Global Director, Fund Services Documentation

Morgan Stanley; New York (NY); On-site; USD 90,000 - 200,000; Full time

Job summary

Morgan Stanley Fund Services (MSFS) in New York seeks a qualified attorney to join our Documentation Team. The role supports preparation, management and maintenance of various documentation types across a wide range of clients, coordinating with legal, AML and investor services.

You will draft and negotiate administration/service agreements, review client documents, and liaise with clients and counsel worldwide.

Qualifications

• The optimal candidate has experience in a legal role with a law firm, bank, hedge fund administrator, investment adviser or in a legal role otherwise supporting investment management
• Experience preparing and presenting subject matter trainings related to alternative investments, and developing team knowledge resources
• Comfortable speaking with clients, fund directors, and stakeholders across functions to manage issues and deliverables under time-pressure deadlines
• Experience with AML regulation of financial institutions and policy document drafting
• Familiarity with CIMA and Cayman Islands regulation over alternative funds
• ERISA knowledge a plus
• Skills: Excellent verbal, written and organizational skills including the ability to draft/review/negotiate contracts and prioritize multiple tasks – possess a strong sense of urgency and excellent judgment
• Collaboration oriented – teamwork is essential and the ability to work well with colleagues face-to-face and overseas is vital
• Very strong execution, analytical and problem-solving abilities
• Ability to learn quickly
• Strong interpersonal and client management skills, with the ability to work well both independently and in a team environment
• High attention to detail and good judgment
• Management or supervisory experience preferred
• Facility with Excel and ability to readily learn new proprietary systems – the latter is a must
• Financial services and alternative investments-related experience
• Professional demeanor, polite and well-spoken
• Good written/verbal communication skills
• Attention to detail and good data processing skills

Responsibilities

• Drafting and negotiating administration/service agreements with private fund clients
• Reviewing client offering documents, organizational documents and subscription documents and working with internal teams to provide comments back to client/client counsel
• Implementing MSFS technology initiatives – daily communication and coordination with internal operational teams globally
• Managing document process workflows to ensure document updates are properly implemented, reviewed and presented to client with a low tolerance for drafting errors
• Direct engagement with clients (in-house and external counsel, investor relations, COO/CFOs), and investors – clients are located in US, Europe, Australia and Asia
• Coordinating the review and resolution of legal-related issues/questions that arise from the investor services and accounting teams (e.g., FINRA new issue, ERISA benefit plan investor status, pledges, transfers)

Skills

Legal experience

Client management

Contract drafting

Negotiation

Regulatory knowledge

AML regulation

Cross-functional collaboration

Excel proficiency

Education

JD in corporate law

Tools

Excel

Job description

Morgan Stanley Fund Services (MSFS) in New York seeks a qualified attorney to join our Documentation Team. The role supports preparation, management and maintenance of various documentation types across a wide range of clients, coordinating with legal, AML and investor services.

You will draft and negotiate administration/service agreements, review client documents, and liaise with clients and counsel worldwide.