Talent.com
AICS Transfers, Associate

AICS Transfers, Associate

Morgan StanleyPurchase, NY, US
30+ days ago
Job type
  • Full-time
Job description

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. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. 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 $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 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 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
  • 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.

    Expected base pay rates for the role will be between $57,000 and $115,000 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's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

    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).

    Create a job alert for this search

    Transfer Associate • Purchase, NY, US

    Related jobs
    • Promoted
    Client Manager

    Client Manager

    VirtualVocationsBridgeport, Connecticut, United States
    Full-time
    A company is looking for a Client Manager responsible for managing and growing revenue through the sale of products and services to customers. Key Responsibilities Meet or exceed monthly and annua...Show moreLast updated: 30+ days ago
    • Promoted
    Business Development Associate

    Business Development Associate

    AiresDanbury, CT, United States
    Full-time
    An award-winning technology platform, built in-house, that aligns with the future state of Global Mobility.A strong Aires brand consistently ranked among the mobility industry's highest annual cust...Show moreLast updated: 30+ days ago
    • Promoted
    Staff Counsel III

    Staff Counsel III

    AmTrust FinancialMelville, NY, United States
    Full-time
    US-NY-Melville | US-NJ-Jersey City.Responsible for managing a general liability case load from inception to resolution.Responsibilities include pre-trial discovery, drafting pleadings, communicatin...Show moreLast updated: 12 days ago
    • Promoted
    Billing Associate

    Billing Associate

    TemPositionsNew Hyde Park, NY, United States
    Full-time
    Our client a leading business service firm is seeking biller to join its important billing department.The role offers an outstanding opportunity be trained in every aspect of billing for the compan...Show moreLast updated: 30+ days ago
    • Promoted
    AML / KYC Compliance Analyst

    AML / KYC Compliance Analyst

    Open Systems TechnologiesIslandia, NY, US
    Full-time
    Excellent Interpersonal and Communication skills through email and phone.Knowledge of Due Diligence involving CIP and KYC and OFAC. Understanding of banking procedures and compliance regulations.Pro...Show moreLast updated: 1 day ago
    • Promoted
    Blackstone Private Wealth Investor Services Transfer Agent Oversight, Associate

    Blackstone Private Wealth Investor Services Transfer Agent Oversight, Associate

    BlackstoneNew York, NY, US
    Full-time
    Blackstone Private Wealth Operations Manager.Blackstone is the world's largest alternative asset manager.We seek to create positive economic impact and long-term value for our investors, the compan...Show moreLast updated: 1 day ago
    • Promoted
    Customs and Border Protection Officer

    Customs and Border Protection Officer

    U.S. Customs and Border ProtectionKaser, NY, United States
    Full-time
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show moreLast updated: 30+ days ago
    • Promoted
    Client Delivery Manager

    Client Delivery Manager

    VirtualVocationsBridgeport, Connecticut, United States
    Full-time
    A company is looking for a Client Delivery Manager.Key Responsibilities Oversee and drive large, high-impact projects from initiation to completion, ensuring alignment with client and business ob...Show moreLast updated: 30+ days ago
    • Promoted
    CW-Banking Ops Specialist I

    CW-Banking Ops Specialist I

    eTeamIslandia, NY, United States
    Full-time
    Strong interpersonal and communication skills (email and phone).Knowledge of Due Diligence processes, including CIP, KYC, and OFAC, with an understanding of banking procedures and compliance regula...Show moreLast updated: 2 days ago
    • Promoted
    Portfolio Relationship Manager - Data Centers

    Portfolio Relationship Manager - Data Centers

    Associated Bank - CorpBridgeport, CT, United States
    Full-time
    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your gr...Show moreLast updated: 13 days ago
    • Promoted
    Mid-Level Mergers & Acquisitions Associate

    Mid-Level Mergers & Acquisitions Associate

    WorkonomicsNew York, NY, US
    Permanent +1
    Mid-Level Mergers & Acquisitions Associate.A leading global law firm is seeking a.Mergers & Acquisitions (M&A).This is an excellent opportunity for a skilled attorney to work on complex...Show moreLast updated: 3 days ago
    • Promoted
    Associate

    Associate

    Robert HalfTrumbull, CT, US
    Full-time
    Our client, a national insurance coverage law firm located in Fairfield County, CT, is seeking an Attorney with 1-10 years of experience litigating complex insurance claims.The firm represents poli...Show moreLast updated: 2 days ago
    • Promoted
    Co-op - Business Process Analyst - Spring 2026 (Internship)

    Co-op - Business Process Analyst - Spring 2026 (Internship)

    ASML US, LLCWilton, CT, United States
    Internship
    ASML US brings together the most creative minds in science and technology to develop lithography machines that are key to producing faster, cheaper, more energy-efficient microchips.We design, deve...Show moreLast updated: 12 days ago
    • Promoted
    Client Services Associate

    Client Services Associate

    MarketAxessNew York, NY, US
    Full-time
    The Client Services Associate will provide a central first-line Client Service and Operational Support function for our institutional clients. It is imperative that the Client Services Associate ens...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    IT Support Associate II

    IT Support Associate II

    VirtualVocationsBridgeport, Connecticut, United States
    Full-time
    A company is looking for an IT Support Associate II for IT Services Large Email Monitoring.Key Responsibilities Lead initiatives to enhance new hire and email moderation processes Oversee the de...Show moreLast updated: 4 hours ago
    • Promoted
    • New!
    Cash Management Analyst II

    Cash Management Analyst II

    Altice USABethpage, NY, United States
    Full-time
    Are you looking to Optimize your life? Start your exciting path to a rewarding career today!.We are Optimum, a leader in the fast-paced world of connectivity, and we're on the hunt for enthusiastic...Show moreLast updated: 18 hours ago
    • Promoted
    PI Litigation Attorney / Associate

    PI Litigation Attorney / Associate

    JobotBridgeport, CT, US
    Full-time
    Regional plaintiff-only firm with great reputation and high stakes cases seeks a PI Associate to join their CT or PA offices!. This Jobot Job is hosted by : Monica Feltz.Are you a fit? Easy Apply now...Show moreLast updated: 10 days ago
    • Promoted
    Co-Op Quality Engineering - Spring 2026 (Internship)

    Co-Op Quality Engineering - Spring 2026 (Internship)

    ASML US, LLCWilton, CT, United States
    Internship
    ASML US brings together the most creative minds in science and technology to develop lithography machines that are key to producing faster, cheaper, more energy-efficient microchips.We design, deve...Show moreLast updated: 12 days ago