Morgan Stanley Wealth Management (MSWM) provides a range of wealth management products and services for affluent individuals businesses and institutions. These services include brokerage and investment advisory financial and wealth planning credit and lending cash management annuities and insurance retirement and trust.

The alternative investments product area within Investment Solutions is responsible for sourcing manufacturing developing managing and marketing alternative investment products/investments such as:

Hedge Funds

Funds of Hedge Funds

Managed Futures

Private Equity

Private Credit

Real Estate Funds

Exchange Funds

Real Assets

Tax Advantaged Funds

Digital Assets

Alternative Investments has approximately $260 billion in assets under management. The primary users/investors include high net worth wealth management clients and their Advisors.

Position Summary

The candidate will work on the Alternative Investment Product Origination team within Investment Solutions. The candidate will be primarily responsible for sourcing new fund offerings for the Alternatives Platform across all asset classes playing a critical role in shaping our platform this capacity the candidate will work closely with Alternative Investment Asset Managers MSWM Research MSWM Financial Advisors MSWM Field Management as well as various other constituent groups within Morgan Stanley Wealth Management. The candidate will be responsible for scheduling manager meetings creating call summary writeups participating in constructive discussions with managers and manager follow-ups.

Additionally the candidate will work on analytical projects for the Alternative Investments group. This position will work cross-functionally with other areas of Investment Solutions as well as other groups across MSWM (including Sales and Marketing Global Investment Manager Analysis Legal Compliance Operations Finance etc.) The candidate will work on tactical business-related deliverables as well as other long-term strategic initiatives. The candidate is expected to develop relevant metrics and statistics that will help the management team understand the health of the business and identify new opportunities.

Experience

3-5 years of financial services industry experience preferably in research manager diligence sales product development or related function

Skills/Abilities

Strong analytical and quantitative skills; detail-oriented

Ability to manage and complete multiple and simultaneous projects with tight deadlines

Ability to understand implement monitor and improve upon key financial and business metrics

Strong written and verbal communication skills

Strong presentation skills; ability to work effectively in senior management settings

Must be a team player with the ability to work independently

Ability to represent the firm professionally with internal and external constituents

Proficient in MS Excel and PowerPoint

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.

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Expected base pay rates for the role will be between $85000 and $135000 per 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).