Specialized Consultant Junior

New York, NY

Post Date: 11/21/2017 Job ID: 10276568 Industry: FIN Consulting
Description:
Top skills: Paralegal, intense attention to detail, client onboarding experience

Business Overview:
Brokerage Investment Management Investor Services provides direct client service to fund investors in MSIM's private fund businesses, including Real Assets (Real Estate and Infrastructure), Private Equity and Private Credit. Investors include institutional clients, high-net worth clients in Brokerage Wealth Management and Brokerage employees.
Job Description:

Become an integral part of the Client Onboarding Team, leveraging knowledge of legal documents and fund subscription best practices and procedures. Interact directly with external administrators, internal operations, and legal/compliance, including AML and KYC teams.

Responsibility to work independently and as part of a team to onboard private fund subscriptions, which may routinely require research and follow-up with other divisions of Brokerage. These areas include, but are not limited to private fund businesses, Portfolio Management, Fund Controller groups, Wealth Management teams, internal and external Legal teams, Tax, Treasury, external fund administrators, and IT. Help to promote efficiencies and best practices in client onboarding and investor services teams.

Primary Job Duties can include:
" Overall client administration support
" Reviewing and finalizing new account opening documentation
" Assist in the processing of Investor Assignments
" Investor and contact data entry and database maintenance and other administrative/operational support
" Fund and investor data analysis
" Accurate and timely resolution to a wide variety of investor inquiries and problems, some of which may be complex in nature
" Manage client entitlements to the Merchant Banking Investor Portal and specific fund and investor related content
" Tax, FATCA, CRS related administrative support
" Complete special assignments with internal teams
" File required paper and electronic documents for books and records
" IT systems User Acceptance Testing
Skills Required:

" 3-5 years of work experience in financial services
o Heavy background in Investor/Client Onboarding experience, including KYC and AML
" BA/BS in Finance or related field
" Paralegal certificate or JD (preferred but not required)
" Excellent written and verbal communication
" Problem resolution
" High attention to detail
" Excellent follow-up skills
" Highly organized

Ashley Maldonado


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