Alternative Investments - Fund Engagement Associate

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 Engagement Associate partners with fund managers, fund administrators, and internal teams to ensure reporting of alternative investment products on the Wealth Management platform adheres to best practices. The associate will seek to improve the operating environment through structured problem-solving, controls, and effective escalation.

Key Responsibilities

• Own day-to-day engagement with Fund Managers and Fund Administrators to drive an efficient, well-governed operational experience across ongoing fund reporting, issue resolution, and fund servicing
• Develop deep product and platform expertise across the Alternative Investments suite, including the systems and processes that support capital activity, valuations, transfers, subscriptions, redemptions, and investor reporting
• Perform detailed analysis of position- and fund-level cash flows, investor-level performance reporting, and related data to identify issues, trends, and opportunities for remediation
• Support quarterly review and maintenance of UHNW client accounts, ensuring data quality, reporting accuracy, and timely resolution of operational breaks
• Use the Alternative Investments Reconciliation System, AIRS, and other platform tools to research, analyze, and remediate illiquid valuation breaks and related reporting discrepancies
• Meet regularly with external funds and fund administrators to address systematic reporting or process errors and drive accountability for timely correction
• Diagnose and solve complex business and operational issues by gathering relevant information, performing analysis, and translating findings into practical recommendations and action plans
• Collaborate closely with teams across AICS and other internal partners to identify inefficiencies, strengthen controls, and support initiatives that improve platform operations and readiness
• Establish controls and drive accountability for assigned initiatives, including milestones, risk tracking, and progress reporting, to help limit risk exposure
• Escalate issues and events to appropriate partners, including senior business managers, senior risk managers, legal, and third parties as needed, to ensure timely awareness and resolution

Required Qualifications

• 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, including the ability to work with SMEs, teammates, external funds, and fund administrators 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 identify breaks, evaluate reporting accuracy, and drive recommendations
• Strong communication skills, written and verbal, including the ability to explain complex topics concisely to audiences of varying seniority
• Strong client and stakeholder management skills and comfort working with colleagues at all levels
• Securities Industry Essentials, SIE, Series 7, and Series 66, or equivalent, preferred but not required

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.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .

Client-provided location(s): Purchase, NY

Job ID: Morgan-PT-JR040672

Employment Type: FULL_TIME

Posted: 2026-07-24T18:44:57