Morgan Stanley

Alternative Investments Transfers, Associate

Morgan Stanley

Purchase, Harrison, NY 10577, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Are you a driven and ambitious individual looking for a new challenge in the world of finance? Morgan Stanley is seeking a highly motivated Associate to join our Alternative Investments Transfers team. In this role, you will have the opportunity to work with a diverse range of clients and transactions, while gaining valuable experience in the growing field of alternative investments. We are seeking candidates with exceptional analytical skills, strong attention to detail, and a passion for delivering exceptional service to our clients. If you are ready to take the next step in your career and join a dynamic and highly respected firm, we want to hear from you.

  1. Process and manage alternative investment transfers for a diverse range of clients.
  2. Analyze and review documentation related to alternative investment transactions.
  3. Ensure accuracy and completeness of all transfer documentation.
  4. Handle client inquiries and provide exceptional customer service.
  5. Collaborate with internal teams to facilitate timely and efficient processing of transfers.
  6. Stay updated on industry trends and regulations related to alternative investments.
  7. Maintain strict confidentiality and adhere to all compliance guidelines.
  8. Proactively identify and resolve any issues or discrepancies in transfer documentation.
  9. Conduct thorough research and analysis to support decision-making in alternative investment transfers.
  10. Develop and maintain strong relationships with clients, providing a high level of service and support.
  11. Continuously seek out opportunities for process improvement and efficiency.
  12. Maintain accurate and organized records of all transactions and client interactions.
  13. Communicate regularly with team members and management to provide updates and share insights.
  14. Participate in training and development programs to enhance knowledge and skills.
  15. Represent the company in a professional and ethical manner at all times.
Where is this job?
This job is located at Purchase, Harrison, NY 10577, USA
Job Qualifications
  • Bachelor's Degree In Finance, Accounting, Or Related Field

  • Minimum Of 2 Years Of Experience In Alternative Investments Transfers Or Related Field

  • Strong Understanding Of Financial Markets And Investment Vehicles, Including Hedge Funds, Private Equity, And Real Estate

  • Knowledge Of Transfer Agency Processes And Procedures, Including Nav Calculations, Capital Calls, And Distributions

  • Excellent Communication And Analytical Skills, With The Ability To Work In A Fast-Paced And Deadline-Driven Environment.

Required Skills
  • Financial Reporting

  • Data Analysis

  • Risk assessment

  • Fund accounting

  • Regulatory compliance

  • Asset management

  • Client Relations

  • Due Diligence

  • Portfolio analysis

  • Investment Strategies

  • Alternative Investments

  • Investment Transfers

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Attention to detail

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Alternative Investments Transfers, Associate in Purchase, Harrison, NY 10577, USA is $50,000-$70,000 per year. However, this can vary based on the specific company, experience level, and other factors. It is best to research the specific company and job requirements for a more accurate salary range.

Additional Information
Morgan Stanley is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 23rd, 2025
Apply BeforeMay 23rd, 2025
This job posting is from a verified source. 

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About Morgan Stanley

Morgan Stanley provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following business segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors.

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