Institutional Equity Division - Associate, Investor Services

Skills this role screens for

About the role

Morgan Stanley is hiring for the role of Institutional Equity Division - Associate, Investor Services!

The work

Responsibilities of the Candidate

• Monitor the receipt of client and investor information through fax and email.
• Ensure that all investor activity is processed in a timely and accurate manner.Open new investor accounts ensuring compliance with the fund documentation, anti-money laundering requirements, statutory regulations and company policies and procedures. Process investor transactions in line with the fund documentation, anti-money laundering requirements, statutory regulations and company policies and procedures.
• Ensure that all follow up queries to investors are handled in an appropriate manner.
• Handle routine email and fax queries from investors and fund managers in a professional and prompt manner, escalating where appropriate.
• Provide investors and their nominees with statements, contract notes and other documentation.
• Produce MIS and other internal operational reports that assist in the effective operation of the team.
• Ensuring that the records of the fund are maintained in a complete and organised manner.
• Keep management in Mumbai, Westchester and Dublin appraised of operational issues.
• All of the above should be carried out in compliance with the Service Level Agreements agreed with each client.

Who they want

Requirements

• 0 to 2 years prior work experience – preferably in financial services and with Investor servicing. Knowledge of hedge fund processing is a strong advantage.
• Good administrative and organisational skills with a particular focus on accuracy and attention to detail.
• An ability to work under pressure and an ability to cope with increased work loads at month-end.
• An ability to work as part of a virtual team that is spread across different time zones and geographies.
• An ability to use key financial systems and other IT tools.
• A third level qualification – preferably in a business or numerical discipline.