Job Description

Alternative Investment Product Origination And Development

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.

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 $200+ billion in assets under management. The primary users/investors include high net worth wealth management clients and their Advisors.

The employee will work on the Product Origination and Development team within the Alternative Investment product area of Investment Solutions, focusing on product development work. The employee will primarily be responsible for onboarding alternative investment offerings across the Institutional Client Channel within the alternatives platform. In these capacities, the employee will work closely with alternative investment Fund Managers, MSWM Advisors, MSWM Field Management, as well as various other business groups within Morgan Stanley. In addition, the candidate will work on analytical projects for the Alternative Investments organization. This position will work cross-functionally with other areas of Investment Solutions as well as other groups across MSWM (including Sales and Marketing, Global Investment Manager Analysis, Legal, Operations, Finance, etc.) The employee will work on tactical deal-related deliverables, as well as other long-term strategic initiatives. Projects will include assisting with the development and support of investment product launches, including execution of placement agreements, customization of offering & marketing materials, presenting to various Product Committees, and socializing ideas at the alternatives weekly sales meeting. The employee will also be expected to continue to improve and develop relevant metrics and statistics that will help the management team understand the health of the business and identify new opportunities.

Experience:

• 5 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
• Series 7 preferred or willingness to obtain in 180 days

Expected base pay rates for the role will be between $85,000 and $135,000 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's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

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