✦ Luna Orbit — Business Analysis

Fund Services Investor Services, Associate/Director

at Morgan Stanley

📍 2 Locations Unknown 💰 $190K – $190K USD / year Posted March 13, 2026
Salary $190K – $190K USD / year
Type Not Specified
Experience mid
Exp. Years Not specified
Education Not specified
Category Business Analysis

This role involves managing investor relations, processing transactions, and supporting fund operations to ensure seamless investor experience and compliance.

  • Investor services
  • Share register management
  • Process investor transactions
  • Provide investor support
  • Coordinate with fund managers

The candidate will handle investor documentation, share register management, and coordinate with fund managers, ensuring accurate and compliant investor records.

The ideal candidate is experienced in investor services and fund operations, with strong coordination and customer service skills. Familiarity with share register management and investor onboarding is preferred.

Investor servicesShare register managementProcessing investor transactionsProviding investor supportCoordination with fund managers
Experience with investor onboardingFund documentation complianceAML requirements
Fund documentation systemsInvestor management platforms
Investor ServicesShare Register ManagementInvestor TransactionsDistribution of Offering DocumentationInvestor SubscriptionsRedemptionsAMLFund DocumentationInvestor SupportFund Operations
Investor ServicesShare Register ManagementInvestor TransactionsDistribution of Offering DocumentationInvestor SubscriptionsRedemptionsInvestor QueriesChange Requests
Customer ServiceCommunicationCoordinationAttention to Detail
Industry Financial Services / Banking
Job Function Investor Services Associate/Director
Investor ServicesShare Register ManagementInvestor TransactionsDistribution of Offering DocumentationInvestor SubscriptionsRedemptionsAMLFund DocumentationInvestor SupportFund Operations

Lack of experience in investor services, No familiarity with fund documentation or AML, Unwillingness to work in multiple locations

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