Transition Management - Manager - Fund Services

Transition Management, Manager, Fund Services

We're seeking someone to join our team as a Manager who will be the central liaison between clients and our expert MSFS functional groups. From the moment a prospective client is approved and chooses to partner with us, you'll coordinate the crucial steps that ensure a seamless setup and launch on the MSFS platform.

In the Morgan Stanley Fund Services division, we work with a global institutional client base to provide hedge funds, multi-asset class investors, family offices and private equity Firms with innovative product solutions.

Established in 2004, Morgan Stanley Fund Services (MSFS) is a global business within Institutional Equities Division (IED) that provides fund administration services for over $700billion in assets across 350+ hedge funds, private equity and large family offices clients. Our best-in-class offering includes accounting and investors services, portfolio analytics, middle-office functions, regulatory reporting, and tax optimization. Delivering these services to our clients and their investors is a diverse team of 1,400 highly skilled employees across the globe based in New York, London, Glasgow, Dublin, Mumbai, Bengaluru, and Hong Kong. Joining MSFS, you will discover a dynamic environment where every day it offers new opportunities for personal growth and innovation. Here at MSFS your career isn't just a job, it's an incredible journey fueled by collaboration, challenge, and the chance to make a meaningful impact on our business, our clients, their investors and the wider Morgan Stanley franchise.

Transition Management ('TM') is the heart of client onboarding and fund launches for MSFS. The team offers the opportunity to make a direct impact on clients and their investors, guiding them through one of their most important transitions.

Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

What You'll Do In The Role

• If you're organized, proactive, and thrive in a collaborative setting where you can see the tangible results of your efforts, Transition Management is the place for you. Join us in delivering world-class service and shaping the future of client onboarding at MSFS.
• You will be responsible for project managing the onboarding process for both new and existing clients, including both the launch of new funds and the conversion of complex, established funds from other administrators.
• You will coordinate closely with clients, the business unit and external parties to ensure that all technical deliverables are met by the agreed deadline and that the client experience is first class and fully referenceable with prospective clients.
• Act as primary contact for the duration of the onboarding timeline
• Build rapid, trust-based relationships with key client stakeholders
• Project manage and seamlessly deliver the onboarding timeline and deliverables
• Create and maintain project plans
• Manage both internal and external meetings and calls, ensuring deliverable outcomes are executed on. Can include interaction with numerous parties, e.g. counsel, system vendors, PBs, outgoing Administrators (conversions)
• Coordinate Morgan Stanley Fund Services virtual teams throughout
• Identify client specific requirements, both procedural and technology
• Capture requirements for Morgan Stanley Fund Service systems, ensure accurate, timely setup and internal signoff
• Coordinate training for the client by all Morgan Stanley Fund Service functional areas e.g. Fund Accounting, Investor Services and Analytics

What You'll Bring To The Role

What You Can Expect From Morgan Stanley

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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.

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

Skills Required

Project Management