Alternative Investments - Product Origination, AVP at Morgan Stanley

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

20 Mar, 26

Salary

135000.0

Posted On

20 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Analytical Skills, Quantitative Skills, Detail-Oriented, Project Management, Financial Metrics, Written Communication, Verbal Communication, Presentation Skills, Team Player, Independent Work, Professional Representation, MS Excel, PowerPoint

Industry

Financial Services

Description

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 offerings. In 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 - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between $85,000 and $135,000 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 Stanley's 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).

Responsibilities

The candidate will be responsible for sourcing new fund offerings for the Alternatives Platform and will work closely with various teams within Morgan Stanley Wealth Management. Additionally, the candidate will engage in analytical projects and develop metrics to help understand business health and identify opportunities.