Private Markets Strategy and Execution
About The Position
Morgan Stanley Wealth Management provides affluent individuals, businesses, and institutions with services including brokerage and investment advisory, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement, and trust services. Morgan Stanley Private Markets gives Wealth Management clients opportunities to invest in private companies by investing alongside an asset manager, investing directly in a company, or buying or selling secondary shares through the secondary transaction desk. The Private Markets team sources investments, originates them through the Morgan Stanley platform, and informs Financial Advisors and their clients about opportunities. As part of the Private Markets strategy team, this role helps set and execute strategy across private-market product lines and develops and delivers enhancements to existing products. It works across business units, operations, technology, legal, risk, and compliance to deliver initiatives and support Morgan Stanley's leadership and innovation in private markets.
Requirements
- At least 3 years of experience in finance, investment banking, fintech, management consulting, or equivalent experience.
- Strong verbal and written communication skills, including the ability to explain complex topics to audiences with varying levels of knowledge.
- Highly motivated and well organized, able to prioritize competing requests and execute responsibilities.
- Strategic thinking and strong problem-solving abilities.
- Attention to detail.
- Collaborative team player able to work across teams and functions.
- Self-motivated, with a strong desire to build relationships with internal stakeholders.
- Securities Industry Essentials (SIE) and Series 7.
Nice To Haves
- Series 66 or equivalent (preferred, but not required).
Responsibilities
- Work on the EquityZen integration strategy and implementation.
- Assist with the strategy, development, and execution of new and existing private-market and transactional product offerings.
- Identify opportunities to improve product efficiency and implement changes that enhance the experience for clients and partners.
- Guide new product offerings through internal committees and reviews.
- Build and maintain relationships across the firm, including with legal, risk, compliance, operations, technology, and business units.
- Provide timely updates and presentations to senior leadership.
Benefits
- Comprehensive employee benefits and perks; specific benefits are not listed.
- The total compensation package may include commission earnings, incentive compensation, discretionary bonuses, and other short- and long-term incentive packages.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
