Morgan Stanley
Institutional Equity Division – Director, Fund Services Investor Experience (New York/Purchase)
$95K–$190K
New York, New York +1 · On-site · Director · Full-time · Posted Oct 6, 2026
- Location
- New York, New York
Purchase, New York - Experience
- Meaningful experience required; no specific number of years stated.
About the job
Partners with the Head of Investor Experience to improve the end-to-end investor journey across Morgan Stanley Fund Services using data analysis, cross-functional initiatives, and operational support.
What you'll do
- Develop investor population insights, metrics, dashboards, and management reporting to identify trends and improvement opportunities.
- Lead targeted, cross-functional initiatives to improve investor onboarding, workflows, service quality, and scalability.
- Coordinate complex investor servicing matters and projects from planning through implementation.
What they ask for
- Meaningful experience in Investor Services, Fund Administration, alternative asset servicing, or a related financial services discipline.
- Strong understanding of the end-to-end investor lifecycle and the operational, regulatory, and control environment for alternative investment funds.
- Ability to source, validate, maintain, and analyze large, complex datasets from multiple sources.
- Advanced Excel skills and experience developing management reporting and presentations.
Nice to have
- Experience with data visualization, business intelligence, and analytical tools.
- Working knowledge of AI and generative AI tools, particularly for data analysis, research, workflow improvement, productivity, and problem-solving.
Pay
$95,000 and $190,000 per year (base salary)
Tools
Excel
AI focus
AI and generative AI are a plus for data analysis, research, workflow improvement, productivity, and problem-solving.
Model-written summary · the original posting is authoritative