- Monitor the receipt of client and investor information through fax and email, assign these to related clients' queue.
- Investigate the reason for email communication failure and remediate the same by coordinating with investors and their authorized parties.
- Validate authenticity of the investor requests and provide relevant information to investors/auditors with utmost alertness.
- Resolving general investor queries and provide appropriate responses independently with least guidance or handholding.
- Maintain distribution list of the investments as well as update phone numbers for investors and authorized parties.
- Manage Investor portal onboarding/entitlements.
- Provide investor audit confirmation statements to their auditors for year-end audits.
- Send investor statements and financial statements to, authorized parties of the investments.
- Keeping the management apprised of operational issues and updates.
- Collaborate with global counterparts and other internal stakeholders in different locations i.e. New York, Dublin, Hong Kong etc.
- Publish various control reports and MIS to internal teams, take remediating action on few of these MIS to ensure smooth conduct of business communication with investors.
- Upload investor documents to online portal.
- All the above should be carried out in compliance with the Service Level Agreements agreed with each client.
- Train junior staffs
- Sound understanding of Hedge Funds and Private Equity
- Excellent oral and written communication skills.
- Flexibility to adapt to changing needs and requirements.
- Should have a keen eye for details and accuracy.
- Ability to work in a high volume, high intensity environment and an ability to get closure on issues promptly.
- Proficient computer skills, particularly with Microsoft Office.
- Multitasking ability, managing escalations
- Managing automation projects.
- 5 – 10 years of experience in financial services firm preferably within Investor service, Client Servicing, Onboarding and Data Management
- MBA or Post-Graduation must
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Manager/Senior Manager, Centralised Investor Service Operations - Mumbai Central, India - Morgan Stanley
Description
Job Description
Company Profile
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 a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Department
Morgan Stanley Fund Services (MSFS), a wholly owned subsidiary of Morgan Stanley, provides fund administration services to world's leading hedge funds. MSFS has over 700 professionals with offices in New York, London, Hong Kong, Dublin, Glasgow, Mumbai, and Bengaluru.
Centralized Investor Service Operations
Team plays a key role in maintaining investor database like contact distribution list, phone numbers, managing investor portal entitlements, resolving general queries from investors and auditors, sending investor statements and financial statements etc.
Primary Responsibilities
** This is a night shift role : 7 PM to 4AM
Qualifications
Skills you bring in.
Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximise their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.
For further information, and to apply, please visit our website via the "Apply" button below.
