AVP, Alternative Investments Operations Leader

Morgan-Stanley; Town of Islip (NY); Vor Ort; USD 85.000 - 140.000; Vollzeit

Zusammenfassung

Morgan Stanley, a leading global financial services firm, seeks a skilled professional for Wealth Management within the Alternative Investments team. The role focuses on processing fund activity from many third-party managers, ensuring accuracy and timely posting to client accounts.

The candidate will oversee a team of Associates and Analysts, drive process improvements, and maintain rigorous procedural adherence while partnering with senior managers across the firm.

Qualifikationen

• Bachelor's Degree in a finance-related field.
• 5+ years in finance industry.
• Supervisory experience strongly preferred and securities licensing (Series 7 or 99) required.
• Strong Excel skills and MS Office proficiency.
• Ability to drive process improvements and maintain accuracy.

Aufgaben

• Analyze and process fund activity from third-party managers.
• Ensure data is correctly reflected in client accounts.
• Oversee Associates and Analysts to meet objectives.
• Communicate findings to senior management.

Kenntnisse

Finance industry experience

Supervisory experience

Series 7/99 license

Excel proficiency

Strong communication

Attention to detail

Time management

Team leadership

Ausbildung

Bachelor's Degree

Tools

Microsoft Office

Microsoft Excel

Jobbeschreibung

Morgan Stanley, a leading global financial services firm, seeks a skilled professional for Wealth Management within the Alternative Investments team. The role focuses on processing fund activity from many third-party managers, ensuring accuracy and timely posting to client accounts.

The candidate will oversee a team of Associates and Analysts, drive process improvements, and maintain rigorous procedural adherence while partnering with senior managers across the firm.