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Alternative Investments Product Development Associate

ExperiencedNo visa sponsorship
Morgan Stanley logo

at Morgan Stanley

Bulge Bracket Investment Banks

Posted 3 days ago

No clicks

**Alternative Investments Product Development Associate** with Morgan Stanley Wealth Management. Manage and launch varied alternative investments, like hedge funds, private equity, and real estate, supporting $250+ billion in AUM. Collaborate cross-functionally, handle project tasks, and monitor key metrics. Requires 3+ years in financial services, strong analytics, multi-tasking, and communication skills. Proficient in MS Excel and PowerPoint. Expect base pay $70k-$115k annually.

Compensation
$70,000 – $115,000 USD

Currency: $ (USD)

City
Not specified
Country
Not specified

Full 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 launchesexecuting 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 thats differentiated and weve 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 - arent 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, youll 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. Theres 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 $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: https://www.morganstanley.com/people-opportunities/eeo.

Alternative Investments Product Development Associate

Compensation

$70,000 – $115,000 USD

City: Not specified

Country: Not specified

Morgan Stanley logo
Bulge Bracket Investment Banks

3 days ago

No clicks

at Morgan Stanley

ExperiencedNo visa sponsorship

**Alternative Investments Product Development Associate** with Morgan Stanley Wealth Management. Manage and launch varied alternative investments, like hedge funds, private equity, and real estate, supporting $250+ billion in AUM. Collaborate cross-functionally, handle project tasks, and monitor key metrics. Requires 3+ years in financial services, strong analytics, multi-tasking, and communication skills. Proficient in MS Excel and PowerPoint. Expect base pay $70k-$115k annually.

Full 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 launchesexecuting 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 thats differentiated and weve 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 - arent 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, youll 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. Theres 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 $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: https://www.morganstanley.com/people-opportunities/eeo.