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E*TRADE from Morgan Stanley · 3 months ago

Investment Management- PSG Investment Support- Analyst/ Associate

West Conshohocken, Pennsylvania, United States of America

Full-time

Onsite

Mid Level

$90K/yr - $120K/yr

3+ years exp

E*TRADE from Morgan Stanley is a leading global financial services firm. They are seeking a strong Analyst/Associate to join their Investment Support team, which is responsible for supporting trades order generation and ensuring the smooth operation of investment management processes.

BankingFinanceFinancial Services

Responsibilities

Work with portfolio managers/investment team to support trades order generation, which include trading of mutual funds, equities, equity index futures, fixed income securities, fixed income derivatives , FX forwards and private placement funds

Experience with investments operations (trade lifecycle from front to back including counterparties, custodian, fund admin, transfer agent)

Overall investment performance and attribution knowledge to understand the composition of investments characteristics and trouble shoot issues as they arise

Complete investment subscription and redemption documents accurately and efficiently

Support new business on-boarding or termination – this includes liaising with different groups including legal, Document management, AML requests, fund questions regarding underlying client

Enter trades via multiple trades order management systems for public and private investments

Review daily cash flows into funds and implement trades to bring exposures in line

Work with other members of the Middle Office team to process various subscriptions and redemptions as requested by the investment team

Monitor daily portfolio cash availability for investment management and assist with troubleshoot with various groups within portfolio services teams across MSIM or external custodians

Help review client IMAs to ensure the investment guidelines are correctly coded in the trading and compliance systems

Collaborate with other Middle Office team members, Operations Team Members, GMA, and other teams on timely communications, and working on timely executions of the trade requests, support queries and resolve issues as they arise

Ensure that applicable policy and desktop procedures are updated regularly, implemented effectively, and reflect best practices standards

Opportunity to work on special projects in support of senior manager of PSGMO team

Business management responsibilities in support of senior manager of PSGMO

Qualification

Investment management knowledgeMulti-assets understandingTrade lifecycle experienceFinance industry experienceAttention to detailLearn quicklyCommunication skillsOrganizational skillsTeam-orientedProblem-solving mindset

Required

Business majors in Finance, Accounting or Business management

3+ years of Finance industry experiences

In depth knowledge of the global investment management industry

The ability to work independently with minimal supervision and flexibility to contribute during peak trading time

Strong communication skills, being able to interface effectively with bright quantitative colleagues as well as non-technical audiences

Possess attention to detail within the larger context of a complex investment ecosystem

Knowledge of investments attributes of alternatives (i.e., hedge & private equity funds) and public assets (equities, fixed income & derivative) is a plus

Demonstrate ability to work effectively in a team-oriented environment

Attention to detail to ensure quality, completeness, and accuracy of work

Ability to communicate well, both orally and in writing

Self-motivated with strong organizational skills with the ability to learn quickly with minimal supervision

Ability to learn various operating / trading systems

High aptitude of solution base mindset, ability problem solves with existing operating framework and future state of target operating model

Preferred

Understanding of multi-assets (mutual funds, private equity funds, hedge funds, equities, fixed income securities, derivatives in futures, fixed income derivatives and FX forwards)