Morgan Stanley

Documentations - Associate - Fund Services

Posted On

March 5, 2025

Location

Mumbai, Maharashtra

Experience Level

Freshers/Experienced

Job Type

Permanent

Apply By

June 18, 2025

Job Description

Job Description

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.

Fund Services

This wholly owned subsidiary of Morgan Stanley administers over $200 billion of hedge fund assets. Using the Firm’s proprietary, globally accessible technology platform, the business provides a full range of fund administration services, including daily accounting and financial reporting; transfer agency and investor services; middle and back-office support; and integrated portfolio analytics. Morgan Stanley Fund Services is supported by more than 700 professionals based in New York, London, Hong Kong, Dublin, Glasgow, Bangalore and Mumbai.

We are seeking a candidate to join our Documentation Team in Mumbai, India. The Documentation Team works closely with all groups within the Fund Services business unit. These include accounting and investor services professionals, tax, risk, and transition management. The position involves support for the preparation, management and maintenance of various documentation types across a wide range of clients.

Job responsibilities include:

Maintaining client board meeting schedule and working with the various groups within the business unit to prepare board meeting materials;
Providing assistance with the set up and distribution of client offering documents;
Provision of representation letters on behalf of clients to banks, brokers, auditors and regulators;
Collecting and reviewing client capacity and authority documentation, tax documentation, and AML documentation;
Coordinating the review and resolution of issues/questions that arise from various functional areas.

Key Characteristics / Competencies

Strong knowledge of regulations (as it pertains to funds would be advantageous).
Excellent verbal, written and organizational skills including the ability to prioritize multiple tasks – possess a strong sense of urgency and excellent judgment.
Ability to learn quickly.
An ability to work under pressure and an ability to cope with increased workloads at month-end.
An ability to work as part of a global, distributed team.
A third level qualification – preferably in a legal/compliance discipline.

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.

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.

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