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

2 - 6 years

0 Lacs

maharashtra

Posted:2 days ago| Platform: Shine logo

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Skills Required

document review accuracy checking publishing documents email communication entitlement groups management join requests monitoring training confirmation request approvalrejection issue escalation

Work Mode

On-site

Job Type

Full Time

Job Description

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.,

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Morgan Stanley
Morgan Stanley

Financial Services

New York NY

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