FundLogic Platform Management Support, Associate
Morgan Stanley
London, United Kingdom, United Kingdom
5d ago

Company Profile

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.

The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic.

Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow.

A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Team Profile Primary Responsibilities : New Business

  • Assisting in project-managing new business integration, including :
  • Attending sales meetings to learn more about the pipeline
  • Liaising with sales, the platform’s administrator and lawyers
  • Managing the client timeline to ensure a timely and successful launch
  • Responsibility to ensure that all internal review / approval processes for new business are implemented and ensure all control points are signed off prior to launch
  • Product Support

  • Providing a high level of support to the Platform Management Team as business needs dictate
  • Managing fund information and data
  • Support of the data management process , including liaising and managing relationships with third party vendors
  • Management of fee processes for distributors, alongside internal teams
  • Overseeing fund platform deal flows
  • Platform change management : co-ordinating the various tasks that are required as the platform undergoes significant change in terms of both strategy and controls
  • Provide oversight to the junior team to assist in ensuring the smooth running of the Platform on a daily basis
  • Taking a lead on implementing platform governance requirements including collating information to be presented to senior management, hosting governance meetings and completing follow-up points
  • Assisting with project work relating to legal processes of the platform and taking a lead on various regulatory projects that impact the platform
  • Skills required

  • Knowledge of funds, fund structures, fund management companies and alternative Investments required. Knowledge of UCITS regulation would be highly beneficial
  • Exposure to equity strategies would be beneficial
  • You are a high-calibre graduate with a degree from a top institution (finance or economics degree preferred, but not required).
  • You have a strong knowledge of Excel (including pivot tables, data research, multiple worksheet data management), Word and the efficient use of PowerPoint to create compelling presentations
  • You are committed to excellence in your work and maintain high professional and ethical standards.
  • You are analytical, quantitative, insightful, adaptable, detail oriented, a quick learner, enjoy problem solving, a team player, a multi-
  • tasker and possess a strong work ethic and a positive attitude.

    Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximise their full potential.

    Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives and experiences.

    Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing and advancing individuals based on their skills and talents.*LI-CN1

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