Analyst - Onboarding and Servicing - Investment Solutions (Wealth Management) Morgan Stanley

2.0 - 6.0 years

0 Lacs

maharashtra

On-site

The candidate will cover two responsibilities that fall under the Fund Onboarding & Servicing team. The candidate will be responsible for the Document Center (Doc Center), which serves as a centralized document repository for Financial Advisors or Private Wealth Advisors (FAs/PWAs), their teams, and clients to retrieve post-sale Alternative Investments documents. Once the fund managers are onboarded to the Doc Center, the doc review team performs a "maker checker" review of a percentage of documents before publishing them to the Doc Center. The candidate's main responsibility will be to perform the "maker" review of the documents. Job Duties And Responsibilities: - Review assigned documents for accuracy of specific attributes - Identify and communicate any discrepancies found during the review - Work at a reasonable pace to meet publishing deadlines - Communicate with the "checker" when the "maker" review is complete for further review - Publish documents to the Doc Center - Record completion of the review and publishing via email for audit trail purposes The second responsibility involves handling Entitlement Groups in the Corporate Directory. The Fund Onboarding and Servicing team is in charge of managing FA's join requests to specific entitlement groups within the Corporate Directory. FAs need to join these groups to access certain Alternative Investment fund materials and intraweb sites. Job Duties And Responsibilities: - Monitor join requests via email boxes - Qualify FAs by confirming completion of specific trainings - Approve/Reject requests appropriately - Provide instructions to FAs regarding required trainings and actions to be taken - Escalate any issues to the Reg D team for resolution Morgan Stanley is an equal opportunities employer that strives to provide a supportive and inclusive environment where individuals can maximize their full potential. The workforce is diverse, reflecting a broad cross-section of global communities and backgrounds. The company's commitment to a culture of inclusion is demonstrated through its focus on recruiting, developing, and advancing individuals based on skills and talents. This is a full-time Analyst position in Wealth Management based in Mumbai, India, with a requirement of a Bachelor's Degree for education level. The posting date for this job is Aug 19, 2024.,

Posted 1 day ago

Apply

Content Writer Unyscape

3.0 - 7.0 years

0 Lacs

gautam buddha nagar, uttar pradesh

On-site

As a Creative/Content Strategist for WA, you will be responsible for developing innovative digital campaigns. Your main focus will be on creating engaging content related to personal finance, retirement planning, investment advisory, portfolio management, robo advisory, and financial advisory tools. It is crucial to ensure that all content is not only eye-catching and original but also accurate in terms of grammar, brevity, and syntax. Your role will involve crafting press releases that highlight WA's achievements, new clients, client news, and employee accomplishments. Additionally, you will be involved in various aspects of content production such as creating web pages, blogs, Q&As, FAQs, invitations, emailers, case studies, outreach articles, reports, and white papers. To excel in this position, you must conduct thorough research to understand the needs of the target audience. This includes analyzing existing content, performing online research, and engaging in interviews or collaborations with financial advisors. You will also be responsible for ensuring the accuracy, timeliness, and overall quality of the content you produce. Furthermore, you will be expected to work efficiently under tight deadlines without compromising the quality of your work. Your ability to deliver flawless content within specified timelines will be essential in meeting the demands of this role.,

Posted 1 day ago

Apply

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.