Associate, Private Real Estate Fund Marketing Specialist

Morgan Stanley•New York, NY

9d•Onsite

About The Position

Morgan Stanley Investment Management Inc. is seeking an Associate, Private Real Estate Fund Marketing Specialist in New York, New York to support all aspects of investor relations, business and product development, and marketing / fundraising activities, including market research on funds, product structuring, internal product approvals, premarketing, marketing, and the preparation of marketing materials, offering memorandums, competitor information, and tracking prospect pipelines. Create, maintain, and coordinate the updates of marketing materials and collateral for the overall Real Assets and Morgan Stanley Real Estate Investing platforms and specific fund strategies, both standard and customized, including marketing presentations. Create and maintain various excel workbooks maintained by the COO team for various platform reporting and tracking purposes. Provide day-to-day support to the Investor Coverage and Sales/Marketing teams. Coordinate, draft, and ensure completion of investor requests and queries, Due Diligence Questionnaires (DDQs), Requests for Proposals (RFPs), reporting requests, both recurring and ad hoc, in coordination with, the Investment teams, Fund Portfolio Management, Legal, Compliance and the Investor Services team. Support the planning, preparation and implementation of various investor meetings and / or marketing events. Maintain prospective investor lists, tracking activities and follow up as appropriate. Research investor prospects. Maintain data rooms for marketing purposes and websites, including relevant updates.

Requirements

Bachelor’s in Business Analytics, Economics, or a related field of study.
Three (3) years of experience in the position offered or three (3) years of experience as an Analyst, Tax Consultant, Transfer Pricing Consultant, or a related role.
One (1) year of experience with drafting institutional client Due Diligence Questionnaires and Request For Proposals for private real estate funds.
One (1) year of experience gathering and summarizing platform, team and fund portfolio level data used in written documents and client questionnaires.
One (1) year of experience performing market research on real estate fund competitors and portfolios including reviewing public documents and financial statements.
One (1) year of experience with fund structuring techniques essential for optimizing capital raising and mitigating risks.
One (1) year of experience with the private real estate fund industry including assessing competitive landscape and private equity real estate products, including non-traded real estate investment trusts and funds from Section 3(c)(7) of the Investment Company Act.
One (1) year of experience with Qvidian, Salesforce, Loopio and Seismic.
One (1) year of experience with online platforms including Preqin and Cambridge.

Responsibilities

Support all aspects of investor relations, business and product development, and marketing / fundraising activities.
Conduct market research on funds, product structuring, internal product approvals, premarketing, marketing, and the preparation of marketing materials, offering memorandums, competitor information, and tracking prospect pipelines.
Create, maintain, and coordinate updates of marketing materials and collateral for the Real Assets and Morgan Stanley Real Estate Investing platforms and specific fund strategies.
Create and maintain various excel workbooks for platform reporting and tracking.
Provide day-to-day support to Investor Coverage and Sales/Marketing teams.
Coordinate, draft, and ensure completion of investor requests and queries, DDQs, RFPs, and reporting requests.
Support the planning, preparation, and implementation of investor meetings and marketing events.
Maintain prospective investor lists, tracking activities, and follow up.
Research investor prospects.
Maintain data rooms for marketing purposes and websites.