Alternative Investments - Product Origination, AVP
About The Position
Morgan Stanley Wealth Management (“MSWM”) 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 Tax Advantaged Funds Digital Assets Alternative Investments has approximately $260 billion in assets under management. The primary users/investors include high net worth wealth management clients and their Advisors. Position Summary The candidate will work on the Alternative Investment Product Origination team within Investment Solutions. The candidate will be primarily responsible for sourcing new fund offerings for the Alternatives Platform across all asset classes, playing a critical role in shaping our platform offerings. In this capacity, the candidate will work closely with Alternative Investment Asset Managers, MSWM Research, MSWM Financial Advisors, MSWM Field Management, as well as various other constituent groups within Morgan Stanley Wealth Management. The candidate will be responsible for scheduling manager meetings, creating call summary writeups, participating in constructive discussions with managers, and manager follow-ups. Additionally, the candidate will work on analytical projects for the Alternative Investments group. 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, Compliance, Operations, Finance, etc.) The candidate will work on tactical business-related deliverables as well as other long-term strategic initiatives. The candidate is expected to develop relevant metrics and statistics that will help the management team understand the health of the business and identify new opportunities.
Requirements
- 3-5 years of financial services industry experience, preferably in research, manager diligence, sales, product development, or related function
- 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
- Sourcing new fund offerings for the Alternatives Platform across all asset classes
- Scheduling manager meetings
- Creating call summary writeups
- Participating in constructive discussions with managers
- Manager follow-ups
- Work on analytical projects for the Alternative Investments group
- Work on tactical business-related deliverables as well as other long-term strategic initiatives
- Develop relevant metrics and statistics that will help the management team understand the health of the business and identify new opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
