Alternative Investments – Fund Onboarding and Engagement Analyst

Morgan Stanley • New York, NY

6d • $57,000 - $115,000

About The Position

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.

Requirements

• 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

Nice To Haves

• Securities Industry Essentials (SIE), Series 7, and Series 66 (or equivalent) preferred but not required

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed