Investor Services Analyst
Position Description
Morgan Stanley Investment Management, together with its investment advisory affiliates, has 563 investment professionals around the world and $338 billion in assets under management or supervision as of December 31, 2012. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.
Business Overview:
Merchant Banking Real Estate Investing Investor Services provides direct client service to fund investors in MSIM's Merchant Banking division (includes Global Private Equity, Private Equity Asia, Infrastructure, and Credit) and Real Estate Investing division. Investors include institutional clients, high-net worth clients in Morgan Stanley Wealth Management and Morgan Stanley employees.
Job Description:
The Investor Services representative interacts directly with investors and their advisors by resolving their fund investment inquiries. Each representative has a responsibility to work independently to fulfill client requests, which routinely requires research and follow-up with other divisions of Morgan Stanley to provide a complete and accurate response to the client. These areas include, but are not limited to, the applicable Fund Business, Fund Controller Group, internal and external Legal teams, Tax, Treasury, and IT.
Job Duties:
• Accurate and timely resolution to a wide variety of investor inquiries and problems, some of which may be complex in nature
• Generation of required periodic investor and fund documents
• Periodic investor and fund document publishing to the Merchant Banking Investor Portal to satisfy regulatory reporting requirements
• Prepare and coordinate the distribution of required quarterly investor communications and other ad hoc fund required communications
• Prepare and publish to the Investor Portal Drawdown and Distribution notices
• Fund marketing and subscription process management
• Complete investor audit confirmations
• Process Investor Assignments
• Fund and investor data analysis
• IT systems User Acceptance Testing
• Complete special assignments with internal teams
• Investor and contact administration
• Manage client entitlements to the Merchant Banking Investor Portal and specific fund and investor related content
• File required paper and electronic documents for books and records
Skills Required
• 1-3 years of work experience in financial services
• BA/BS in Finance or related field
• Excellent written and verbal communication
• Problem resolution
• High attention to detail
• Follow-up skills
• Highly organized
• Team player
• Must be fluent in MS Office - Outlook, Word, Excel
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