Alternative Investments – Fund Onboarding and Engagement Analyst

Morgan Stanley is a leading global financial services firm that helps clients raise, manage and allocate capital. The Fund Onboarding and Engagement Analyst will support the onboarding of new alternative investment products and improve operational processes through collaboration with fund managers and administrators.

Responsibilities:

• Own day-to-day onboarding engagement with Fund Managers and Fund Administrators to drive an efficient, well-governed operational onboarding experience
• Develop deep product and platform expertise across the Alternative Investments suite and the systems/processes that support them
• Coordinate with Fund Managers and Administrators to facilitate the upload of post-sale documentation to a document repository
• Execute against the target operating model and strategic vision by contributing to and delivering programs, services, and initiatives that support platform growth and operational readiness
• Diagnose and solve complex business/operational issues by gathering relevant information, performing analysis, and translating findings into practical recommendations and action plans
• Lead working sessions and stakeholder meetings to align on issues, socialize options, drive decisions, and track follow-through
• Establish controls and drive accountability for assigned initiatives (e.g., milestones, risk tracking, progress reporting) to help limit risk exposure
• Escalate issues and events to appropriate partners (senior business managers, senior risk managers, legal, and third parties as needed) to ensure timely awareness and resolution