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Analyst / Associate- Alternative Investments Client Solutions- Position Valuations and Fund Activity, (Wealth Management)

Morgan Stanley

Morgan Stanley

IT, Accounting & Finance, Customer Service
Mumbai, Maharashtra, India · Mumbai, Maharashtra, India · India
Posted on Monday, July 8, 2024

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve, and grow. A philosophy that balances personal lifestyles, perspectives, and needs is an important part of our culture.

The role is within Wealth Management in the Alternative Investments Business supporting products such as hedge funds, digital assets, private equity, private credit and private real estate. Morgan Stanley has one of the largest alternative investments platforms in the industry and it is one of the fastest growing segments of the firm. The team is responsible for processing alternative investments position valuations and fund activity in client accounts, as well as supporting the offerings on WM Alternative platform post-launch. This role will oversee a team of analysts which will review and process fund activity and position valuation information that is delivered to the firm from hundreds of third-party asset managers and fund administrators. This information provided by the funds is delivered in various formats and must be interpreted to ensure that is processed correctly in client accounts. Additionally, this role will also oversee individuals who are involved in all post-launch activities, including but not limited to: supporting the maintenance of products and platforms, working closely with control partners on various technology and strategic projects, and performing a number of oversight functions.

- Bachelor's Degree

- Ideal candidate will have 0-2 years of relevant finance industry experience

- Prior operational and/or alternative investments experience is a plus

- Proficiency in Microsoft Office with a particular strength in Microsoft Excel is required

- Ability to ensure process consistency and adherence to all procedural guidelines set forth for a process

- Ability to take direction and work independently, as well as in a team environment
- Firm understanding of the importance of accuracy in quality of work/downstream impacts

- Excellent written and verbal communication skills
- Efficient time management skills / ability to prioritize competing urgent tasks that team is involved with
- High level of organizational skills and attention to detail

Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximise their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.