ISG Operations - Associate, Investor Services (Bangalore)
Morgan Stanley (company site, opens in a new tab)1–2 yrsBengaluruOn-siteDirect career pageEst. 6–10 LPA
Posted on 7 Sept
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Job description
Structured overview of role & requirements
About This Role
- Manage day-to-day investor services including processing subscriptions, redemptions, and account openings in compliance with fund documentation and AML regulations.
- Handle investor and fund manager queries via email and fax, escalating issues when necessary, and distribute relevant investor documentation.
- Produce MIS and operational reports, maintain accurate fund records, and communicate operational issues to management across Mumbai, Westchester, and Dublin.
Minimum Requirements
- 1-2 years work experience preferred in financial services, ideally with investor servicing or hedge fund processing.
- Third-level qualification, preferably in business or numerical discipline.
- Strong knowledge of fund offering documentation, AML controls, and relevant statutory regulations.
- Ability to operate virtual teams across geographies and adapt to high work volume periods such as month-end.
Ideal Candidate Profile
- Experienced in investor servicing within hedge fund or related financial services environment familiar with fund documentation and regulatory compliance.
- Detail-oriented with strong organizational skills and capable of managing operational risks effectively.
- Comfortable working in virtual teams across multiple time zones and handling communication with global stakeholders.