Alternative Investments Subscriptions Analyst

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide an outstanding foundation for building a professional career - a place for people to learn, achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Morgan Stanley Wealth Management (“MSWM”) provides a range of wealth management products and services for affluent individuals, businesses and institutions. These services include brokerage and investment advisory, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust.

MSWM’s Alternative Investments business is an industry leading provider of alternative investments with more than $306B in assets under management* across a wide array of products, including, but not limited to hedge funds, funds of hedge funds, managed futures, private equity, private credit, real estate funds, exchange funds, real assets and digital assets.

The Alternative Investments business mission is to provide MSWM clients with a unique, world-class, diverse array of alternative investment products and services through product origination and sourcing, product management and client servicing as well as sales and marketing. It is one of the fastest growing businesses at the Firm and in the industry.

The Alternative Investments Subscriptions Analyst will be responsible for processing subscriptions across a wide spectrum of alternative investments products. This role requires the ability to communicate effectively with, as well as influence, internal and external partners, including but not limited to financial advisors and their teams, asset managers and fund administrators. In addition, the role will require tactical and strategic thought leadership focused on continual process and efficiency improvements as the industry continues to rapidly evolve.

Qualifications

• 1-3 years in a financial services-related field. Experience in operations and/or alternative investments is advantageous

• Bachelor's Degree required

• Currently hold or have the ability to obtain the Securities Industry Essentials (SIE) and Series 7 or Series 99 licenses. 

• Proficiency in Microsoft Office, with strong skills in Microsoft Excel

• Strong reasoning and problem-solving abilities, with a mindset to think and act like an owner

• Ability to follow directions and work independently, as well as collaboratively in a team environment

• Inquisitive and creative thinker, motivated to learn, and driven to achieve exceptional results

• Efficient time management skills with the ability to prioritize competing urgent tasks

• High level of organizational skills and meticulous attention to detail

• Strong work ethic with an interest in enhancing business, technical, and operational processes

• Ability to reconcile and make connections across multiple data sources

• Firm understanding of the importance of accuracy and its impact on quality and downstream processes

• Exceptional oral and written communication abilities, with the capability to engage effectively with senior management and stakeholders both internally and externally. This includes the skill to convey complex information clearly and understandably, actively listen, and adapt communication styles to suit diverse audiences. Whether the situation requires concise summaries or more detailed explanations, ensure clarity and understanding across all levels of interaction.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

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Expected base pay rates for the role will be between $70,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

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