Director, Investor Experience & Analytics

Morgan Stanley; Purchase (NY); On-site; USD 120,000 - 160,000; Full time

Job summary

Morgan Stanley Fund Services in Purchase, NY is looking for an experienced professional to join the Investor Experience initiative and work directly with the Head of Investor Experience to shape and execute initiatives that improve the investor journey and servicing quality.

The role requires a strong knowledge of Investor Services and Fund Administration, with capabilities in data analytics, project management, strategic execution and relationship management across AML, Tax, Documentation,

Qualifications

• Strong working knowledge of Investor Services and Fund Administration.
• Ability to build and maintain data-driven insights and metrics.
• Experience leading cross-functional initiatives to improve investor experience.

Responsibilities

• Partner with Head of Investor Experience to develop and execute Investor Experience strategy.
• Build and maintain data-driven understanding of investor population and trends.
• Lead cross-functional initiatives across Investor Services, AML, FATCA/Tax, Documentation, Operations and Technology.

Skills

Data analysis

Project management

Stakeholder management

Investor services

Strategic thinking

Communication

Tools

SQL

Tableau

Job description

Morgan Stanley Fund Services in Purchase, NY is looking for an experienced professional to join the Investor Experience initiative and work directly with the Head of Investor Experience to shape and execute initiatives that improve the investor journey and servicing quality.

The role requires a strong knowledge of Investor Services and Fund Administration, with capabilities in data analytics, project management, strategic execution and relationship management across AML, Tax, Documentation,