Morgan Stanley
Overview
Investor Services Representative role at Morgan Stanley. Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The global Investor Services (IS) team delivers transfer agency services and supports fund/investor relationships. Location: New York City or Purchase, NY. This position is full-time and may be based in Manhattan, NY or Purchase, NY. Responsibilities Of An Investor Services (IS) Professional
Providing day-to-day investor services to both the Fund Manager and the investors in the fund Providing oversight and guidance to other team members Escalating operational issues to line management in a timely manner Principal Accountabilities
Service Delivery Act as a primary contact point for fund investors Act as a primary contact point to the Fund Manager for investor-related information Provide authorized parties with copies of fund investment documentation Open new investor accounts ensuring compliance with fund documentation, anti-money laundering requirements, statutory regulations and company policies Process investor transactions in line with fund documentation and relevant regulations Process cash movements associated with investor activity Provide investors and nominees with statements, contract notes and other documentation Handle queries from investors and fund managers in a professional and prompt manner, escalating where appropriate Ensure fund records are complete and organized Produce MIS and other internal operational reports This role has particular responsibility for the second level review of activity entered by fellow team members All activities should be carried out in compliance with client SLAs Skills and Responsibilities
Team Leadership: Training and mentoring of some team members; escalation point for team; ensuring policies and controls are understood; timely issue awareness Compliance: Detailed knowledge of fund offering documents, applicable domicile regulations, internal policies, and anti-money laundering controls Projects: Identifying system enhancements to reduce risk and improve service; participating in project lifecycle; records conversion What You Can Expect From Morgan Stanley
We are committed to maintaining first-class service and high standards. Morgan Stanley values diversity and inclusion and offers comprehensive employee benefits and opportunities for career growth. For more information about our global offices, visit the official Morgan Stanley site. Expected base pay rate for the role will be between $90,000 and $130,000 per year for Associate at commencement. Base pay is individualized and may be part of a total compensation package that includes incentives and other benefits. Equal Opportunity Employment
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender identity or expression, national origin, citizenship, disability, marital status, pregnancy, veteran status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). Seniority level
Entry level Employment type
Full-time Job function
Other
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Investor Services Representative role at Morgan Stanley. Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The global Investor Services (IS) team delivers transfer agency services and supports fund/investor relationships. Location: New York City or Purchase, NY. This position is full-time and may be based in Manhattan, NY or Purchase, NY. Responsibilities Of An Investor Services (IS) Professional
Providing day-to-day investor services to both the Fund Manager and the investors in the fund Providing oversight and guidance to other team members Escalating operational issues to line management in a timely manner Principal Accountabilities
Service Delivery Act as a primary contact point for fund investors Act as a primary contact point to the Fund Manager for investor-related information Provide authorized parties with copies of fund investment documentation Open new investor accounts ensuring compliance with fund documentation, anti-money laundering requirements, statutory regulations and company policies Process investor transactions in line with fund documentation and relevant regulations Process cash movements associated with investor activity Provide investors and nominees with statements, contract notes and other documentation Handle queries from investors and fund managers in a professional and prompt manner, escalating where appropriate Ensure fund records are complete and organized Produce MIS and other internal operational reports This role has particular responsibility for the second level review of activity entered by fellow team members All activities should be carried out in compliance with client SLAs Skills and Responsibilities
Team Leadership: Training and mentoring of some team members; escalation point for team; ensuring policies and controls are understood; timely issue awareness Compliance: Detailed knowledge of fund offering documents, applicable domicile regulations, internal policies, and anti-money laundering controls Projects: Identifying system enhancements to reduce risk and improve service; participating in project lifecycle; records conversion What You Can Expect From Morgan Stanley
We are committed to maintaining first-class service and high standards. Morgan Stanley values diversity and inclusion and offers comprehensive employee benefits and opportunities for career growth. For more information about our global offices, visit the official Morgan Stanley site. Expected base pay rate for the role will be between $90,000 and $130,000 per year for Associate at commencement. Base pay is individualized and may be part of a total compensation package that includes incentives and other benefits. Equal Opportunity Employment
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender identity or expression, national origin, citizenship, disability, marital status, pregnancy, veteran status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). Seniority level
Entry level Employment type
Full-time Job function
Other
#J-18808-Ljbffr