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Morgan Stanley

Director/VP, Fund Services – Documentation

Morgan Stanley

Fund documentation Director/VP supporting Morgan Stanley’s private-fund administration business. Drafting agreements, managing legal workflows, and coordinating client and regulatory documentation.

Posted 8/21/2026full-timePurchase • New York • 🇺🇸 United StatesLead💰 $90,000 - $200,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in drafting and negotiating contracts, managing document workflows, and ensuring compliance with AML regulations and alternative investment standards. Strong analytical, problem-solving, and client management skills are essential for success in a fast-paced financial services environment.

Highest-signal resume keywords
Contract DraftingAML Regulation ComplianceAlternative Investments KnowledgeDocument Workflow ManagementClient Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Contract NegotiationPolicy Document DraftingRegulatory ComplianceData ProcessingSubject Matter Training PreparationExcel ProficiencyCIMA FamiliarityERISA KnowledgeAnalytical SkillsProblem-Solving Abilities
Soft Skills
Excellent Verbal CommunicationExcellent Written CommunicationOrganizational SkillsCollaboration OrientationStrong Interpersonal Skills
Tools & Technologies
MSFS TechnologyProprietary Systems
Certifications & Qualifications
JD
Industry Keywords
Private Fund ClientsInvestment ManagementHedge Fund AdministrationFinancial ServicesCayman Islands Regulation

About the role

Key responsibilities & impact
  • Draft and negotiate administration and service agreements with private fund clients
  • Review client offering, organizational, and subscription documents
  • Work with internal teams to provide comments to clients and client counsel
  • Implement MSFS technology initiatives such as Online Forms
  • Communicate and coordinate daily with internal operational teams globally
  • Manage document process workflows
  • Ensure document updates are properly implemented, reviewed, and presented to clients with a low tolerance for drafting errors
  • Engage directly with clients, in-house and external counsel, investor relations teams, COO/CFOs, and investors
  • Coordinate review and resolution of legal-related issues arising from investor services and accounting teams
  • Support a broad range of documentation types across private-fund clients
  • Keep current with evolving business needs and regulatory changes

Requirements

What you’ll need
  • Experience in a legal role with a law firm, bank, hedge fund administrator, investment adviser, or other investment-management support role
  • Experience preparing and presenting subject matter trainings related to alternative investments
  • Experience developing team knowledge resources
  • Ability to manage issues and deliverables under time-pressure deadlines
  • Experience with AML regulation of financial institutions and policy document drafting
  • Familiarity with CIMA and Cayman Islands regulation over alternative funds
  • ERISA knowledge a plus
  • Excellent verbal, written, and organizational skills
  • Ability to draft, review, and negotiate contracts
  • Ability to prioritize multiple tasks
  • Strong sense of urgency and excellent judgment
  • Collaboration-oriented and able to work with colleagues face-to-face and overseas
  • Very strong execution, analytical, and problem-solving abilities
  • Ability to learn quickly
  • Strong interpersonal and client management skills
  • Ability to work independently and in a team environment
  • High attention to detail and good judgment
  • Facility with Excel and ability to learn proprietary systems
  • JD with experience in a corporate law environment
  • Financial services and alternative-investments-related experience
  • Professional demeanor
  • Good written and verbal communication skills
  • Good data processing skills

Benefits

Comp & perks
  • Comprehensive employee benefits and perks
  • Morgan Stanley-sponsored benefit programs
  • Incentive compensation
  • Discretionary bonuses
  • Other short- and long-term incentive packages
  • Opportunities for career mobility across the business
  • Supportive and empowering work environment
  • Diversity and inclusion commitment