Alternative Investments Sales Associate

Morgan Stanley•New York, NY

4d•Onsite

About The Position

Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, operates in 25 countries with $1.9 Tn in assets under management or supervision as of March 31, 2026. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.

Requirements

Bachelors degree
3-5 years of experience preferably in an investment management or wealth management/financial advisory setting
Alternative Investments experience a plus
Understanding of the financial advisory business
Ability to work independently and manage time efficiently and effectively
Need to be enthusiastic, self-motivated and a team player
Ability to handle multiple assignments at once and meet associated deadlines
Outstanding verbal and written communication skills
License requirements: Series 7 and 63

Responsibilities

Partner and support the Alternatives Investment Distribution Specialists to drive growth and sales in MSIM alternative investment products within the MS Wealth Management channel.
Collaborate and partner with colleagues on the Eaton Vance sales team, across wirehouse, RIA and other channels.
Develop proficiency in the areas of direct private equity, private credit, real assets, hedge fund and private equity fund of funds, and managed futures.
Build a deep and intimate knowledge of the various investment strategies across the MSIM Alternatives platform.
Establish a business plan to identify and meet with relevant Morgan Stanley Financial Advisors and relevant contacts within the assigned territory(s).
Leverage relationships throughout the Wealth Management business to build awareness and educate Financial Advisors on the MSIM Alternatives platform.
Work alongside Financial Advisors to perform demand assessments and determine investor appetite for new products.
Profile MS financial advisors to expand the network of MSIM alternative investment users.
Managing and utilizing CRM database to track Financial Advisor/client interactions.