Job description

Morgan Stanley Wealth Management provides a range of wealth management products and services for affluent individuals, businesses, and institutions. These services include brokerage and investment advisory, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust. Department The Alternative Investments product area within Investment Solutions is responsible for sourcing, manufacturing, developing, managing, and marketing alternative investment products/investments, such as: • Hedge Funds • Funds of Hedge Funds • Managed Futures • Private Equity • Private Credit • Real Estate Funds • Exchange Funds • Real Assets Alternative Investments has approximately $250+ billion in assets under management. The primary users/investors include high net worth wealth management clients and their Advisors. Position Summary The employee will join the Product Origination and Development team within Alternative Investments (Investment Solutions). The role will focus on onboarding and maintaining alternative investment offerings and partnering closely with fund managers, MSWM Advisors, MSWM Field Management, and other Morgan Stanley stakeholders. The employee will also support analytical projects for the Alternative Investments organization. This position works cross-functionally - including Sales and Marketing, Global Investment Manager Analysis, Legal, Operations, and Finance. Responsibilities will span tactical, deal-related deliverables as well as longer-term initiatives such as manager sourcing and strategic development. Projects will include supporting investment product launches—executing placement agreements, tailoring offering and marketing materials, and presenting to Product Committees. The employee will also help enhance and maintain key metrics and reporting to enable management to monitor business health and identify new opportunities. Experience • 3 years of financial services industry experience Skills/Abilities • Strong analytical and quantitative skills; detail oriented • Ability to manage and complete multiple and simultaneous projects with tight deadlines • Ability to understand, implement, monitor and improve upon key financial and business metrics • Strong written and verbal communication skills • Strong presentation skills; ability to work effectively in senior management settings • Must be a team player, with the ability to work independently • Ability to represent the firm professionally with internal and external constituents • Proficient in MS Excel and PowerPoint 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 morganstanley.com into your browser. Expected base pay rates for the role will be between $70,000 and $115,000 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 : morganstanley.com .

Requirements

Must-haves

The Alternative Investments product area within Investment Solutions is responsible for sourcing, manufacturing, developing, managing, and marketing alternative investment products/investments, such as:
Funds of Hedge Funds
Managed Futures
Private Equity
Private Credit
Real Estate Funds
Exchange Funds
Alternative Investments has approximately $250+ billion in assets under management. The primary users/investors include high net worth wealth management clients and their Advisors.
3 years of financial services industry experience
Skills/Abilities
Strong analytical and quantitative skills; detail oriented
Ability to manage and complete multiple and simultaneous projects with tight deadlines
Ability to understand, implement, monitor and improve upon key financial and business metrics
Strong written and verbal communication skills
Strong presentation skills; ability to work effectively in senior management settings
Must be a team player, with the ability to work independently
Ability to represent the firm professionally with internal and external constituents
Proficient in MS Excel and PowerPoint
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

Nice-to-haves

None flagged.

Application prep

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