Alternative Investments – Fund Onboarding and Engagement Analyst

This role sits within Wealth Management’s Alternative Investments business, supporting products such as hedge funds, digital assets, private equity, private credit, and private real estate. The Fund Onboarding and Engagement Analyst partners with fund managers, fund administrators, and internal teams to onboard new alternative investment products to the Wealth Management platform and improve the operating environment through structured problem-solving, controls, and effective escalation.

Key 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

Required Qualifications

• 2+ years of management consulting, strategy consulting, product management, project management, or equivalent experience in a similar role
• Demonstrated ability to work collaboratively, take initiative, manage multiple priorities, and execute in a fast-paced, high-demand environment
• Highly motivated and well-organized; able to execute with minimal supervision, prioritize effectively, and deliver within established timeframes
• Strong partnering skills—ability to work with SMEs and teammates to shape deliverables and identify the right path to completion
• Strong problem-solving skills, including identifying risks early and developing actionable mitigation plans
• Strong analytical skills and experience using objective data to drive recommendations
• Strong communication skills (written and verbal), including the ability to explain complex topics concisely to audiences of varying seniority
• Strong client/stakeholder management skills and comfort working with colleagues at all levels
• Securities Industry Essentials (SIE), Series 7, and Series 66 (or equivalent) preferred but not required

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years.  Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

Expected base pay rates for the role will be between $57,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).