Wealth Management, AICS Transfers Associate

Morgan Stanley Alternative Investments Transfers For Liquid Products Analyst

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.

MSWM's Alternative Investments business is an industry leading provider of alternative investments with more than $140B 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 Transfers For Liquid Products Analyst will be responsible for transfers across a wide spectrum of alternative investments products. This role requires the ability to communicate effectively with internal and external partners, including but not limited to financial advisors and their teams, asset managers and fund administrators.

Qualifications :

• Bachelor's degree required
• 1-3 years' experience in financial services related field
• Prior operational and / or alternative investments experience is a plus
• Inquisitive, creative thinker who is motivated to learn and driven to achieve exceptional results
• Strong attention to detail and ability to work autonomously
• Excellent oral and written communication skills
• Ability to multi-task in a fast-paced, changing environment
• Efficient time management skills / ability to prioritize competing urgent tasks that team is involved with
• Ability to ensure process consistency and adherence to all procedural guidelines
• Strong work ethic and interest in improving business, technical and operational processes
• Securities licensing (SIE and Series 7 or 99) preferred, but not required
• Proficiency in Microsoft Office with a particular strength in Microsoft Excel is required

What You Can Expect From Morgan Stanley :

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership / union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M / F / Disability / Vet).