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Team Profile Morgan Stanley's FundLogic team is seeking an enthusiastic and committed individual to join them for a full-time role, focusing on Platform Management.
FundLogic Alternatives Plc was launched in April 2010 with the aim of providing alternative funds to investors in a regulated UCITS wrapper. The platform stemmed from a joint venture between the Institutional Equity Division and the Prime Brokerage business at Morgan Stanley. At the end of 2016, Morgan Stanley decided to move the platform solely to the Prime Brokerage division in order for FundLogic to fully benefit from the broader PB structure. Following this restructuring, the FundLogic platform was able to take full...
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FundLogic Alternatives Plc was launched in April 2010 with the aim of providing alternative funds to investors in a regulated UCITS wrapper. The platform stemmed from a joint venture between the Institutional Equity Division and the Prime Brokerage business at Morgan Stanley. At the end of 2016, Morgan Stanley decided to move the platform solely to the Prime Brokerage division in order for FundLogic to fully benefit from the broader PB structure. Following this restructuring, the FundLogic platform was able to take full advantage of the wider PB technology, of its operational infrastructure and of its strong relationships with investment managers. This has helped the platform to grow its assets under management considerably. The platform also supports Morgan Stanley's derivative strategies group with bespoke solutions for a variety of clients, a part of the business that has also grown considerably.
Primary Responsibilities: New Business
Assist with structuring new UCITS funds on the platform and determining the optimum methodology to achieve the fund's proposed investment objective
Review and draft fund docs including the fund's prospectus supplement and KIID
Liaise with internal stakeholders on structuring issues including sales, financial engineering, portfolio managers, legal, risk and compliance teams
Liaise with external vendors and clients on fund structuring matters including the administrator and depository
Presenting to the fund's board of directors on new projects and issues relating to the platform
Assist stakeholders and clients on questions relating to fund products and platform
Liaise with internal and external stakeholders on re-structuring issues
Providing a high level of support to the Platform Management Team as business needs dictate
Taking a lead on implementing platform governance requirements including collating information to be presented to senior management, hosting governance meetings and completing follow-up points
Assisting with project work relating to legal processes of the platform and taking a lead on various regulatory projects that impact the platform
Support of the data management process , including liaising and managing relationships with third party vendors
Management of fee processes for distributors, alongside internal teams
Platform change management: co-ordinating the various tasks that are required as the platform undergoes significant change in terms of both strategy and controls
Provide oversight to the junior team to assist in ensuring the smooth running of the Platform on a daily basis
Qualifications Skills required
A strong knowledge of UCITS and familiarity with UCITS fund regime and regulations
A strong understanding of derivative structuring in particular in relation to investment funds
Experience in the investment funds sector including liaising with UCITS administrators and depositories on matters relating to day to day fund maintenance
You are a high-calibre graduate with a degree from a top institution (finance or economics degree preferred, but not required).
You have a strong knowledge of Excel (including pivot tables, data research, multiple worksheet data management), Word and the efficient use of PowerPoint to create compelling presentations
You are committed to excellence in your work and maintain high professional and ethical standards.
You are analytical, quantitative, insightful, adaptable, detail oriented, a quick learner, enjoy problem solving, a team player, a multi-tasker and possess a strong work ethic and a positive attitude.
Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximise 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 talent.*LI-CN1