Alternative Investments Advisor Relations Associate
About The Position
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethics. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. The Wealth Management National Sales organization supports the Firm’s Financial Advisors by managing the field sales support of non-banking products and the business development functions for our branch network. The Alternative Investments Advisor Relations Team, as part of the 35-member Alternative Investments Sales Team, is responsible for Financial Advisor and client service strategy. The Alternative Investments Advisor Relations Team enables greater communication of fund information for the Alternative Investments business across Private Equity, Private Credit, Venture Capital, Infrastructure and Private Real Estate funds. The Alternative Investments platform has approximately $285 billion of assets under management. The Alternative Investments Advisor Relations Associate will partner with the Sales, Product and Research segments to ensure a unified approach to relationship management and client service. The Alternative Investments Advisor Relations Associate will become a product specialist, interacting with all levels of the organization, to complete investor requests and to execute on various large initiatives in an organized, concise fashion. The successful candidate must be resourceful, proactive, detail-oriented and have a strong ability to multitask and be a collaborative team player.
Requirements
- 2-5 years of experience in one or more of the following areas: investor relations, client service and/or sales.
- Experience working with private funds and deep knowledge of the Alternative Investment asset management industry required; knowledge of real estate, infrastructure and/or private equity preferred.
- Experience working directly with private fund investors, with a focus on servicing investors to build and strengthen relationships.
- Excellent writing skills
- Proficiency in Microsoft Office
- Experience with Salesforce
- Series 7 and 66 licenses required upon hire or within 4 months of joining the team.
Responsibilities
- Ability to work in a fast-paced, dynamic environment and to handle multiple projects at a time.
- Collaborate across internal groups to oversee the response to investor requests and questionnaires.
- Articulately communicate with key internal stakeholders in a knowledgeable, clear, and professional fashion.
- Ability to work independently and as a team player.
- Positive attitude and willingness to take a proactive, problem-solving approach to work.
- Demonstrated comfort with presenting in front of both small and large groups.
- General knowledge and comfort level with financial concepts and financial markets.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
