Institutional Equity Division – Director, Fund Services Investor Experience (New York/Purchase)

Morgan Stanley; Purchase (NY); Presencial; USD 120 000 - 160 000; Tempo integral

Resumo da oferta

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,

Qualificações

• 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.

Responsabilidades

• 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.

Conhecimentos

Data analysis

Project management

Stakeholder management

Investor services

Strategic thinking

Communication

Ferramentas

SQL

Tableau

Descrição da oferta de emprego

Morgan Stanley Fund Services

Established in 2004, Morgan Stanley Fund Services (MSFS) is a global business within the Institutional Equities Division (IED) providing fund administration services to hedge funds, private equity funds and large family offices. Our offering includes fund accounting and investor services, portfolio analytics, middle-office functions, regulatory and financial reporting, and tax services.

Investor Experience

Morgan Stanley Fund Services

Established in 2004, Morgan Stanley Fund Services (MSFS) is a global business within the Institutional Equities Division (IED) providing fund administration services to hedge funds, private equity funds and large family offices. Our offering includes fund accounting and investor services, portfolio analytics, middle-office functions, regulatory and financial reporting, and tax services.

MSFS is seeking an experienced professional to join its Investor Experience initiative, reporting directly to the Head of Investor Experience.

Position Overview

This individual will partner with the Head of Investor Experience to help shape and execute initiatives designed to continuously improve the experience of investors across the MSFS platform.

The role requires a strong working knowledge of Investor Services and Fund Administration, combined with capabilities in data and analytics, project management, strategic execution, relationship management and operational servicing.

The successful candidate will develop a data-driven understanding of the MSFS investor population, maintain readily available insights on investor activity, profiles and trends, and use those insights to identify opportunities for improvement. The individual will also lead cross-functional initiatives, including targeted efforts for specific investor segments such as nominee investors, intermediaries and wealth management platforms.

This role will work particularly closely with Investor Services, while partnering across AML, FATCA/Tax, Documentation, Operations, Technology and other functions involved in investor onboarding and ongoing servicing.

We are looking for a proactive, collaborative professional who can operate with a high degree of ownership and move comfortably between strategic thinking, data analysis, project execution and hands‑on problem solving.

Key Responsibilities

• Partner with the Head of Investor Experience to develop and execute the Investor Experience strategy, identifying opportunities to improve the end-to-end investor journey, service quality, efficiency and scalability.
• Develop and maintain a data-driven understanding of the MSFS investor population, including investor profiles, activity, transaction patterns, behaviors and servicing trends.
• Build and maintain reliable, readily available Investor Experience metrics,