Hugh McGuire
New York
Overview
3
3
years of professional experience
1
1
Certification
Work History
Alternative Investments Operations Analyst
Morgan Stanley, Wealth Management Division
12.2025 - Current
- Support the execution of client allocations into private equity, hedge fund, private credit, and real estate vehicles, ensuring accurate subscription, capital call, and redemption processing.
- Partner with fund managers, administrators, and internal product specialists to resolve complex transaction issues and maintain high-quality client experience for UHNW and institutional investors.
- Analyze capital activity, investor flows, and fund documentation to ensure compliance with offering terms, eligibility requirements, and liquidity schedules.
- Reconcile trade and cash discrepancies across multiple systems, identifying root causes and implementing process improvements to reduce operational risk.
Prime Brokerage Client Coverage Co-op
Morgan Stanley, Institutional Equities Division
01.2024 - 07.2024
- Supported hedge fund and institutional clients with clearing, custody, and daily trading activity across global markets.
- Designed and delivered a customized workflow for one of the division’s largest clients, reducing trade/asset transfer cycle times and improving straight-through processing.
- Analyzed and coordinated high-value asset transfers, partnering with senior management to assess risk, secure approvals, and maintain operational accuracy.
- Onboarded clients onto streamlined processes for equity/option trade booking, asset transfers, corporate actions, and cash movements.
- Helped revamp the internal platform used for client coverage, boosting team efficiency and reducing response times.
Global Tax Services Co-op
Wellington Management
12.2022 - 07.2023
- Reviewed tax provisions and allocations across 110+ global commingled funds, improving accuracy of fund-level reporting.
- Conducted cross-border tax reclaim analyses to eliminate double taxation and enhance after-tax investor performance.
- Reconciled book-to-tax differences and contributed to the issuance of Form 1065 K-1s for institutional investors.
- Supported the Japanese Government audit of Wellington Management Japan by preparing documentation and translating materials for regulators.
Education
Bachelor of Science - Business Administration, Finance
Northeastern University
Boston, MA05.2025
Skills
- Client Service & Sales
- Excel, Word & PowerPoint (Advanced)
- Native/Bilingual Japanese
- Bloomberg Terminal
- Workflow & Process Automation
- Data Analysis (Financial & Operational)
- Trade Processing & Settlement Support
- Salesforce (CRM Management)
Certification
- FINRA Securities Industry Essentials (SIE)
- Bloomberg Market Concepts (BMC)
- Bloomberg ESG Certification
Affiliations
- WRBB 104.9 Radio Host & Writer: Produced finance and culture content, honing communication and storytelling skills
- Telcoin Business Analyst Intern & Takumi Associates Consulting Intern
- Hobbies & Personal Interests: Mindfulness, podcasts, investing, and sports statistics
Timeline
Alternative Investments Operations Analyst
Morgan Stanley, Wealth Management Division
12.2025 - Current
Prime Brokerage Client Coverage Co-op
Morgan Stanley, Institutional Equities Division
01.2024 - 07.2024
Global Tax Services Co-op
Wellington Management
12.2022 - 07.2023
Bachelor of Science - Business Administration, Finance
Northeastern University