financial services associate

Goldfinch & Partners

<p>Senior Associate &ndash; Financial Services (Transactional)</p><p>Base salary: 220,000&ndash;300,000 USD | Charlotte, NC or Charleston, SC | Hybrid (3 days in office)</p><p>Goldfinch &amp; Partners is partnering with a leading US law firm to hire Senior Associates into a high-profile Financial Services practice. This is a rare chance to join a top-tier transactional team advising blue-chip financial institutions on complex, high-value deals while still enjoying a collaborative, people-focused culture.</p><p>The opportunity</p><p>- Work as a key transactional adviser within one or more of the firm&rsquo;s specialist finance groups:</p><p>Syndicated Loans, Leveraged Finance, Securitization, Renewable Energy Project Finance, and Public/Bond/Real Estate Finance.</p><p>- Represent lenders and borrowers on sophisticated deal structures, including syndicated credit facilities and leveraged finance transactions for major financial institutions.</p><p>- Lead on drafting, reviewing, and negotiating core transaction documents, balancing technical excellence with clear, commercial advice.</p><p>- Collaborate with high-calibre colleagues across the finance teams to deliver innovative solutions on headline transactions.</p><p>- Join a strategic, growth-focused practice hiring up to five transactional lawyers into this group, offering real visibility and long-term progression.</p><p>What you&rsquo;ll be doing</p><p>- Acting on complex syndicated loan and leveraged finance transactions from instruction through to closing.</p><p>- Managing multiple, high-value matters simultaneously in a fast-paced, deal-driven environment.</p><p>- Building strong relationships with in-house counsel, deal teams, and banking clients as a trusted legal and commercial partner.</p><p>- Taking ownership of transaction workstreams, supervising juniors where appropriate and ensuring seamless delivery for clients.</p><p>What we&rsquo;re looking for</p><p>- At least 5 years&rsquo; finance transactional experience, ideally from a major US or Am Law 200 firm or equivalent Big Law environment.</p><p>- Strong working knowledge of syndicated credit facilities and leveraged finance transactions, with an up-to-date deal sheet to evidence this experience.</p><p>- Excellent academics and technical skills, with the ability to operate at the highest level for sophisticated financial institutions.</p><p>- Currently admitted to the North Carolina or South Carolina Bar, or eligible to waive in immediately</p><p>- Confident communicator with strong interpersonal skills and a collaborative mindset&mdash;comfortable working closely with partners, clients, and cross-office teams.</p><p>Why this role?</p><p>- Compensation: 220,000&ndash;300,000 USD base salary, depending on level and experience.</p><p>- Hybrid working: 3 days a week in the Charlotte or Charleston office, with 2 days working from home.</p><p>- Platform: Join a nationally recognised finance powerhouse with a deep pipeline of complex leveraged finance and syndicated loan work.</p><p>- Growth: Structured career development and the chance to help shape the continued expansion of a market-leading financial services practice.</p><p>Why Goldfinch &amp; Partners?</p><p>Goldfinch &amp; Partners is the go-to recruiter for legal professionals, trusted by leading law firms and in-house teams to identify and place exceptional talent. With deep expertise across the legal market, Goldfinch &amp; Partners offers honest, strategic advice to help you make the right next move.<br/>For a confidential conversation about this Senior Associate opportunity&mdash;or to discuss other US and international transactional roles that fit your experience&mdash;contact Goldfinch &amp; Partners. All enquiries are handled discreetly, and no details are shared with any client without your express consent.</p><p>Job Type: Full-time</p><p>Pay: $220,000.00 - $300,000.00 per year</p><p>Benefits:</p><ul><li>Health insurance</li></ul><p>Work Location: Hybrid remote in Charleston, SC 29401</p>

Senior Attorney - Finance

KPMG Türkiye

<div>
 <p>
  KPMG is a global network of professional firms providing Audit, Tax and Advisory services. We operate in 142 countries, have more than 275,000 people working in member firms around the World.
  <strong>
   KPMG
  </strong>
  is the chosen business partner for many of the world&rsquo;s leading organizations.
 </p>
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  At KPMG, you&rsquo;ll join a team of diverse and dedicated problem solvers, connected by a common cause turning insight into opportunity for clients and communities around the world
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  We place a high value on providing our employees with a supportive and collaborative workplace where people are valued and empowered. In our team you can make a difference.
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  We are now taking applications for Transaction Services (Financial Due Diligence) Manager / Associate Director in our Deal Advisory team.
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  <strong>
   The opportunity
  </strong>
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  <strong>
  </strong>
 </p>
 <p>
  In every economic environment, there are opportunities to create, enhance, and preserve value. Our Deal Advisory professionals help buyers, sellers, private equity investors, governments, and lenders in developing and executing on their value strategies. Our clients are typically private corporates, private equity funds, as well as large public companies. Our people are motivated self-starters with expertise in finance, valuation, tax, accounting and financial reporting. Our network is global.
 </p>
 <p>
  <br/>
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 <p>
  KPMG's Deal Advisory practice is continuing to grow and we are currently looking for professionals at the Manager / Associate Director level for Transaction Services (Financial Due Diligence) team. Come and join us.
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  We welcome applications from candidates based in Istanbul and other cities across Turkey.
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  <strong>
   What You Will Do
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  Working in multi-disciplinary teams, you will apply your professional and technical skills on a wide variety of transactions and at different stages of the transaction cycle. As Manager / Associate Director, Transaction Services, you will
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   Manage and deliver financial due diligence projects,
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   Focus on analyzing financial data and identifying key trends behind the performance of a business, discussing business performance and forecast assumptions with senior team management, and lead to write reports that set out our findings and recommendations around the key financial and business issues and will provide value to the client through insights, factual conclusions and advice. Review and analysis of historical trading, cash flow and balance sheets,
  </li>
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   Perform financial analysis, reading financial tables of a company and identifying KPIs of various sectors,
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   Review of the adequacy of working capital facilities, including consideration of financing limits, term and covenants,
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   Reporting of potential key issues for our client including identification of risk or price affecting consideration,
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   Develop, train and coach junior team members through challenging and meaningful opportunities,
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   Deliver exceptional client service by maximizing results and driving high performance from people, while also fostering collaboration across businesses and borders,
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   Influence clients, teams and individuals positively, leading by example and establishing confident relationships as a representative of KPMG Deal Advisory,
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   Understand key objectives for clients and KPMG, and align people to them to set appropriate priorities and direction.
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  <strong>
   Requirements
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   Bachelor's degree in accounting, finance, economics, or business from an accredited ,college/university,- preferably an MSc or MA degree from an accredited college/university.
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   5-8 years of experience with a combination of transaction services (financial due diligence), audit, internal audit, financial reporting etc. experience,
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   Strong accounting/audit background preferably in Big4,
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   Professional report writing and presentation skills to assist in preparing pitch documents e.g. proposals and presentations,
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   Excellent verbal and written communication skills in English,
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   Proven ability to deliver the full cycle of project management and manage engagement teams and client deliverables, applying your professional and technical skills on a wide variety of transactions,
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   Experience with project problem diagnosis, solution development, client communications, facilitation of decision making, documentation, managing client expectations and team leadership.
  </li>
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 </p>
</div>


Transaction Services (Financial Due Diligence) Manager / Associate Director

Latham & Watkins LLP

<div><h2 class="jobSectionHeader"><b>About Latham &amp; Watkins
</b></h2><div><div><div>Latham &amp; Watkins is one of the world&rsquo;s leading global law firms advising the businesses and institutions that drive the global economy. We are the market leaders in major financial and business centers globally and offer unmatched expertise and resources to help you grow from an intellectually curious self-starter into an exceptional lawyer. If you aspire to be the best, this is where you belong.
</div></div></div><h2 class="jobSectionHeader"><b>About the Practice Group
</b></h2><div><div><div>Our team &mdash; one of the world&rsquo;s largest restructuring and special situations practices &mdash; advises the full array of stakeholders involved with financially distressed businesses, including debtors and issuers of both public and private securities, all types of creditors, equity holders, new investors, boards of directors, and senior management teams.<br>
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Combining practical commercial insight and a nuanced understanding of today&rsquo;s most innovative financial structures, we drive consensus and lay out a clear and confident vision for the best path forward.
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A significant part of our work focuses on developing creative and value-maximizing strategies in complex, and often contentious, restructuring and insolvency matters with multi-layered capital structures &mdash; including some of the largest restructurings in the past decade. Our greatest strength is cross-collaboration with other market-leading practices in all of the major financial centers across the world, including the firm&rsquo;s tax, M&amp;A, private equity, capital markets, employment and benefits, and debt finance groups. We also collaborate closely with leading practitioners across Latham&rsquo;s industry teams to deliver innovative and bespoke solutions for our clients.
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Our breadth of experience spans financial and operational restructurings, often with a cross-jurisdictional dynamic. We are equally adept at pursuing solutions in and out of court, including creditor compromise procedures, security enforcements, debt rescheduling, liability management transactions, exchange and tender offers, refinancings, new money and distressed financings, debt to-equity swap transactions, equity capital raises, and strategic and distressed M&amp;A transactions. And because corporate governance is a key consideration in any stressed or distressed situation, we work closely with companies and their boards to identify and manage risk effectively, minimize fiduciary liability, and navigate stakeholder negotiations.
<br>
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Regardless of the challenge at hand, our team responds with strategic and comprehensive counsel &mdash; allowing clients to surmount the varied legal, financial, operational, and corporate governance obstacles that may arise in troubled situations, and achieve their business or investment goals.
</div></div></div><h2 class="jobSectionHeader"><b>About the Role
</b></h2><div><div><div>The Finance Department of the New York office is seeking an associate with a minimum of 2 years of experience in financial restructuring to join our associate class. Latham&rsquo;s restructuring group represents corporations, banks, creditors&rsquo; committees, hedge funds, sponsors, and other financial institutions on a wide range of domestic and international workouts, restructurings and in-court bankruptcy proceedings.
</div></div></div><h2 class="jobSectionHeader"><b>Main Contact Details
</b></h2><div><div><div>Lateral Recruiting &mdash; Finance<br>
LateralRecruiting.Finance@lw.com
</div></div></div><h2 class="jobSectionHeader"><b>Additional Information
</b></h2><div><div><div>Investing in the well-being of our lawyers and staff is among the firm&rsquo;s highest priorities. Through our &ldquo;LiveWell Latham&rdquo; program, we offer best-in-class benefits and comprehensive resources designed to support you and your loved ones through all life&rsquo;s moments &mdash; from building a family and taking care of loved ones, to managing your health and saving for the future.<br>
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Latham &amp; Watkins is an equal opportunity employer. The Firm prohibits discrimination against any employee or applicant for employment on the basis of race (including, but not limited to, hair texture and protective hairstyles), color, religion, sex, age, national origin, sexual orientation, gender identity, veteran status (including veterans of the Vietnam era), gender expression, marital status, or any other characteristic or condition protected by applicable statute.<br>
<br>
We periodically provide demographic data to legal publications, bar associations, civic and community organizations, and in some instances, to local, state, and federal government agencies as required by law or contract. So that the firm can provide this information accurately, we request that you consider self-identifying.<br>
<br>
 review your rights under U.S. employment laws. In accordance with Latham &amp; Watkins policies, associates in this role must protect and maintain any highly sensitive, confidential, privileged, financial and/or proprietary information that Latham &amp; Watkins retains either as part of the legal services the Firm provides to clients or for internal purposes.<br>
<br>
Los Angeles: Latham &amp; Watkins LLP will consider qualified applicants with criminal histories in a manner consistent with the City of Los Angeles Fair Chance Initiative for Hiring Ordinance (FCIHO).<br>
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San Francisco: Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.<br>
<br>
Massachusetts: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. An employer that violates this law may be subject to fines and/or a private right of action for $500 in statutory damages &ldquo;for each such violation,&rdquo; among other things.
</div></div></div><h2 class="jobSectionHeader"><b>Pay Range
</b></h2><div><div><div><div><b>Associate Base Salary</b></div><div>
Discretionary bonuses may be available depending on application circumstances and position.</div><div></div><div><div><div><b><br>
Year</b></div><div><b> US Payroll</b></div></div><br>
<div><div><b>
1st Year</b></div><div> $225,000</div></div><br>
<div><div><b>
2nd Year</b></div><div> $235,000</div></div><br>
<div><div><b>
3rd Year</b></div><div> $260,000</div></div><br>
<div><div><b>
4th Year</b></div><div> $310,000</div></div><br>
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5th Year</b></div><div> $365,000</div></div><br>
<div><div><b>
6th Year</b></div><div> $390,000</div></div><br>
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7th Year</b></div><div> $420,000</div></div><br>
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8th Year</b></div><div> $435,000</div></div></div></div></div></div></div>

Associate - Finance - Restructuring & Special Situations

Alpha Corporation

<p><b>Experience:</b> Fresh to 1 year<br/><b>Department:</b> Finance<br/><b>Location:</b> Islamabad</p><p><b>Role Overview</b><br/>The Finance Associate will assist the Finance Manager in day-to-day financial operations, including accounts payable, payroll support, and invoice management. This role is ideal for candidates who are detail-oriented, proficient in Excel, and looking to grow their career in finance while gaining exposure to company-wide financial operations.</p><p><b>Key Responsibilities</b></p><ul><li>Manage accounts payable including vendor invoices, payment processing, and reconciliations.</li><li>Assist in payroll processing, ensuring accuracy and timely disbursement.</li><li>Maintain accurate financial records and assist in monthly reporting.</li><li>Support the Finance Manager in budget tracking, expense analysis, and financial documentation.</li><li>Prepare reports, summaries, and Excel-based analysis as required.</li><li>Coordinate with vendors, internal teams, and other departments on finance-related matters.</li><li>Ensure compliance with internal controls, company policies, and standard accounting practices.</li></ul><p><b>Requirements</b></p><ul><li>Bachelor&rsquo;s degree in Accounting, Commerce, Finance or related field.</li><li>Strong knowledge of MS Excel (formulas, pivot tables, VLOOKUP, etc.).</li><li>Basic understanding of accounts payable, accounts receivable, and general finance operations.</li><li>Fresh graduates or up to 1 year of relevant experience.</li><li>High level of accuracy, attention to detail, and organizational skills.</li><li>Ability to work under supervision and meet deadlines.</li></ul><p><b>What We Offer</b></p><ul><li>Hands-on exposure to full-cycle finance operations.</li><li>Close collaboration with an experienced Finance Manager.</li><li>Opportunity to grow into Finance Officer / Manager roles in the future.</li><li>Learning environment with real-time financial operations of a growing company.</li></ul><p><b>Company Links:</b></p><p><b>Email:</b> hr@alphacorp.com.pk<br/><b>Website:</b> www.alphacorp.com.pk<br/><b>LinkedIn:</b> https://pk.linkedin.com/company/alphacorporation</p><p>Job Type: Full-time</p><p>Education:</p><ul><li>Bachelor's (Required)</li></ul><p>Work Location: In person</p>

Finance Associate

Majid Al Futtaim

<div>
 <strong>
  JOB TITLE
  <br/>
  <br/>
 </strong>
 Associate - Finance | MAF Retail | Hypermarket Egypt
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  Role Summary
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 Associate - Finance is responsible for supporting the finance function by providing the relevant Head Office with timely and accurate reporting.
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  ROLE PROFILE
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   Appraise, evaluate, and inventory property and equipment, and records description, value, location, and other information.
  </li>
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   Perform daily, weekly and monthly sales reconciliations; receiving sales invoices and files, tracking changes, and reconciling with various stakeholders.
  </li>
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   Assist Auditors when an audit is being done.
  </li>
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   Make sure that the required monthly accounts transactions and reports are produced on time.
  </li>
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   Prepare the monthly operating management reports (revenue and staff cost) and help the managers in their monthly analysis of their revenue and cost.
  </li>
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   Assist the Finance Manager on forecasts and budgets preparation.
  </li>
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   Analyse records of financial transactions to determine accuracy and completeness of entries.
  </li>
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   Perform daily, weekly and monthly sales reconciliations; receiving sales invoices and files, tracking changes, and reconciling with various areas.
   <br/>
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  </li>
 </ul>
 <strong>
  Requirements
  <br/>
  <br/>
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  <li>
   Bachelor of Finance, Business Administration or Commerce.
  </li>
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   0-2 years in a similar position.
  </li>
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   Good presentation skills.
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   Effective communicator.
  </li>
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   Time management.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  What We Offer
  <br/>
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 </strong>
 <ul>
  <li>
   At Majid Al Futtaim, we&rsquo;re on a mission to create great moments, to spread happiness, to build, experiences that stay in our memories for a lifetime. We&rsquo;re proud to say that over the past 27 years, we have built a reputation as a regional market leader in what we do. Join us!
  </li>
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   Work in a friendly environment, where everyone shares positive vibes and excited about our future.
  </li>
  <li>
   Work with over 45,000 diverse and talented colleagues, all guided by our Leadership Model.
  </li>
 </ul>
</div>


Associate - Finance

DeMarco Financial Group

<p>DeMarco Financial Group is an independently owned practice supported by Raymond James Financial Services. This means you&rsquo;ll work in a small-team environment while benefiting from the systems, compliance, and technology of a major financial institution.</p><p>DeMarco Financial Group provides personalized financial planning based on client goals, time frame and their particular tolerance for risk.</p><p>Under direct supervision, uses intermediate skills obtained through experience and training to assist the Financial Advisor and provide clients with quality service. Follows established procedures to perform routine tasks and receives general guidance and direction to perform a variety of non-routine tasks with limited decision-making responsibility. Routine contact with internal and external customers is required to obtain, clarify or provide facts and information.</p><p>Job Summary</p><p>Drawing on Raymond James&rsquo; long-standing reputation for excellence in the financial services industry, The DeMarco Financial Group is seeking a dynamic Client Service Associate who is motivated, detail-oriented, and a creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to the Financial Advisor, their prospective and existing clients while working with other Raymond James&rsquo; affiliates and corporate office. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at The DeMarco Financial Group could take you!</p><p>Essential Duties and Responsibilities</p><ul><li>Services a potential moderate volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.</li><li>Works both independently and within a dynamic team environment to provide crucial support to the financial advisor, existing client relationship associate and corporate office.</li><li>With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports.</li><li>Opens new client accounts and researches client and security information using internal databases and other technologies.</li><li>For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion.</li><li>Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients.</li><li>Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor.</li><li>Creates and maintains records and files utilizing Client Relationship Management (CRM) software.</li><li>Assists Financial Advisor with marketing efforts including seminars and other client-facing events.</li><li>May enter orders at the direction of the Financial Advisor.</li><li>Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.</li><li>Performs other duties and responsibilities as assigned.</li></ul><p>Knowledge of</p><ul><li>Company&rsquo;s working structure, policies, mission, and strategies.</li><li>General office practices, procedures, and methods.</li><li>Investment concepts, practices and procedures used in the securities industry.</li><li>Financial markets, products and industry regulations.</li></ul><p>Skill in</p><ul><li>Client Relationship Management (CRM) software, or similar contact management software.</li><li>Excel, including developing spreadsheets as needed and for ongoing reporting.</li><li>Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)</li></ul><p>Ability to</p><ul><li>Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.</li><li>Analyze and research account information.</li><li>Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.</li><li>Identify time sensitive items and assess competing priorities.</li><li>Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.</li><li>Handle stressful situations and provide a high level of customer service in a calm and professional manner.</li><li>Analyze problems and establish solutions in a fast-paced environment.</li><li>Use mathematics sufficient to process account and transaction information.</li><li>Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.</li><li>Work both independently and as part of a cohesive team.</li><li>Provide a high level of customer service.</li></ul><p>Education/Previous Experience</p><ul><li>High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.</li></ul><p>High School (HS) (Required)</p><p>*College Degree Preferred</p><p>General Experience - 0 to 3 months</p><p>Resident</p><p>At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.</p><p>We expect our associates at all levels to:</p><ul><li>Grow professionally and inspire others to do the same</li><li>Work with and through others to achieve desired outcomes</li><li>Make prompt, pragmatic choices and act with the client in mind</li><li>Take ownership and hold themselves and others accountable for delivering results that matter</li><li>Contribute to the continuous evolution of the firm</li></ul><p>At Raymond James &ndash; as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.</p><p>Pay: $20.00 - $30.00 per hour</p><p>Expected hours: 20.0 &ndash; 40.0 per week</p><p>Benefits:</p><ul><li>401(k)</li><li>Paid time off</li></ul><p>Work Location: In person</p>

Client Relationship Associate

Morgan Stanley

<div><p>Investor Services, Associate, Fund Services
</p><p></p><p>We&rsquo;re seeking someone to join our team as Associate who will be responsible to provide for Day to Day Investor Services, processing investor activirty and keeping management appraised of operational issues.
</p><p></p><p>Established in 2004, Morgan Stanley Fund Services (MSFS) is a global business within the 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 and financial reporting, and tax services. 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 offers new opportunities for personal growth and innovation. Here at MSFS your career isn&rsquo;t just a job, it&rsquo;s an incredible journey fueled by collaboration, challenge, and the chance to make a meaningful impact to our business, our clients, their investors and the wider Morgan Stanley franchise.
</p><p></p><p>The MSFS Investor Services (&ldquo;IS&rdquo;) team maintains share registers and supporting every aspect of the investment cycle. The team is the engine behind fund operations, safeguarding vital investor information&mdash;from transactions and contacts to up-to-date balances&mdash;and ensuring seamless processing from the very first inquiry through ongoing support.
</p><p></p><p>As a member of IS, you&rsquo;ll be at the heart of the client experience, coordinating distribution of offering documentation, processing investor subscriptions and redemptions. You&rsquo;ll be empowered to provide essential services, including statement distribution, addressing investor queries, and handling change requests.
</p><p></p><p>MSFS IS offers opportunities for skill development, leadership, and direct impact on investor success. Join us and become part of a team that combines technical excellence, client-first service, and a commitment to industry-leading standards.
</p><p></p><p>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.
</p><p></p><p>What you&rsquo;ll do in the role:
</p><p></p><p>Service Delivery:
</p><ul><li><p>Monitor the receipt of client and investor information through fax and email.
</p></li><li><p>Ensure that all investor activity is processed in a timely and accurate manner.Open new investor accounts ensuring compliance with the fund documentation, anti-money laundering requirements, statutory regulations and company policies and procedures. Process investor transactions in line with the fund documentation, anti-money laundering requirements, statutory regulations and company policies and procedures.
</p></li><li><p>Ensure that all follow up queries to investors are handled in an appropriate manner.
</p></li><li><p>Handle routine email and fax queries from investors and fund managers in a professional and prompt manner, escalating where appropriate.
</p></li><li><p>Provide investors and their nominees with statements, contract notes and other documentation.
</p></li><li><p>Produce MIS and other internal operational reports that assist in the effective operation of the team.
</p></li><li><p>Ensuring that the records of the fund are maintained in a complete and organised manner.
</p></li><li><p>Keep management in Mumbai, Westchester and Dublin appraised of operational issues.
</p></li><li><p>All of the above should be carried out in compliance with the Service Level Agreements agreed with each client.
</p></li></ul><p></p><p>Compliance :
</p><p></p><ul><li><p>A detailed knowledge of the offering documentation for the funds being serviced.
</p></li><li><p>A thorough knowledge of the regulations that pertain to the domicile of the fund being serviced.
</p></li><li><p>A thorough knowledge of our internal policies and procedures. Particular emphasis is required on all matters relating to Anti-Money laundering controls.
</p></li></ul><p></p><p>What you'll bring to the role:
</p><p></p><ul><li><p>0 to 2 years prior work experience &ndash; preferably in financial services and with Investor servicing. Knowledge of hedge fund processing is a strong advantage.
</p></li><li><p>Good administrative and organisational skills with a particular focus on accuracy and attention to detail.
</p></li><li><p>An ability to work under pressure and an ability to cope with increased work loads at month-end.
</p></li><li><p>An ability to work as part of a virtual team that is spread across different time zones and geographies.
</p></li><li><p>An ability to use key financial systems and other IT tools.
</p></li><li><p>A third level qualification &ndash; preferably in a business or numerical discipline
</p></li></ul><p></p><p><b>WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
</b></p><p></p><p>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&rsquo;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&rsquo;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&rsquo;s also ample opportunity to move about the business for those who show passion and grit in their work.
</p><p></p><p>To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-officesinto your browser.
</p><p></p><p>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.</p></div><p></p>

Investor Services - Associate - Fund Services

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