Direct Lending- Product Specialist- VP
Direct Lending- Product Specialist- VP
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$ 160000 - 190000
1 Vacancy
Job Description
MSPC is seeking an experienced and highly motivated professional to join its team in New York as a Direct Lending Product Specialist to facilitate marketing investment funds to Private Wealth Financial Advisors and individual investor clients. The candidate will be a part of the business development team and work closely with the Morgan Stanley Wealth Management channel as well as external private wealth distribution channels. This role would uniquely position the candidate to collaborate with the global teams and senior management of MSPC and the broader generalist intermediary sales teams within MSIM. The ideal candidate has at least 7 years of experience in investor relations/client relationship management/business development commands a strong understanding of alternative investments/private credit products and can operate both independently and in a team environment. Extensive travel will be required.
Primary Responsibilities:
- Work as part of the direct lending team including supporting all aspects of investor relations with Morgan Stanley Wealth Management and external private wealth distribution channels including business development and fundraising activities (idea generation tracking marketing activities and development of prospect pipelines etc.)
- Participate in the fundraising cycle roadshow presentations marketing LP diligence sales and the closing of investor capital commitments
- Develop a strong understanding of MSIMs Private Credit platform and MSPCs suite of funds and investment strategies
- Support the planning preparation and implementation of various investor meetings and / or client events
- Coordinate with and support broader finance and marketing teams in dealing with ongoing product development existing clients and prospective investors
- Partner with the Internal Generalist Sales teams across MSIM to drive sales
- Work closely with prospective and current clients in Private Wealth Management channels to understand their needs and deliver tailored content to support fundraising eorts and enhance client relationships
- Cultivate relationships with Wealth Management financial advisors through highquality interactions including proactive and reactive calls emails and followups as well as inperson meetings
- Maintain a highlevel of client service by answering inbound inquiries and working with the operations team to resolve specific investor queries
- Utilize the CRM system to log client interactions and any prospect related activity on a daily basis
- Liaise with internal private credit team legal and compliance and sales and marketing teams
- Attend industry conferences and client events
- Other ad hoc projects as
Qualifications:
- 7 years of work experience within the financial services industry required (asset management wealth management and/or private credit experience preferred)
- Bachelorsdegreerequire
- Strong verbal and written communication skills ability to communicate eectively with all levels within the organization and represent the Firm in a professional manner
- Highly organized with good commercial judgment a strong work ethic and the ability to work in a selfdirected environment while simultaneously managing competing priorities including long term projects and ad hoc requests
- Superiorattentionto detail
- Professional maturity and the ability to handle sensitive and/or confidential information
- Self motivated and a team player with a positive attitude
- Responsive to stakeholder needs ability to work under pressure and with flexibility to meettight deadlines and demonstrated ability to anticipate requests / needs
- Demonstrated knowledge and passion for capital markets private credit and alternative investments
- Extensivetravel
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first doing the right thing leading with exceptional ideas committing to diversity and inclusion and giving back - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll find an opportunity to work alongside the best and the brightest in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey offering some of the most attractive and comprehensive employee benefits and perks in the industry. Theres also ample opportunity to move about the business for those who show passion and grit in their work.
Expected base pay rates for the role will be between $160000 and $190000 year at the commencement of employment. However base pay if hired will be determined on an individualized basis and is only part of the total compensation package which depending on the position may also include commission earnings incentive compensation discretionary bonuses other short and long-term incentive packages and other Morgan Stanley sponsored benefit programs.
Morgan Stanleys goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race color religion creed age sex sex stereotype gender gender identity or expression transgender sexual orientation national origin citizenship disability marital and civil partnership/union status pregnancy veteran or military service status genetic information or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Required Experience:
Exec
Employment Type
Full-Time
