Alternative Investments Product Development Associate

Morgan Stanley•New York, NY

13d

About The Position

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 $250+ billion in assets under management. The primary users/investors include high net worth wealth management clients and their Advisors. 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.

Requirements

3 years of financial services industry experience
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

Responsibilities

Onboarding and maintaining alternative investment offerings
Partnering closely with fund managers, MSWM Advisors, MSWM Field Management, and other Morgan Stanley stakeholders
Supporting analytical projects for the Alternative Investments organization
Working cross-functionally with Sales and Marketing, Global Investment Manager Analysis, Legal, Operations, and Finance
Supporting investment product launches—executing placement agreements, tailoring offering and marketing materials, and presenting to Product Committees
Enhancing and maintaining key metrics and reporting to enable management to monitor business health and identify new opportunities