Morgan Stanley

Alternative Investments Subscriptions Analyst

Morgan Stanley$70K — $115K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 1-3 years experience in financial services, preferably in operations or alternative investments
  • Bachelor's Degree in a relevant field
  • Ability to obtain SIE and Series 7 or Series 99 licenses
  • Proficiency in Microsoft Office, especially Excel
  • Strong analytical and problem-solving skills
  • Effective communication skills, both oral and written
  • Detail-oriented with excellent organizational skills
  • Capacity to manage multiple tasks with efficiency

Responsibilities

  • Process subscriptions for various alternative investment products
  • Engage with financial advisors, asset managers, and fund administrators
  • Leverage tactical and strategic thinking to improve processes
  • Collaborate with internal and external partners to enhance service delivery
  • Analyze and reconcile data from multiple sources
  • Maintain a high level of accuracy in reporting and documentation
  • Contribute to ongoing improvements in operational efficiency

Benefits

  • Comprehensive employee benefits and perks
  • Opportunities for professional growth and mobility within the firm
  • Support for work-life balance and family needs
  • Collaborative and inclusive workplace culture
  • Access to diverse teams and creative thinkers
  • Commitment to community involvement and diversity initiatives
Full Job Description
The Alternative Investments Subscriptions Analyst will be responsible for processing subscriptions across a wide spectrum of alternative investments products. This role requires the ability to communicate effectively with, as well as influence, internal and external partners, including but not limited to financial advisors and their teams, asset managers and fund administrators. In addition, the role will require tactical and strategic thought leadership focused on continual process and efficiency improvements as the industry continues to rapidly evolve.

Qualifications
  • 1-3 years in a financial services-related field. Experience in operations and/or alternative investments is advantageous
  • Bachelor's Degree required
  • Currently hold or have the ability to obtain the Securities Industry Essentials (SIE) and Series 7 or Series 99 licenses.
  • Proficiency in Microsoft Office, with strong skills in Microsoft Excel
  • Strong reasoning and problem-solving abilities, with a mindset to think and act like an owner
  • Ability to follow directions and work independently, as well as collaboratively in a team environment
  • Inquisitive and creative thinker, motivated to learn, and driven to achieve exceptional results
  • Efficient time management skills with the ability to prioritize competing urgent tasks
  • High level of organizational skills and meticulous attention to detail
  • Strong work ethic with an interest in enhancing business, technical, and operational processes
  • Ability to reconcile and make connections across multiple data sources
  • Firm understanding of the importance of accuracy and its impact on quality and downstream processes
  • Exceptional oral and written communication abilities, with the capability to engage effectively with senior management and stakeholders both internally and externally. This includes the skill to convey complex information clearly and understandably, actively listen, and adapt communication styles to suit diverse audiences. Whether the situation requires concise summaries or more detailed explanations, ensure clarity and understanding across all levels of interaction.


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 $70,000 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.

About Morgan Stanley

Morgan Stanley Investment Management are active managers of capital, working to outperform the market and deliver results for their clients. Morgan Stanley Investment Management's long-tenured professionals apply their experience and expertise across public and private markets, in single-sector, multi-asset and custom solutions.

Morgan Stanley Careers

Joining Morgan Stanley today means becoming part of a global team dedicated to strengthening communities, pioneering innovation, and fostering diversity. As a leading global financial services firm, Morgan Stanley offers unparalleled job opportunities, career growth, and a culture of leadership that together create an exceptional employment experience. Work You’ll Do At Morgan Stanley, you will collaborate with knowledgeable professionals to drive innovation and deliver solutions in financial services. Our team is composed of diverse, talented individuals who bring their unique skills and perspectives to work every day, setting the standard for leadership in the global market. Morgan Stanley is not just a company; it's a place where ambitious, creative, and skilled individuals can build a rewarding career. Here, you can experience the benefits of a vibrant culture dedicated to professional growth and diversity training. Internship Programs Kickstart your career with Morgan Stanley’s internship programs. These positions offer invaluable industry insights and professional experience to students and recent graduates. Interns at Morgan Stanley gain hands-on experience, working alongside seasoned experts in a dynamic, supportive environment. Innovation and Professional Growth We believe in the power of innovation to solve complex problems and encourage our team to think differently and act boldly. Morgan Stanley supports your career development through comprehensive training, development programs, and leadership workshops, ensuring that every employee has the tools they need to succeed. Join Our Team Explore the various job opportunities at Morgan Stanley, from entry-level positions to executive roles. We are hiring individuals who are passionate about finance and eager to contribute to a team that values integrity, excellence, and a forward-thinking mindset. Enhance your skills through our networking events, mentorship opportunities, and ongoing professional development. Stay Connected Keep up to date with the latest from Morgan Stanley Careers by subscribing to our job alert emails. Tailor your preferences to receive updates about new postings, career tips, and exclusive insights from our team leaders. Apply Now Ready to take the next step in your career? Search open positions that match your skills and interests on the Morgan Stanley Jobs portal. Prepare your resume, refine your interview techniques, and join a company that values innovation and leadership. At Morgan Stanley, we’re not just building careers—we’re developing leaders. Discover how far your talents can take you by joining our team today.
Learn more about Morgan Stanley
Size
77,000 employees
Market Cap
$144.1 billion
Industry
Net Income
$10.9 billion
Founded
1935
5 Year Trend
+10%
Revenue
$52 billion
NASDAQ

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