Fund Services - Director, Client Services (New York)

Ms (Private) Open · verified Oct 6, 2026

New York Full-time Director Account Management

At a glance

Director-level Account Management role at Ms (Private). New York · full-time · $90,000–$130,000 base.

SalaryStated by Ms (Private)

$90,000 – $130,000

Base salary for this role, in USD per year, as published in the posting.

RoleAccount Management

SeniorityDirector

LocationNew York

EmploymentFull-time

Base pay$90,000–$130,000

PostedOct 5, 2026 · 1d ago

Role brief

growthroles summary, based on the employer's posting.

What you'll do

Build and upkeep management reports that track client and business measures for decision-making
Partner with sales to size the staffing needed for prospective business
Examine information from multiple sources to spot patterns and recommend ways to improve business processes
Suggest changes to management information systems so leaders can make better decisions
Coordinate with IT and other teams to fix reporting gaps and data problems

What you bring

A bachelor’s or master’s degree, plus at least three years of finance or accounting business experience
Strong Excel skills, including automation, pivot tables and complex formulas
You can analyze information carefully, stay organized and manage projects effectively
You communicate clearly in writing and conversation, work independently, and meet tight deadlines

Who this fits

This role suits someone with a finance or accounting background who can turn complex data into clear summaries for senior leaders. You’ll work independently as part of a team spread across regions. The position is listed in New York.

From the employer

Morgan Stanley Morgan Stanley Fund Services

JOB DESCRIPTION

Morgan Stanley Fund Services (MSFS) provides fund administration services to the world’s leading hedge funds. MSFS has around 1400+ professionals globally and of which, 700+ employees work out of India. Our offices are spread in New York, Dublin, London, Glasgow, Mumbai, Bangalore and Hong Kong.

MSFS is a wholly owned subsidiary of Morgan Stanley. The parent company, Morgan Stanley, has obtained Financial Holding Company status in the United States. Subsidiaries of Morgan Stanley are subject to the supervision and regulations of the Federal Reserve Bank. MSFS is an independent legal and business venture within Morgan Stanley. It provides services on a stand-alone basis, independently from other Morgan Stanley affiliates.

The services offered by MSFS include:

Accounting support including financial reporting
Investor Services
Tax Services
Middle Office support
Analytics
Stratum SM, investor transparency reporting.

Role Description

Morgan Stanley seeks a professional for a Business Analyst role to assist with data analysis and reporting for its Fund Services Business. The individual will cover a diverse range of responsibilities related to strategy planning and business management. This person will be responsible for generating standard and ad-hoc reports on client and business metrics to assist management in decision-making. Candidates must be able to organize and analyze large sets of data to distill information into clear summaries for senior management. The role involves using creativity, problem-solving and quantitative skills to respond to inquiries with data-driven analysis, and effectively communicating results to regional stakeholders. The analyst will have the opportunity to use analytical skills to help drive decisions and quantify results in the Fund Services business.

To succeed in the role, the candidate will need a relevant background (finance, economics, mathematics, and statistics), strong desire to learn, and ability to work independently in a multi-regional team.

Primary responsibilities

Develop and maintain comprehensive senior management reporting capabilities
Work with sales team to estimate resource requirements for prospective business
Analyze data from various sources to identify trends and patterns
Analyze business information to identify process improvements for increasing business efficiency and effectiveness
Provide suggestions to update current MIS to improve decision making
Work with internal IT and other stakeholders to remediate gaps in reporting/data issues

Qualification/Required Skills

Bachelors or Master’s degree with 3+ years of Business experience in finance/accounting
Excellent analytical skills, strong attention to detail and good organizational skills
Strong project management skills
Excellent proficiency with Excel (automation, pivot tables, complex formula building)
Knowledge in VBA and databases/SQL, business intelligence software like Tableau, Power BI is a plus
Ability to work independently in a fast-paced environment
Experience working under pressure and performing to tight deadlines
Excellent oral and written communication skills; the ability to convey information with clarity
Desire to work as a team

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 dedication to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’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’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’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Expected base pay rates for the role will be between $90,000 and $130,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.