PC&E-Portfolio Operations & Investor Coverage-Analyst / Associate
| Company | Morgan Stanley |
|---|---|
| Location | New York, NY, USA |
| Salary | $110000 – $130000 |
| Type | Full-Time |
| Degrees | |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- Proficiency in Excel and PowerPoint
- Independent and self-motivated
- Willingness to learn
- Ability to multi-task and manage time effectively
Responsibilities
- Regular and ad-hoc client reporting responsibilities including quarterly summary level and full fund investor documents
- Coordination of regular and ad-hoc investor calls and meetings
- Produce and maintain strategy marketing materials
- Support development and ongoing update of all fund documents
- Respond and complete investor or prospective investor diligence requests or requests for information
- Effectively communicate fund strategies and respond to other day-to-day investor inquiries
- Support the investment teams in all day-to-day operational duties
- Maintain strong working relationships with external fund support
- Maintain proper governance of fund investment and valuation committees
- Assist in fund Annual General Meeting planning or other large format conference sessions
- Work closely with the Firm’s business continuity functions
- Lead on continued development of platform wide initiatives
Preferred Qualifications
-
No preferred qualifications provided.