Private Markets Strategy and Execution
About The Position
Morgan Stanley Wealth Management provides wealth management products and services to affluent individuals, businesses, and institutions. Morgan Stanley Private Markets gives clients opportunities to invest in private companies through investments alongside asset managers, direct company investments, or secondary share transactions. The Private Markets team sources investments, originates opportunities through the Morgan Stanley platform, and raises awareness of investment opportunities among Financial Advisors and their clients. As part of the Private Markets strategy team, the 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 key initiatives and help Morgan Stanley remain a leader and innovator in the Private Markets space.
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, with the ability to prioritize competing requests and execute responsibilities.
- Strategic thinking and strong problem-solving abilities.
- Attention to detail.
- Ability to collaborate across teams and functions.
- Self-motivation and a strong desire to build relationships with internal stakeholders.
Nice To Haves
- Securities Industry Essentials (SIE) and Series 7 licenses; Series 66 or equivalent is 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.
- Compensation may include commission earnings, incentive compensation, discretionary bonuses, other short- and long-term incentive packages, and Morgan Stanley-sponsored benefit programs.
- Opportunity to move across the business for employees who demonstrate passion and grit.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
