AVP, Alternative Investments Operations Lead

Morgan Stanley; New York (NY); On-site; USD 85,000 - 140,000; Full time

Job summary

Morgan Stanley in New York is seeking a seasoned finance professional to join the AI Client Solutions Capital Activity Team within Wealth Management. You will analyze and process fund activity from hundreds of third-party managers to ensure accurate entries in client accounts.

The ideal candidate has a Bachelor's degree, 5+ years in finance, supervisory experience, and strong MS Office skills, especially Excel.

Qualifications

• Bachelor's Degree required.
• 5+ years in finance industry.
• Experience in operations or alternative investments preferred.
• Supervisory experience and securities licensing required.
• Strong Excel proficiency and MS Office.
• Ability to lead Associates and Analysts to objectives.
• Strong communication and problem-solving skills.
• Excellent time management and attention to detail.

Responsibilities

• Analyze and process fund activity data delivered from third-party managers.
• Ensure accuracy in client accounts and downstream processing.
• Oversee a team of associates and analysts to meet objectives.
• Identify process improvements for efficiency.

Skills

Team leadership

Excel

Communication

Time management

Detail oriented

Problem solving

Independent work

Process improvement

Attention to guidelines

Education

Bachelor's Degree

Tools

Securities licensing (Series 7 or 99)

Job description

Morgan Stanley in New York is seeking a seasoned finance professional to join the AI Client Solutions Capital Activity Team within Wealth Management. You will analyze and process fund activity from hundreds of third-party managers to ensure accurate entries in client accounts.

The ideal candidate has a Bachelor's degree, 5+ years in finance, supervisory experience, and strong MS Office skills, especially Excel.