Fund Services, Associate/Director
Morgan Stanley
full-time
Posted on:
Location Type: Office
Location: New York City • New York • United States
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Salary
💰 $95,000 - $190,000 per year
Job Level
About the role
- Provide day-to-day investor services to fund managers and investors
- Act as a primary contact for fund investor queries
- Ensure compliance with fund documentation and regulations
- Process investor transactions and maintain fund records
- Produce internal operational reports to assist team efficiency
Requirements
- Experience in investor services in a financial institution
- Ability to comply with regulations and internal policies
- Strong knowledge of Anti-Money Laundering controls
- Effective team leadership and mentoring skills
- Excellent communication skills with fund managers and investors
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
investor servicescompliancetransaction processingfund documentationoperational reportingAnti-Money Laundering controls
Soft Skills
team leadershipmentoringcommunication