Client Service Analyst

Position Description

Position Description
Morgan Stanley Alternative Investment Partners ("AIP") manages approximately $28 billion in assets under management and advisement as of September 30, 2012 across its portfolios and is positioned to provide clients with a full range of alternatives solutions. AIP provides innovative alternative investment solutions across hedge funds, private equity, real estate and diversified alternatives through comingled funds and separate accounts.
Position Description
As a member of the AIP team, the individual in this position will serve as a member of the client service team supporting the private equity and real estate groups. The client service team is responsible for, among other things, the preparation of quarterly investor letters and conference call materials, conducting investor portfolio reviews, the organization of client events, including the annual investor webcast, communication with investors about reporting and capital calls/distributions and the timely response to all inbound investor inquiries. This position is located in West Conshohocken, PA (Suburban Philadelphia).
Responsibilities
• Support the private equity and real estate client service function.
• Assist with the creation of quarterly client letters for all private equity and real estate fund of funds products and separate accounts. This includes compiling underlying data from multiple data sources using Word, Excel, Documentum and AIP's proprietary on-line private equity data portal.
• Assist with the creation of private equity and real estate investor portfolio review materials. This includes creating and updating content in PowerPoint presentations.
• Assist in the planning and execution of AIP's annual investor webcast and other client events.
• Work with the Operations and the Information Technology teams to create and distribute custom quarterly reports for clients.
• Manage posting of documents on Client web reporting portal and the creation of emails and distribution of emails about reporting to investors.
•Regularly post documents to IntraLinks, a third party data room provider, for clients.
Contribute to the ongoing project to automate client reporting and make the process more efficient.
• Assist with the creation and delivery of customized materials responding to requests from clients and consultants.
• Facilitate communications and processes regarding clients between AIP and Morgan Stanley Investment Management ("MSIM") Marketing, MSIM Sales, Morgan Stanley Smith Barney and other divisions of Morgan Stanley, including the Operations, Information Technology, Legal, Design and Tax groups.
• Perform related duties as assigned.

Skills Required

Skills Required
• BS degree or equivalent
• Knowledge of/experience in alternative investments, especially private equity or real estate investments, a plus.
• Excellent quantitative, written, verbal and interpersonal skills, including the ability to interact effectively with business development contacts, prospects, consultants and clients.
• Highly detail oriented with a strong ability to manage and execute simultaneous projects and tasks without reminders.
• Flexible attitude with the willingness to expand, create and institute new business projects and ideas at the direction of the team.
• Exceptionally self-motivated, with a high level of initiative and the resourcefulness to efficiently and effectively problem solve.
• Strong knowledge of and ability to use Microsoft Word, Excel and PowerPoint.

June 29, 2013 • Tags:  • Posted in: Financial

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