, research university in the US, with over 35,000 students and annual gross revenue in...Show more

 • Promoted

Alternative Investments Operations Analyst

G MASSAndover, MA, United States
Full-time

Alternative Operations Professional.G MASS are seeking an experienced Alternative Operations professional to support the lifecycle management of private debt and private equity investments.The role...Show more

 • Promoted

Global Fund Services Operations VP Lead with Impact

JPMorganChaseBoston, MA, United States
Full-time

A leading financial institution in Boston is seeking a Fund Service Vice President to oversee fund accounting and administration.The role involves driving operational efficiency through process aut...Show more

 • Promoted

Portfolio Operations Analyst

Venturefizz Product Management CommunityWakefield, MA, United States
Full-time

Vestmark has been supporting clients' direct indexing solutions for more than a decade.As we embark on our next stage of growth and evolution, Vestmark Advisory Solutions seeks an analyst to assist...Show more

 • Promoted

Investment Operations Specialist

Sentinel GroupWakefield, MA, US
Full-time
Quick Apply

This a hybrid role for our Wakefield, MA office.We are seeking a dynamic, motivated Investment Operations & Client Service Associate who takes pride in the knowledge and commitment to service they ...Show more